0001860719-22-000001.txt : 20220119 0001860719-22-000001.hdr.sgml : 20220119 20220119155310 ACCESSION NUMBER: 0001860719-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220119 DATE AS OF CHANGE: 20220119 EFFECTIVENESS DATE: 20220119 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: 22538618 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 12-31-2021 12-31-2021 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 01-19-2022 0 122 205450 false INFORMATION TABLE 2 ridgecrestwealth_13f_q42021.xml APPLE INC COM 037833100 19885 111984 SH SOLE 0 0 111984 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 15390 190395 SH SOLE 0 0 190395 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 11570 142386 SH SOLE 0 0 142386 ALPHABET INC CAP STK CL A 02079K305 10172 3511 SH SOLE 0 0 3511 ISHARES TR CORE 1 5 YR USD 46432F859 6552 129915 SH SOLE 0 0 129915 S&P GLOBAL INC COM 78409V104 6135 13000 SH SOLE 0 0 13000 ISHARES TR CORE S&P500 ETF 464287200 6064 12714 SH SOLE 0 0 12714 ISHARES TR CORE S&P TTL STK 464287150 5367 50169 SH SOLE 0 0 50169 PROCTER AND GAMBLE CO COM 742718109 5171 31609 SH SOLE 0 0 31609 BRUNSWICK CORP COM 117043109 5091 50545 SH SOLE 0 0 50545 MICROSOFT CORP COM 594918104 5065 15060 SH SOLE 0 0 15060 CHEVRON CORP NEW COM 166764100 4880 41582 SH SOLE 0 0 41582 ISHARES TR SHRT NAT MUN ETF 464288158 4207 39182 SH SOLE 0 0 39182 PFIZER INC COM 717081103 4144 70184 SH SOLE 0 0 70184 ISHARES TR ISHS 1-5YR INVS 464288646 4054 75237 SH SOLE 0 0 75237 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 3856 76379 SH SOLE 0 0 76379 ALPHABET INC CAP STK CL C 02079K107 3713 1283 SH SOLE 0 0 1283 ISHARES TR CORE DIV GRWTH 46434V621 3079 55405 SH SOLE 0 0 55405 NVIDIA CORPORATION COM 67066G104 3051 10374 SH SOLE 0 0 10374 STARBUCKS CORP COM 855244109 2774 23719 SH SOLE 0 0 23719 SPDR S&P 500 ETF TR TR UNIT 78462F103 2492 5247 SH SOLE 0 0 5247 JOHNSON & JOHNSON COM 478160104 2429 14199 SH SOLE 0 0 14199 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 2401 26259 SH SOLE 0 0 26259 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2308 5287 SH SOLE 0 0 5287 ISHARES TR TIPS BD ETF 464287176 2230 17257 SH SOLE 0 0 17257 VERIZON COMMUNICATIONS INC COM 92343V104 1879 36156 SH SOLE 0 0 36156 INTERNATIONAL BUSINESS MACHS COM 459200101 1861 13920 SH SOLE 0 0 13920 COCA COLA CO COM 191216100 1737 29343 SH SOLE 0 0 29343 CISCO SYS INC COM 17275R102 1702 26850 SH SOLE 0 0 26850 MERCK & CO INC COM 58933Y105 1587 20704 SH SOLE 0 0 20704 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1569 30533 SH SOLE 0 0 30533 ABBVIE INC COM 00287Y109 1535 11340 SH SOLE 0 0 11340 TESLA INC COM 88160R101 1472 1393 SH SOLE 0 0 1393 JPMORGAN CHASE & CO COM 46625H100 1431 9037 SH SOLE 0 0 9037 ISHARES TR CORE HIGH DV ETF 46429B663 1419 14055 SH SOLE 0 0 14055 UNION PAC CORP COM 907818108 1351 5361 SH SOLE 0 0 5361 ABBOTT LABS COM 002824100 1329 9443 SH SOLE 0 0 9443 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1320 21700 SH SOLE 0 0 21700 ISHARES TR BLACKROCK ULTRA 46434V878 1275 25300 SH SOLE 0 0 25300 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1273 23175 SH SOLE 0 0 23175 NORFOLK SOUTHN CORP COM 655844108 1209 4060 SH SOLE 0 0 4060 INTEL CORP COM 458140100 1172 22748 SH SOLE 0 0 22748 ISHARES TR CORE US AGGBD ET 464287226 1168 10240 SH SOLE 0 0 10240 SKYWORKS SOLUTIONS INC COM 83088M102 1068 6886 SH SOLE 0 0 6886 HOME DEPOT INC COM 437076102 1050 2530 SH SOLE 0 0 2530 EXXON MOBIL CORP COM 30231G102 1012 16536 SH SOLE 0 0 16536 AMGEN INC COM 031162100 1000 4443 SH SOLE 0 0 4443 DISNEY WALT CO COM 254687106 973 6282 SH SOLE 0 0 6282 SALESFORCE COM INC COM 79466L302 902 3549 SH SOLE 0 0 3549 APPLIED MATLS INC COM 038222105 854 5424 SH SOLE 0 0 5424 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 851 7590 SH SOLE 0 0 7590 SUNRUN INC COM 86771W105 846 24665 SH SOLE 0 0 24665 NEXTERA ENERGY INC COM 65339F101 805 8627 SH SOLE 0 0 8627 AT&T INC COM 00206R102 781 31762 SH SOLE 0 0 31762 ADOBE SYSTEMS INCORPORATED COM 00724F101 780 1375 SH SOLE 0 0 1375 PGIM ETF TR ULTRA SHORT 69344A107 780 15756 SH SOLE 0 0 15756 BRISTOL-MYERS SQUIBB CO COM 110122108 766 12279 SH SOLE 0 0 12279 AMAZON COM INC COM 023135106 684 205 SH SOLE 0 0 205 PEPSICO INC COM 713448108 663 3817 SH SOLE 0 0 3817 INVESCO QQQ TR UNIT SER 1 46090E103 660 1660 SH SOLE 0 0 1660 ORACLE CORP COM 68389X105 631 7238 SH SOLE 0 0 7238 ISHARES TR USD INV GRDE ETF 464288620 628 10508 SH SOLE 0 0 10508 MCDONALDS CORP COM 580135101 623 2323 SH SOLE 0 0 2323 META PLATFORMS INC CL A 30303M102 605 1799 SH SOLE 0 0 1799 VANGUARD INDEX FDS TOTAL STK MKT 922908769 595 2465 SH SOLE 0 0 2465 SPDR SER TR PORTFOLIO SH TSR 78468R101 593 19500 SH SOLE 0 0 19500 CLOROX CO DEL COM 189054109 589 3378 SH SOLE 0 0 3378 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 580 5798 SH SOLE 0 0 5798 ISHARES TR 0-5YR INVT GR CP 46434V100 569 11139 SH SOLE 0 0 11139 BK OF AMERICA CORP COM 060505104 544 12230 SH SOLE 0 0 12230 SPDR SER TR NUVEEN BLMBRG SH 78468R739 541 11000 SH SOLE 0 0 11000 ISHARES TR MSCI USA MIN VOL 46429B697 538 6651 SH SOLE 0 0 6651 COSTCO WHSL CORP NEW COM 22160K105 535 942 SH SOLE 0 0 942 BLACKSTONE INC COM 09260D107 524 4050 SH SOLE 0 0 4050 HONEYWELL INTL INC COM 438516106 493 2366 SH SOLE 0 0 2366 GILEAD SCIENCES INC COM 375558103 471 6481 SH SOLE 0 0 6481 3M CO COM 88579Y101 469 2641 SH SOLE 0 0 2641 SCHWAB CHARLES CORP COM 808513105 463 5508 SH SOLE 0 0 5508 CATERPILLAR INC COM 149123101 456 2204 SH SOLE 0 0 2204 WELLS FARGO CO NEW COM 949746101 450 9381 SH SOLE 0 0 9381 KIMBERLY-CLARK CORP COM 494368103 439 3075 SH SOLE 0 0 3075 WALMART INC COM 931142103 431 2980 SH SOLE 0 0 2980 FORD MTR CO DEL COM 345370860 428 20600 SH SOLE 0 0 20600 LILLY ELI & CO COM 532457108 420 1520 SH SOLE 0 0 1520 NETFLIX INC COM 64110L106 419 695 SH SOLE 0 0 695 PUBLIC STORAGE COM 74460D109 407 1086 SH SOLE 0 0 1086 UNITEDHEALTH GROUP INC COM 91324P102 382 761 SH SOLE 0 0 761 HEALTHPEAK PROPERTIES INC COM 42250P103 379 10493 SH SOLE 0 0 10493 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 378 1040 SH SOLE 0 0 1040 UNITED PARCEL SERVICE INC CL B 911312106 378 1763 SH SOLE 0 0 1763 COMCAST CORP NEW CL A 20030N101 376 7466 SH SOLE 0 0 7466 SPDR SER TR S&P DIVID ETF 78464A763 368 2850 SH SOLE 0 0 2850 ANTHEM INC COM 036752103 355 765 SH SOLE 0 0 765 FRANKLIN ETF TR LIBERTY SHRT ETF 353506108 346 3680 SH SOLE 0 0 3680 BROWN FORMAN CORP CL B 115637209 330 4530 SH SOLE 0 0 4530 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 327 4571 SH SOLE 0 0 4571 BAXTER INTL INC COM 071813109 325 3781 SH SOLE 0 0 3781 FORTUNE BRANDS HOME & SEC IN COM 34964C106 324 3028 SH SOLE 0 0 3028 LABORATORY CORP AMER HLDGS COM NEW 50540R409 317 1010 SH SOLE 0 0 1010 AMERICAN EXPRESS CO COM 025816109 310 1896 SH SOLE 0 0 1896 QUALCOMM INC COM 747525103 303 1655 SH SOLE 0 0 1655 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 299 1742 SH SOLE 0 0 1742 TRAVELERS COMPANIES INC COM 89417E109 286 1827 SH SOLE 0 0 1827 MCKESSON CORP COM 58155Q103 284 1141 SH SOLE 0 0 1141 ISHARES TR CORE S&P US VLU 464287663 282 3700 SH SOLE 0 0 3700 MONDELEZ INTL INC CL A 609207105 265 3999 SH SOLE 0 0 3999 TEXAS INSTRS INC COM 882508104 254 1348 SH SOLE 0 0 1348 WASTE MGMT INC DEL COM 94106L109 250 1500 SH SOLE 0 0 1500 ISHARES TR RUS 1000 VAL ETF 464287598 245 1460 SH SOLE 0 0 1460 ISHARES TR MSCI KLD400 SOC 464288570 222 2384 SH SOLE 0 0 2384 XYLEM INC COM 98419M100 218 1820 SH SOLE 0 0 1820 REALTY INCOME CORP COM 756109104 210 2929 SH SOLE 0 0 2929 LOCKHEED MARTIN CORP COM 539830109 210 590 SH SOLE 0 0 590 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 209 1283 SH SOLE 0 0 1283 AMETEK INC COM 031100100 199 1350 SH SOLE 0 0 1350 EMPIRE ST RLTY OP L P UNIT LTD PRT 60 292102209 187 21045 SH SOLE 0 0 21045 EMPIRE ST RLTY TR INC CL A 292104106 100 11180 SH SOLE 0 0 11180 NUVEEN PFD & INCM SECURTIES COM 67072C105 97 10000 SH SOLE 0 0 10000 SIRIUS XM HOLDINGS INC COM 82968B103 76 12000 SH SOLE 0 0 12000 BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 63 10000 SH SOLE 0 0 10000 AILERON THERAPEUTICS INC COM 00887A105 6 10000 SH SOLE 0 0 10000 T2 BIOSYSTEMS INC COM 89853L104 5 10000 SH SOLE 0 0 10000