13F Filings History of RIDGECREST WEALTH PARTNERS, LLC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$184,378,144
Signature - Title
Michelle Eldridge - CHIEF COMPLIANCE OFFICER
Location
Mill Valley, CA
Summary
This page shows a list of all the recent 13F filings made by RIDGECREST WEALTH PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RIDGECREST WEALTH PARTNERS, LLC reported 103 stock holdings with total value $184,378,144 as of Q4 2025. Top holdings included AAPL, GOOGL, NVDA, DGRO, and VOO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 103 $184,378,144 +$8,654,471 -$54,056,423 -$45,401,952 AAPL, GOOGL, NVDA, DGRO, VOO 13F-HR 22 Jan 2026, 13:09
Q3 2025 118 $221,167,339 +$13,128,084 -$2,378,563 +$10,749,521 AAPL, GOOGL, DGRO, NVDA, VOO 13F-HR 14 Oct 2025, 15:53
Q2 2025 111 $189,454,713 +$6,525,737 -$23,122,179 -$16,596,442 AAPL, DGRO, GOOGL, VOO, MSFT 13F-HR 15 Jul 2025, 11:54
Q1 2025 112 $190,947,692 +$17,623,481 -$2,270,855 +$15,352,626 AAPL, DGRO, GOOGL, VOO, NVDA 13F-HR 22 Apr 2025, 16:07
Q4 2024 107 $184,394,124 +$3,724,022 -$16,134,222 -$12,410,200 AAPL, DGRO, GOOGL, NVDA, VOO 13F-HR 22 Jan 2025, 13:08
Q3 2024 112 $191,821,717 +$19,163,058 -$2,300,300 +$16,862,758 AAPL, DGRO, GOOGL, NVDA, VOO 13F-HR 04 Nov 2024, 14:27
Q2 2024 106 $166,120,623 +$5,253,952 -$8,275,734 -$3,021,782 AAPL, DGRO, GOOGL, MSFT, VOO 13F-HR 05 Aug 2024, 13:33
Q1 2024 109 $167,967,395 +$11,057,362 -$3,058,701 +$7,998,661 AAPL, DGRO, GOOGL, NVDA, MSFT 13F-HR 17 Apr 2024, 14:05
Q4 2023 99 $151,345,880 +$6,378,258 -$9,614,044 -$3,235,786 AAPL, DGRO, GOOGL, ITOT, IVV 13F-HR 09 Jan 2024, 16:46
Q3 2023 97 $142,566,026 +$3,514,743 -$6,505,860 -$2,991,117 AAPL, DGRO, GOOGL, CVX, AVGO 13F-HR 25 Oct 2023, 13:45
Q2 2023 103 $151,241,775 +$3,076,945 -$3,131,546 -$54,601 AAPL, DGRO, GOOGL, CVX, AVGO 13F-HR 31 Jul 2023, 12:53
Q1 2023 97 $140,341,383 +$2,937,532 -$1,373,838 +$1,563,694 AAPL, DGRO, GOOGL, CVX, IVV 13F-HR 24 Apr 2023, 15:59
Q4 2022 94 $131,681,743 +$6,536,309 -$6,096,406 +$439,903 AAPL, DGRO, CVX, GOOGL, IVV 13F-HR 26 Jan 2023, 13:15
Q3 2022 98 $122,623,000 +$14,436,525 -$11,850,841 +$2,585,684 AAPL, DGRO, GOOGL, CVX, IVV 13F-HR 20 Oct 2022, 15:24
Q2 2022 106 $137,422,000 +$9,790,309 -$7,131,272 +$2,659,037 AAPL, DGRO, GOOGL, CVX, IVV 13F-HR 29 Jul 2022, 14:10
Q1 2022 109 $157,514,000 +$11,146,828 -$52,060,557 -$40,913,729 AAPL, GOOGL, CVX, DGRO, ITOT 13F-HR 26 Apr 2022, 15:09
Q4 2021 122 $205,450,000 +$15,282,581 -$8,706,311 +$6,576,270 AAPL, BSV, VCSH, GOOGL, ISTB 13F-HR 19 Jan 2022, 15:53
Q3 2021 114 $183,604,000 +$31,259,251 -$6,224,396 +$25,034,855 AAPL, BSV, VCSH, GOOGL, ISTB 13F-HR 03 Nov 2021, 13:52
Q2 2021 109 $160,104,000 +$53,663,887 -$3,440,500 +$50,223,387 AAPL, BSV, VCSH, BIL, JPST 13F-HR 21 Jul 2021, 14:37
Q1 2021 92 $104,900,000 $0 $0 $0 AAPL, BIL, JPST, BC, SPGI 13F-HR 19 May 2021, 12:34