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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 $190,947,692
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 107,051 $23,779,308 12.45%
2.
Ishares Tr
 233,548 $14,428,580 7.56%
3.
Alphabet Inc.
 GOOGL 72,622 $11,230,342 5.88%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 17,243 $8,861,499 4.64%
5.
Nvidia Corp
 NVDA 80,061 $8,677,017 4.54%
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)