RIDGECREST WEALTH PARTNERS, LLC
$181M in tracked AUM across 96 positions as of 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.
Quarter at a glance — Q1 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q1 2026.