RIDGECREST WEALTH PARTNERS, LLC: 13F holdings

CIK 18607192026Q2

Positions111
Reported value$207.3m
Filed2026-08-05

Top 10 holdings

SecuritySharesValueWeight
GOOGL ALPHABET INC63,336$22.6m10.9%
AAPL APPLE INC76,989$22.3m10.7%
DGRO ISHARES TR181,702$13.8m6.6%
NVDA NVIDIA CORPORATION67,440$13.5m6.5%
VOO VANGUARD INDEX FDS16,235$11.2m5.4%
IVV ISHARES TR9,999$7.5m3.6%
VIG VANGUARD SPECIALIZED FUNDS29,329$6.9m3.3%
ITOT ISHARES TR39,536$6.5m3.1%
GOOG ALPHABET INC17,955$6.3m3.1%
MSFT MICROSOFT CORP15,127$5.6m2.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1860719")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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