RIDGECREST WEALTH PARTNERS, LLC
All 13F Filings
- Location
- Mill Valley, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 207,278
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 111 | 207,278 | 13F-HR | RIDGECREST WEALTH PARTNERS, LLC |
| Q1 2026 | 4/22/2026 | 96 | 181,169 | 13F-HR | RIDGECREST WEALTH PARTNERS, LLC |
| Q4 2025 | 1/22/2026 | 103 | 184,378 | 13F-HR | RIDGECREST WEALTH PARTNERS, LLC |
| Q3 2025 | 10/14/2025 | 118 | 221,167 | 13F-HR | RIDGECREST WEALTH PARTNERS, LLC |
| Q2 2025 | 7/15/2025 | 111 | 189,455 | 13F-HR | RIDGECREST WEALTH PARTNERS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 141.7 K | 68.3% | 19.45 K | 0 | 19.45 K |
| ETFs | 65.62 K | 31.7% | 6.66 K | 0 | 6.66 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
207,278
Holdings
111
QoQ value change ($000)
26,109
(14.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.