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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 $184,378,144
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 77,576 $21,089,859 11.44%
2.
Alphabet Inc.
 GOOGL 44,634 $13,970,465 7.58%
3.
Nvidia Corp
 NVDA 70,437 $13,136,531 7.12%
4.
Ishares Tr
 172,404 $11,968,294 6.49%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 13,249 $8,309,147 4.51%
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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