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Livermore
Livermore
ZHEN

Ridgecrest Wealth Partners, LLC

SEC CIK
0001860719
Latest filing
Aug 5, 2026

The latest 13F from Ridgecrest Wealth Partners, LLC covers Q2 2026 (filed Aug 5, 2026): 111 long positions worth $207.3M. The top 10 holdings make up 56.1% of the portfolio, and the largest is Alphabet Inc. (GOOGL) at 10.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
19
Est. +$5.71M
Added
33
Est. +$8.29M
Reduced
32
Est. −$7.15M
Sold out
4
Est. −$2.90M

Top 5 holdings

Share of this quarter's portfolio value

  1. GOOGLAlphabet Inc.
    10.9%$22.6MHistory
  2. AAPLApple Inc.
    10.7%$22.3MHistory
  3. iShares Core Dividend Growth ETF46434V621
    6.6%$13.8M
  4. NVDANVIDIA Corp
    6.5%$13.5MHistory
  5. Vanguard S&P 500 ETF922908363
    5.4%$11.2M

Share of portfolio

Top 5 holdings and the other 106 positions, by share of portfolio value

  1. GOOGL10.9%
  2. AAPL10.7%
  3. iShares Core Dividend Growth ETF6.6%
  4. NVDA6.5%
  5. Vanguard S&P 500 ETF5.4%
  6. Other 106 positions59.8%

Biggest buys

New and added positions, by estimated amount bought

  1. GOOGLAlphabet Inc.
    +$6.90MAddedHistory
  2. SPGIS&P Global Inc.
    +$1.72MNewHistory
  3. MUMicron Technology Inc
    +$320.7KNewHistory
  4. APHAmphenol Corp
    +$269.9KNewHistory
  5. Fidelity MSCI Information Technology Index ETF316092808
    +$258.7KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. GOOGLAlphabet Inc.
    +3.93 pp7.0% → 10.9%History
  2. AMATApplied Materials Inc
    +0.90 pp1.1% → 2.0%History
  3. SPGIS&P Global Inc.
    +0.83 pp0.0% → 0.8%History
  4. CSCOCisco Systems, Inc.
    +0.39 pp1.2% → 1.5%History
  5. MUMicron Technology Inc
    +0.15 pp0.0% → 0.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AVGOBroadcom Inc.
    −$4.20MReducedHistory
  2. SPGIS&P Global Inc.
    −$1.98MSold outHistory
  3. NVDANVIDIA Corp
    −$631.9KReducedHistory
  4. HONHoneywell International Inc
    −$466.1KSold outHistory
  5. JPMJPMorgan Chase & Co
    −$278.5KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. AVGOBroadcom Inc.
    −1.77 pp3.8% → 2.0%History
  2. SPGIS&P Global Inc.
    −1.09 pp1.1% → 0.0%History
  3. CVXChevron Corp
    −0.95 pp3.1% → 2.2%History
  4. NVDANVIDIA Corp
    −0.29 pp6.8% → 6.5%History
  5. HONHoneywell International Inc
    −0.26 pp0.3% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$207.3M
+$26.1M (+14.4%) vs. prior quarter
Positions
111
+15 vs. prior quarter
Top 10 concentration
56.1%
Top 10 as share of value
Turnover
5.2%
Q2 2026, one quarter
Average holding period
19.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $221.2M (Q3 2025)

Q1 2021: $104.9MQ2 2021: $160.1MQ3 2021: $183.6MQ4 2021: $205.4MQ1 2022: $157.5MQ2 2022: $137.4MQ3 2022: $122.6MQ4 2022: $131.7MQ1 2023: $140.3MQ2 2023: $151.2MQ3 2023: $142.6MQ4 2023: $151.3MQ1 2024: $168.0MQ2 2024: $166.1MQ3 2024: $191.8MQ4 2024: $184.4MQ1 2025: $190.9MQ2 2025: $189.5MQ3 2025: $221.2MQ4 2025: $184.4MQ1 2026: $181.2MQ2 2026: $207.3M
Q1 2021Q2 2026
13F filings of Ridgecrest Wealth Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 5, 2026111$207.3MGOOGLAAPLiShares Core Dividend Growth ETFvs. Q1 2026SEC
Q1 2026Apr 22, 202696$181.2MAAPLGOOGLiShares Core Dividend Growth ETFvs. Q4 2025SEC
Q4 2025Jan 22, 2026103$184.4MAAPLGOOGLNVDAvs. Q3 2025SEC
Q3 2025Oct 14, 2025118$221.2MAAPLGOOGLiShares Core Dividend Growth ETFvs. Q2 2025SEC
Q2 2025Jul 15, 2025111$189.5MAAPLiShares Core Dividend Growth ETFGOOGLvs. Q1 2025SEC
Q1 2025Apr 22, 2025112$190.9MAAPLiShares Core Dividend Growth ETFGOOGLvs. Q4 2024SEC
Q4 2024Jan 22, 2025107$184.4MAAPLiShares Core Dividend Growth ETFGOOGLvs. Q3 2024SEC
Q3 2024Nov 4, 2024112$191.8MAAPLiShares Core Dividend Growth ETFGOOGLvs. Q2 2024SEC
Q2 2024Aug 5, 2024106$166.1MAAPLiShares Core Dividend Growth ETFGOOGLvs. Q1 2024SEC
Q1 2024Apr 17, 2024109$168.0MAAPLiShares Core Dividend Growth ETFGOOGLvs. Q4 2023SEC
Q4 2023Jan 9, 202499$151.3MAAPLiShares Core Dividend Growth ETFGOOGLvs. Q3 2023SEC
Q3 2023Oct 25, 202397$142.6MAAPLiShares Core Dividend Growth ETFGOOGLvs. Q2 2023SEC
Q2 2023Jul 31, 2023103$151.2MAAPLiShares Core Dividend Growth ETFGOOGLvs. Q1 2023SEC
Q1 2023Apr 24, 202397$140.3MAAPLiShares Core Dividend Growth ETFGOOGLvs. Q4 2022SEC
Q4 2022Jan 26, 202394$131.7MAAPLiShares Core Dividend Growth ETFCVXvs. Q3 2022SEC
Q3 2022Oct 20, 202298$122.6MAAPLiShares Core Dividend Growth ETFGOOGLvs. Q2 2022SEC
Q2 2022Jul 29, 2022106$137.4MAAPLiShares Core Dividend Growth ETFGOOGLvs. Q1 2022SEC
Q1 2022Apr 26, 2022109$157.5MAAPLGOOGLCVXvs. Q4 2021SEC
Q4 2021Jan 19, 2022122$205.4MAAPLVanguard Short-Term Bond ETFVanguard Scottsdale FDSvs. Q3 2021SEC
Q3 2021Nov 3, 2021114$183.6MAAPLVanguard Short-Term Bond ETFVanguard Scottsdale FDSvs. Q2 2021SEC
Q2 2021Jul 21, 2021109$160.1MAAPLVanguard Short-Term Bond ETFVanguard Scottsdale FDSvs. Q1 2021SEC
Q1 2021May 19, 202192$104.9MAAPLState Street SPDR Bloomberg 1-3 Month T-Bill ETFJPMorgan Ultra-Short Income ETF–SEC