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Portfolio (Quarterly) Guide ↗

RIDGECREST WEALTH PARTNERS, LLC

· CIK 0001860719
13F Portfolio $207M AUM 111 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 28 Added 25 Reduced 4 Exited
Page 4 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIS DISNEY WALT CO Communication Services 5,050.0 $486K 0.23% -400.0 -7.3% $96.26 +13.1%
62 MCD MCDONALDS CORP Consumer Cyclical 1,723.0 $466K 0.23% +114.0 +7.1% $270.31 -3.1%
63 QQQM INVESCO EXCH TRADED FD TR II 1,434.0 $434K 0.21% $302.97 -3.8%
64 SDY SPDR SERIES TRUST 2,724.0 $415K 0.20% $152.18 +2.9%
65 MO ALTRIA GROUP INC Consumer Defensive 5,761.0 $415K 0.20% $71.95 -3.6%
66 ORCL ORACLE CORP Technology 2,789.0 $409K 0.20% $146.55 -0.5%
67 VUG VANGUARD INDEX FDS 4,494.0 $387K 0.19% +4K +500.0% $86.14 +1.7%
68 BK BANK OF NY MELLON CORP Financial Services 2,633.0 $381K 0.18% +361.0 +15.9% $144.61 -1.9%
69 VOTE TCW ETF TRUST 4,110.0 $362K 0.17% -818.0 -16.6% $88.17 +2.4%
70 T AT&T INC Communication Services 17,409.0 $360K 0.17% -117.0 -0.7% $20.70 +27.6%
71 IUSV ISHARES TR 3,150.0 $347K 0.17% $110.15 +4.1%
72 DIA STATE STR SPDR DOW JONES IND Financial Services 644.0 $337K 0.16% $522.63 +1.7%
73 NEE NEXTERA ENERGY INC Utilities 3,726.0 $327K 0.16% +391.0 +11.7% $87.77 -6.0%
74 GLD SPDR GOLD TR Financial Services 880.0 $324K 0.16% $368.38 +9.0%
75 MU MICRON TECHNOLOGY INC Technology 278.0 $321K 0.15% NEW $1153.46 -18.8%
76 RTX RTX CORPORATION Industrials 1,669.0 $317K 0.15% -80.0 -4.6% $189.73 +6.6%
77 PEP PEPSICO INC Consumer Defensive 2,292.0 $310K 0.15% +119.0 +5.5% $135.40 +4.0%
78 QCOM QUALCOMM INC Technology 1,638.0 $303K 0.15% $184.75 -8.6%
79 USSG DBX ETF TR 4,300.0 $299K 0.14% -839.0 -16.3% $69.46 +3.2%
80 DFAC DIMENSIONAL ETF TRUST 6,544.0 $290K 0.14% $44.36 +2.4%
Page 4 of 6  ·  111 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.0%
Communication Services 19.8%
Healthcare 7.6%
Financial Services 7.1%
Consumer Defensive 6.9%
Energy 5.6%
Consumer Cyclical 5.1%
Industrials 4.2%
Utilities 0.4%
Real Estate 0.2%