RIDGECREST WEALTH PARTNERS, LLC - Portfolio Stock Holdings
RIDGECREST WEALTH PARTNERS, LLC disclosed 112 stock positions in a recent SEC 13F filing. $204,622,034 of stock holdings were filed, with the largest holdings including GOOGL, AAPL, and DGRO. This filing represented positions held on June 30, 2026, and was filed on Aug. 5, 2026.We estimate the fund has a total AUM of $705,146,641 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
112Est. Stock Holding Value:
$204,622,034Top Stock Holdings By Sector
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Portfolio Stock Holdings - RIDGECREST WEALTH PARTNERS, LLC
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