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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 $207,277,849
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 63,336 $22,634,455 10.92%
2.
Apple Inc.
 AAPL 76,989 $22,277,586 10.75%
3.
Ishares Tr
 181,702 $13,771,209 6.64%
4.
Nvidia Corp
 NVDA 67,440 $13,494,092 6.51%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 16,235 $11,150,213 5.38%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.