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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 $151,345,880
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 97,937 $18,855,897 12.45%
2.
Ishares Tr
 246,172 $13,248,950 8.75%
3.
Alphabet Inc.
 GOOG 72,545 $10,133,798 6.69%
4.
Ishares Trust
 IEF 57,211 $6,020,314 3.97%
5.
Ishares Trust
 IEF 12,194 $5,824,220 3.84%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)