0001831263-21-000004.txt : 20210519 0001831263-21-000004.hdr.sgml : 20210519 20210519123443 ACCESSION NUMBER: 0001831263-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210519 DATE AS OF CHANGE: 20210519 EFFECTIVENESS DATE: 20210519 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RIDGECREST WEALTH PARTNERS, LLC CENTRAL INDEX KEY: 0001860719 IRS NUMBER: 854374755 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21260 FILM NUMBER: 21939560 BUSINESS ADDRESS: STREET 1: 516 SUMMIT AVENUE CITY: MILL VALLEY STATE: CA ZIP: 94941 BUSINESS PHONE: 415-227-2881 MAIL ADDRESS: STREET 1: 35 MILLER AVENUE STREET 2: #26 CITY: MILL VALLEY STATE: CA ZIP: 94941 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001860719 XXXXXXXX 03-31-2021 03-31-2021 RIDGECREST WEALTH PARTNERS, LLC

35 MILLER AVENUE #26 MILL VALLEY CA 94941

13F HOLDINGS REPORT 028-21260 N MICHELLE ELDRIDGE 971-371-3446 MICHELLE ELDRIDGE PORTLAND OR 05-19-2021 0 92 104900 false INFORMATION TABLE 2 ridgecrestwealth_13f.xml APPLE INC COM 037833100 8612 70506 SH SOLE 0 0 70506 SPDR SER TR SPDR BLOOMBERG 78468R663 6841 74769 SH SOLE 0 0 74769 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 6143 121026 SH SOLE 0 0 121026 BRUNSWICK CORP COM 117043109 4589 48120 SH SOLE 0 0 48120 S&P GLOBAL INC COM 78409V104 4587 13000 SH SOLE 0 0 13000 PROCTER AND GAMBLE CO COM 742718109 3293 24315 SH SOLE 0 0 24315 ISHARES TR CORE S&P500 ETF 464287200 3225 8106 SH SOLE 0 0 8106 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 2842 28388 SH SOLE 0 0 28388 ISHARES TR CORE S&P TTL STK 464287150 2684 29298 SH SOLE 0 0 29298 CHEVRON CORP NEW COM 166764100 2477 23637 SH SOLE 0 0 23637 ALPHABET INC CAP STK CL C 02079K107 2267 1096 SH SOLE 0 0 1096 FRANKLIN ETF TR LIBERTY SHRT ETF 353506108 2247 23600 SH SOLE 0 0 23600 PFIZER INC COM 717081103 2240 61824 SH SOLE 0 0 61824 ALPHABET INC CAP STK CL A 02079K305 2145 1040 SH SOLE 0 0 1040 MICROSOFT CORP COM 594918104 2072 8790 SH SOLE 0 0 8790 TESLA INC COM 88160R101 1900 2845 SH SOLE 0 0 2845 ISHARES TR TIPS BD ETF 464287176 1858 14804 SH SOLE 0 0 14804 ISHARES TR ISHS 1-5YR INVS 464288646 1780 32550 SH SOLE 0 0 32550 JOHNSON & JOHNSON COM 478160104 1637 9958 SH SOLE 0 0 9958 SPDR S&P 500 ETF TR TR UNIT 78462F103 1595 4025 SH SOLE 0 0 4025 INTERNATIONAL BUSINESS MACHS COM 459200101 1546 11604 SH SOLE 0 0 11604 MERCK & CO. INC COM 58933Y105 1475 19138 SH SOLE 0 0 19138 VERIZON COMMUNICATIONS INC COM 92343V104 1459 25083 SH SOLE 0 0 25083 JPMORGAN CHASE & CO COM 46625H100 1355 8901 SH SOLE 0 0 8901 COCA COLA CO COM 191216100 1307 24801 SH SOLE 0 0 24801 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1303 3578 SH SOLE 0 0 3578 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1241 15095 SH SOLE 0 0 15095 UNION PAC CORP COM 907818108 1182 5361 SH SOLE 0 0 5361 STARBUCKS CORP COM 855244109 1112 10181 SH SOLE 0 0 10181 ISHARES TR CORE HIGH DV ETF 46429B663 1095 11536 SH SOLE 0 0 11536 NORFOLK SOUTHN CORP COM 655844108 1059 3944 SH SOLE 0 0 3944 DISNEY WALT CO COM 254687106 1054 5713 SH SOLE 0 0 5713 ISHARES TR CORE US AGGBD ET 464287226 1030 9048 SH SOLE 0 0 9048 AT&T INC COM 00206R102 1014 33513 SH SOLE 0 0 33513 CISCO SYS INC COM 17275R102 942 18213 SH SOLE 0 0 18213 COLGATE PALMOLIVE CO COM 194162103 929 11791 SH SOLE 0 0 11791 ABBVIE INC COM 00287Y109 897 8290 SH SOLE 0 0 8290 HOME DEPOT INC COM 437076102 883 2892 SH SOLE 0 0 2892 ABBOTT LABS COM 002824100 874 7295 SH SOLE 0 0 7295 INTEL CORP COM 458140100 867 13541 SH SOLE 0 0 13541 PGIM ETF TR ULTRA SHORT 69344A107 784 15734 SH SOLE 0 0 15734 EXXON MOBIL CORP COM 30231G102 678 12146 SH SOLE 0 0 12146 BRISTOL-MYERS SQUIBB CO COM 110122108 618 9781 SH SOLE 0 0 9781 ISHARES TR USD INV GRDE ETF 464288620 601 10185 SH SOLE 0 0 10185 SPDR SER TR PORTFOLIO SH TSR 78468R101 598 19500 SH SOLE 0 0 19500 SUNRUN INC COM 86771W105 590 9762 SH SOLE 0 0 9762 VANGUARD INDEX FDS TOTAL STK MKT 922908769 482 2330 SH SOLE 0 0 2330 ADOBE SYSTEMS INCORPORATED COM 00724F101 475 1000 SH SOLE 0 0 1000 CLOROX CO DEL COM 189054109 463 2400 SH SOLE 0 0 2400 3M CO COM 88579Y101 460 2385 SH SOLE 0 0 2385 AMAZON COM INC COM 023135106 439 142 SH SOLE 0 0 142 ORACLE CORP COM 68389X105 431 6138 SH SOLE 0 0 6138 AMGEN INC COM 031162100 415 1668 SH SOLE 0 0 1668 FACEBOOK INC CL A 30303M102 406 1377 SH SOLE 0 0 1377 GILEAD SCIENCES INC COM 375558103 404 6255 SH SOLE 0 0 6255 HONEYWELL INTL INC COM 438516106 402 1850 SH SOLE 0 0 1850 PEPSICO INC COM 713448108 400 2825 SH SOLE 0 0 2825 BAXTER INTL INC COM 071813109 395 4678 SH SOLE 0 0 4678 WALMART INC COM 931142103 387 2850 SH SOLE 0 0 2850 SCHWAB CHARLES CORP COM 808513105 359 5508 SH SOLE 0 0 5508 NETFLIX INC COM 64110L106 355 681 SH SOLE 0 0 681 SPDR SER TR S&P DIVID ETF 78464A763 344 2914 SH SOLE 0 0 2914 MCDONALDS CORP COM 580135101 334 1491 SH SOLE 0 0 1491 COMCAST CORP NEW CL A 20030N101 332 6134 SH SOLE 0 0 6134 ISHARES TR 0-5YR INVT GR CP 46434V100 308 5947 SH SOLE 0 0 5947 UNITEDHEALTH GROUP INC COM 91324P102 300 806 SH SOLE 0 0 806 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 298 4650 SH SOLE 0 0 4650 BK OF AMERICA CORP COM 060505104 294 7600 SH SOLE 0 0 7600 UNITED PARCEL SERVICE INC CL B 911312106 285 1675 SH SOLE 0 0 1675 NEXTERA ENERGY INC COM 65339F101 272 3600 SH SOLE 0 0 3600 TRAVELERS COMPANIES INC COM 89417E109 268 1779 SH SOLE 0 0 1779 ARK ETF TR GENOMIC REV ETF 00214Q302 266 3000 SH SOLE 0 0 3000 ISHARES TR CORE S&P US VLU 464287663 255 3700 SH SOLE 0 0 3700 LABORATORY CORP AMER HLDGS COM NEW 50540R409 255 1000 SH SOLE 0 0 1000 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 243 2400 SH SOLE 0 0 2400 TEXAS INSTRS INC COM 882508104 240 1270 SH SOLE 0 0 1270 EMPIRE ST RLTY OP L P UNIT LTD PRT 60 292102209 234 21045 SH SOLE 0 0 21045 ANTHEM INC COM 036752103 230 640 SH SOLE 0 0 640 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 230 4463 SH SOLE 0 0 4463 KIMBERLY-CLARK CORP COM 494368103 229 1650 SH SOLE 0 0 1650 BLACKSTONE GROUP INC COM 09260D107 224 3000 SH SOLE 0 0 3000 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 223 3630 SH SOLE 0 0 3630 CATERPILLAR INC COM 149123101 220 950 SH SOLE 0 0 950 FORTUNE BRANDS HOME & SEC IN COM 34964C106 220 2300 SH SOLE 0 0 2300 LOCKHEED MARTIN CORP COM 539830109 203 550 SH SOLE 0 0 550 MCKESSON CORP COM 58155Q103 203 1041 SH SOLE 0 0 1041 ISHARES TR CORE 1 5 YR USD 46432F859 201 3925 SH SOLE 0 0 3925 FORD MTR CO DEL COM 345370860 174 14200 SH SOLE 0 0 14200 EMPIRE ST RLTY TR INC CL A 292104106 124 11180 SH SOLE 0 0 11180 BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 61 10000 SH SOLE 0 0 10000 T2 BIOSYSTEMS INC COM 89853L104 16 10000 SH SOLE 0 0 10000 AILERON THERAPEUTICS INC COM 00887A105 14 10000 SH SOLE 0 0 10000