Ridgecrest Wealth Partners, Llc

Business address
516 Summit Avenue, Mill Valley, CA, 94941
Top securities (13F)
AAPL, GOOGL, DGRO, NVDA, VOO, MSFT, VIG, IVV, ITOT, GOOG, PG, SPY, CVX, BRKA, IBM, QQQ, JPM, HDV, JNJ, and VYM
State of incorporation
CA
Fiscal year end
31 December
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Ridgecrest Wealth Partners, Llc has filed 21 SEC EDGAR filings since 19 May 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Oct 2025 30 Sep 2025 028-21260
N-PX Open Document Open Filing 29 Jul 2025 30 Jun 2025 028-21260
13F-HR Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-21260
13F-HR Open Document Open Filing 22 Apr 2025 31 Mar 2025 028-21260
13F-HR Open Document Open Filing 22 Jan 2025 31 Dec 2024 028-21260
13F-HR Open Document Open Filing 04 Nov 2024 30 Sep 2024 028-21260
N-PX Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-21260
13F-HR Open Document Open Filing 05 Aug 2024 30 Jun 2024 028-21260
13F-HR Open Document Open Filing 17 Apr 2024 31 Mar 2024 028-21260
13F-HR Open Document Open Filing 09 Jan 2024 31 Dec 2023 028-21260
13F-HR Open Document Open Filing 25 Oct 2023 30 Sep 2023 028-21260
13F-HR Open Document Open Filing 31 Jul 2023 30 Jun 2023 028-21260
13F-HR Open Document Open Filing 24 Apr 2023 31 Mar 2023 028-21260
13F-HR Open Document Open Filing 26 Jan 2023 31 Dec 2022 028-21260
13F-HR Open Document Open Filing 20 Oct 2022 30 Sep 2022 028-21260
13F-HR Open Document Open Filing 29 Jul 2022 30 Jun 2022 028-21260
13F-HR Open Document Open Filing 26 Apr 2022 31 Mar 2022 028-21260
13F-HR Open Document Open Filing 19 Jan 2022 31 Dec 2021 028-21260
13F-HR Open Document Open Filing 03 Nov 2021 30 Sep 2021 028-21260
13F-HR Open Document Open Filing 21 Jul 2021 30 Jun 2021 028-21260
13F-HR Open Document Open Filing 19 May 2021 31 Mar 2021 028-21260