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Ridgecrest Wealth Partners, LLC
Ridgecrest Wealth Partners, LLC is an independent financial planning and wealth management firm located in Mill Valley, California. Founded in 2021, the firm operates with a client-first philosophy, offering personalized wealth growth and protection strategies. As an independent adviser, Ridgecrest Wealth Partners serves individuals and families, focusing on long-term relationships and customized financial plans.
Investment Strategy
Ridgecrest Wealth Partners offers independent, client-first financial planning and wealth management services. The firm emphasizes building lasting relationships and delivering personalized strategies tailored to individual and family needs, with a focus on both wealth growth and risk management. Their approach is rooted in understanding each client’s unique goals and adapting investment plans to navigate changing market conditions.
Latest 13F Filing Activity
Ridgecrest Wealth Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 117 equity positions with a total 13F market value of $221M. The fund increased holdings in Nvidia Corporation, Apple Inc., Alphabet Inc. among other positions. Ridgecrest Wealth Partners, LLC reduced exposure to Starbucks Corp., Procter and Gamble Co., Netflix Inc. among others.
Top Holdings
Equity Positions (117)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 12.21% | $27.0M | 106,058 | $136.50 | $254.63 | +$5.2M |
| ALPHABET INC | 7.82% | $17.3M | 71,167 | $119.46 | $243.10 | +$4.5M | |
D DGRO | ISHARES TR | 7.26% | $16.1M | 235,879 | $50.54 | $68.08 | +$896.1K |
N NVDA | NVIDIA CORPORATION | 5.87% | $13.0M | 69,532 | $161.23 | $186.58 | +$9.6M |
V VOO | VANGUARD INDEX FDS | 5.55% | $12.3M | 20,047 | $438.33 | $612.38 | +$552.3K |
Industry Allocation
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