RIDGECREST WEALTH PARTNERS, LLC
•CIK: 1860719•Filing: Q4 2025
**RIDGECREST WEALTH PARTNERS, LLC** manages $184M across a diversified portfolio of 103 positions. The fund exhibits significant concentration in mega-cap technology names, with top holdings including AAPL at $21.1M and GOOGL at $14.0M. Further notable allocations include NVDA ($13.1M) and DGRO ($12.0M), suggesting a core focus on established growth and dividend-paying equities. This positioning reflects a strategic tilt toward market leaders within the technology and broad market indices.
Total AUM
$184.4M
QoQ Performance
-16.6%
Positions
90
Top 10 Concentration
55.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
GOOGL
NVDA
DGRO
AAPL11.4%
GOOGL7.6%
NVDA7.1%
DGRO6.5%
VOO4.5%
AVGO4.2%
MSFT3.9%
IVV3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology41.1%
Other31.8%
ETF9.6%
Financial5.1%
Healthcare4.6%
Consumer3.2%
Consumer Staples1.5%
Industrial1.4%
🚪 Exited Positionssold since Q3 2025
+14 more exited positions
Changes from Q3 2025
NEW4 new positions
↑19 increased
↓61 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023