Ridgecrest Wealth Partners
Ridgecrest Wealth Partners reported 113 stocks worth $216M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are AAPL (11.8%), GOOGL (10.2%) and NVDA (7.8%). Compared with Q2 2026, the fund opened new positions in SPGI, XOM and SCHW, added to GOOGL, NVDA and DGRO, trimmed AAPL, ITOT and CVX and sold out of SPGI, XOM and HONA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $25.5M | 11.8% | 76K | −535 (−1%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $22.1M | 10.2% | 64K | +757 (+1%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $16.9M | 7.8% | 74K | +6,379 (+9%) | 8 of 8 | |
| 4 |  DGRO Ishares TR | $14M | 6.5% | 186K | +3,892 (+2%) | 8 of 8 | |
| 5 |  VOO Vanguard S&P 500 ETF | $14M | 6.5% | 20K | +3,707 (+23%) | 8 of 8 | |
| 6 |  IVV Ishares TR | $7.9M | 3.6% | 10K | +265 (+3%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $7.8M | 3.6% | 15K | +103 (+1%) | 8 of 8 | |
| 8 |  VIG Vanguard Dividend Appreciation ETF | $6.9M | 3.2% | 29K | +114 (+0%) | 8 of 8 | |
| 9 |  GOOG Alphabet Inc | $6.5M | 3.0% | 19K | +1,264 (+7%) | 8 of 8 | |
| 10 |  ITOT Ishares TR | $6.4M | 3.0% | 39K | −917 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SPGI S&P Global Inc | $1.7M | 4,232 |
 XOM Exxon Mobil Corp | $1.3M | 9,526 |
 HONA Honeywell Aerospace Inc Com | $228K | 1,030 |
 CLX Clorox Co Del | $221K | 2,312 |
 PSA Public Storage | $218K | 686 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ridgecrest Wealth Partners 13F FAQ
What does Ridgecrest Wealth Partners own?
Ridgecrest Wealth Partners reported 113 stocks worth $216M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are AAPL (11.8%), GOOGL (10.2%) and NVDA (7.8%). The table above lists every position in the filing (the top 10 without an account).
What did Ridgecrest Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 32 added to, 26 trimmed and 7 sold out. New positions include SPGI, XOM and SCHW. It sold all of SPGI, XOM and HONA.
When will Ridgecrest Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Ridgecrest Wealth Partners's portfolio worth?
The Q3 2026 filing reports $216M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.