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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 $184,394,124
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 104,837 $26,253,322 14.23%
2.
Ishares Tr
 228,469 $14,014,262 7.6%
3.
Alphabet Inc.
 GOOGL 72,921 $13,803,916 7.48%
4.
Nvidia Corp
 NVDA 75,681 $10,163,170 5.51%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 15,113 $8,143,036 4.41%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)