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Home > Institutional Investor > Ridgecrest Wealth Partners, Llc > Profile

Instuitional Investor - Ridgecrest Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Ridgecrest Wealth Partners, Llc
Portfolio Value $221,167,339
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 106,058 $27,005,502 12.21%
2.
Alphabet Inc.
 GOOGL 71,167 $17,300,754 7.82%
3.
Ishares Tr
 235,879 $16,058,642 7.26%
4.
Nvidia Corp
 NVDA 69,532 $12,973,195 5.87%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 20,047 $12,276,634 5.55%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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