RIDGECREST WEALTH PARTNERS, LLC - Portfolio overview

RIDGECREST WEALTH PARTNERS, LLC has 125 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 10.28%
2. GOOGL - ALPHABET INC, 6.62%
3. DGRO - ISHARES TR, 6.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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