RIDGECREST WEALTH PARTNERS, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Mill Valley, CA
CIK
0001860719
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 99 151,345 AAPL, DGRO, GOOGL, ITOT 13F-HR 1/9/2024 000186071924000001
Q3 2023 97 142,566 AAPL, DGRO, GOOGL, CVX 13F-HR 10/25/2023 000186071923000004
Q2 2023 103 151,241 AAPL, DGRO, GOOGL, CVX 13F-HR 7/31/2023 000186071923000003
Q1 2023 97 140,341 AAPL, DGRO, GOOGL, CVX 13F-HR 4/24/2023 000186071923000002
Q4 2022 94 131,681 AAPL, DGRO, CVX, GOOGL 13F-HR 1/26/2023 000186071923000001
Q3 2022 98 122,623 AAPL, DGRO, GOOGL, CVX 13F-HR 10/20/2022 000186071922000004
Q2 2022 106 137,424 AAPL, DGRO, GOOGL, CVX 13F-HR 7/29/2022 000186071922000003
Q1 2022 109 157,514 AAPL, GOOGL, CVX, DGRO 13F-HR 4/26/2022 000186071922000002
Q4 2021 122 205,450 AAPL, BSV, VCSH, GOOGL 13F-HR 1/19/2022 000186071922000001
Q3 2021 114 183,604 AAPL, BSV, VCSH, GOOGL 13F-HR 11/3/2021 000186071921000001
Q2 2021 109 160,104 AAPL, BSV, VCSH, BIL 13F-HR 7/21/2021 000181991921000005
Q1 2021 92 104,900 AAPL, BIL, JPST, BC 13F-HR 5/19/2021 000183126321000004