Institutional Fund
Ridgecrest Wealth Partners, LLC
Mill Valley, CACIK 18607195 filings on record
Portfolio Value
$181.17M
Q1 2026
Holdings
96
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-1.7%
from $184.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc10.8%
- Alphabet Inc7.0%
- Ishares Tr6.9%
- Nvidia Corporation6.8%
- Vanguard Index Fds5.3%
- Broadcom Inc3.8%
- Other59.4%
Portfolio Holdings
96 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 77.4K | $19.65M | 10.8% | −168 | Reduced |
| 2 | Alphabet Inc | 44.0K | $12.66M | 7.0% | −616 | Reduced |
| 3 | Ishares Tr | 179.2K | $12.58M | 6.9% | +6.8K | Added |
| 4 | Nvidia Corporation | 70.6K | $12.31M | 6.8% | +161 | Added |
| 5 | Vanguard Index Fds | 15.9K | $9.52M | 5.3% | +2.7K | Added |
| 6 | Broadcom Inc | 22.3K | $6.92M | 3.8% | +5 | Added |
| 7 | Ishares Tr | 10.3K | $6.75M | 3.7% | +28 | Added |
| 8 | Vanguard Specialized Funds | 29.6K | $6.36M | 3.5% | +364 | Added |
| 9 | Ishares Tr | 40.1K | $5.71M | 3.1% | −759 | Reduced |
| 10 | Chevron Corp New | 27.4K | $5.66M | 3.1% | +483 | Added |
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