DOSSIER · 13F-HR · Q1 2026

RIDGECREST WEALTH PARTNERS, LLC

$181M in tracked AUM across 96 positions as of Q1 2026.

RW
CIK 0001860719 · last filed Mar 31, 2026
Total AUM
$181M
as of Q1 2026
Holdings
96
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Ridgecrest Wealth Partners' 96-position book was almost entirely stable this quarter — total assets slipped just 1.7% to $181.2 million, and the vast majority of position changes were single-digit percentage moves consistent with dividend reinvestment rather than active trading. Against that quiet backdrop, one trade stands out sharply: Netflix's share count jumped 188%, from 6,288 to 18,131 shares (+$1.15 million) — by far the largest percentage move anywhere in the filing, and roughly ten times the size of any other 'increase.' The rest of the activity was modest: Vanguard's S&P 500 ETF (VOO) grew 20% ($1.2 million), Applied Materials grew 22% ($733,000), and iShares' High Dividend ETF (HDV) grew 14% ($558,000), while new small positions opened in McKesson ($886,000) and Vanguard's Total International Stock ETF (VXUS, $792,000). Bank of America and Oracle were both fully exited, though each was a modest sub-$650,000 position. Apple remains the largest holding at 10.8% of assets, essentially unchanged in share count from last quarter.

One position broke that pattern decisively. Netflix's share count jumped 188% — from 6,288 shares to 18,131 — a $1.15 million addition that dwarfs every other increase in the filing by roughly an order of magnitude. For a book this quiet, nearly tripling a position is a genuine, standalone statement of conviction, not portfolio noise.

The rest of the activity stayed small and incremental. Vanguard's S&P 500 ETF grew 20% in shares ($1.2 million), Applied Materials grew 22% ($733,000), and iShares' High Dividend ETF grew 14% ($558,000) — all modest sizing-ups of existing core holdings. Two new positions opened: McKesson, the pharmaceutical distributor ($886,000), and Vanguard's Total International Stock ETF ($792,000), adding a small slice of ex-US exposure to a book that's otherwise almost entirely domestic. Bank of America and Oracle were both fully exited, though at well under $650,000 each, neither exit moves the needle on its own.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$20M77K10.8%
02
GOOGL
ALPHABET INC
$13M44K7.0%
03
DGRO
ISHARES TR
$13M179K6.9%
04
NVDA
NVIDIA CORPORATION
$12M71K6.8%
05
VOO
VANGUARD INDEX FDS
$10M16K5.3%
06
AVGO
BROADCOM INC
$7M22K3.8%
07
IVV
ISHARES TR
$7M10K3.7%
08
VIG
VANGUARD SPECIALIZED FUNDS
$6M30K3.5%
09
ITOT
ISHARES TR
$6M40K3.1%
10
CVX
CHEVRON CORPORATION
$6M27K3.1%

Filing history

2026Q1Mar 31
$181M 1.7%
96 positionsView →
2025Q4Dec 31
$184M 16.6%
103 positionsView →
2025Q3Sep 30
$221M 16.7%
118 positionsView →
2025Q2Jun 30
$189M 0.8%
111 positionsLocked
2025Q1Mar 31
$191M 3.6%
112 positionsLocked
2024Q4Dec 31
$184M 3.9%
107 positionsLocked
2024Q3Sep 30
$192M 15.5%
112 positionsLocked
2024Q2Jun 30
$166M 1.1%
106 positionsLocked
2024Q1Mar 31
$168M 11.0%
109 positionsLocked
2023Q4Dec 31
$151M 6.2%
99 positionsLocked
2023Q3Sep 30
$143M 5.7%
97 positionsLocked
2023Q2Jun 30
$151M 7.8%
103 positionsLocked
Showing 12 of 21