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
SR. COMPLIANCE OFFICER
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