0001860719-22-000003.txt : 20220729 0001860719-22-000003.hdr.sgml : 20220729 20220729141010 ACCESSION NUMBER: 0001860719-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220729 DATE AS OF CHANGE: 20220729 EFFECTIVENESS DATE: 20220729 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: 221119940 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 06-30-2022 06-30-2022 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 07-29-2022 0 106 137424 false INFORMATION TABLE 2 ridgecrestwealth_13f_q22022.xml APPLE INC COM 037833100 15773 115364 SH SOLE 0 0 115364 ISHARES TR CORE DIV GRWTH 46434V621 8731 183272 SH SOLE 0 0 183272 ALPHABET INC CAP STK CL A 02079K305 7698 3533 SH SOLE 0 0 3533 CHEVRON CORP NEW COM 166764100 5953 41115 SH SOLE 0 0 41115 ISHARES TR CORE S&P500 ETF 464287200 5153 13591 SH SOLE 0 0 13591 ISHARES TR CORE S&P TTL STK 464287150 5090 60749 SH SOLE 0 0 60749 PROCTER AND GAMBLE CO COM 742718109 4549 31638 SH SOLE 0 0 31638 S&P GLOBAL INC COM 78409V104 4382 13000 SH SOLE 0 0 13000 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4096 11808 SH SOLE 0 0 11808 MICROSOFT CORP COM 594918104 3915 15243 SH SOLE 0 0 15243 PFIZER INC COM 717081103 3681 70199 SH SOLE 0 0 70199 BRUNSWICK CORP COM 117043109 3302 50508 SH SOLE 0 0 50508 SPDR S&P 500 ETF TR TR UNIT 78462F103 3017 7996 SH SOLE 0 0 7996 ALPHABET INC CAP STK CL C 02079K107 2907 1329 SH SOLE 0 0 1329 JOHNSON & JOHNSON COM 478160104 2511 14148 SH SOLE 0 0 14148 STARBUCKS CORP COM 855244109 2483 32500 SH SOLE 0 0 32500 NVIDIA CORPORATION COM 67066G104 2196 14484 SH SOLE 0 0 14484 INTERNATIONAL BUSINESS MACHS COM 459200101 1909 13520 SH SOLE 0 0 13520 COCA COLA CO COM 191216100 1846 29343 SH SOLE 0 0 29343 MERCK & CO INC COM 58933Y105 1807 19821 SH SOLE 0 0 19821 VERIZON COMMUNICATIONS INC COM 92343V104 1747 34423 SH SOLE 0 0 34423 ABBVIE INC COM 00287Y109 1737 11340 SH SOLE 0 0 11340 SUNRUN INC COM 86771W105 1675 71707 SH SOLE 0 0 71707 ISHARES TR TIPS BD ETF 464287176 1524 13376 SH SOLE 0 0 13376 ISHARES TR CORE HIGH DV ETF 46429B663 1413 14065 SH SOLE 0 0 14065 EXXON MOBIL CORP COM 30231G102 1342 15670 SH SOLE 0 0 15670 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1321 9210 SH SOLE 0 0 9210 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1297 16885 SH SOLE 0 0 16885 INVESCO QQQ TR UNIT SER 1 46090E103 1217 4341 SH SOLE 0 0 4341 CISCO SYS INC COM 17275R102 1145 26853 SH SOLE 0 0 26853 UNION PAC CORP COM 907818108 1122 5261 SH SOLE 0 0 5261 AMGEN INC COM 031162100 1117 4593 SH SOLE 0 0 4593 JPMORGAN CHASE & CO COM 46625H100 1051 9334 SH SOLE 0 0 9334 TESLA INC COM 88160R101 1049 1558 SH SOLE 0 0 1558 ABBOTT LABS COM 002824100 1026 9443 SH SOLE 0 0 9443 BRISTOL-MYERS SQUIBB CO COM 110122108 930 12079 SH SOLE 0 0 12079 NORFOLK SOUTHN CORP COM 655844108 923 4060 SH SOLE 0 0 4060 INTEL CORP COM 458140100 851 22748 SH SOLE 0 0 22748 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 738 7260 SH SOLE 0 0 7260 HOME DEPOT INC COM 437076102 736 2683 SH SOLE 0 0 2683 DISNEY WALT CO COM 254687106 721 7637 SH SOLE 0 0 7637 COSTCO WHSL CORP NEW COM 22160K105 706 1474 SH SOLE 0 0 1474 NEXTERA ENERGY INC COM 65339F101 657 8480 SH SOLE 0 0 8480 AT&T INC COM 00206R102 637 30375 SH SOLE 0 0 30375 PEPSICO INC COM 713448108 621 3729 SH SOLE 0 0 3729 MCDONALDS CORP COM 580135101 601 2434 SH SOLE 0 0 2434 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 542 10811 SH SOLE 0 0 10811 AMAZON COM INC COM 023135106 541 5098 SH SOLE 0 0 5098 VANGUARD INDEX FDS TOTAL STK MKT 922908769 532 2820 SH SOLE 0 0 2820 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 527 6915 SH SOLE 0 0 6915 ORACLE CORP COM 68389X105 506 7238 SH SOLE 0 0 7238 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 504 10054 SH SOLE 0 0 10054 ADOBE SYSTEMS INCORPORATED COM 00724F101 503 1375 SH SOLE 0 0 1375 APPLIED MATLS INC COM 038222105 493 5424 SH SOLE 0 0 5424 ISHARES TR MSCI USA MIN VOL 46429B697 467 6651 SH SOLE 0 0 6651 ISHARES TR ISHS 1-5YR INVS 464288646 423 8374 SH SOLE 0 0 8374 CLOROX CO DEL COM 189054109 420 2978 SH SOLE 0 0 2978 KIMBERLY-CLARK CORP COM 494368103 416 3075 SH SOLE 0 0 3075 HONEYWELL INTL INC COM 438516106 411 2366 SH SOLE 0 0 2366 CATERPILLAR INC COM 149123101 398 2227 SH SOLE 0 0 2227 BK OF AMERICA CORP COM 060505104 381 12230 SH SOLE 0 0 12230 WALMART INC COM 931142103 374 3080 SH SOLE 0 0 3080 LILLY ELI & CO COM 532457108 373 1150 SH SOLE 0 0 1150 MCKESSON CORP COM 58155Q103 372 1141 SH SOLE 0 0 1141 UNITEDHEALTH GROUP INC COM 91324P102 370 720 SH SOLE 0 0 720 ELEVANCE HEALTH INC COM 036752103 369 765 SH SOLE 0 0 765 WELLS FARGO CO NEW COM 949746101 367 9381 SH SOLE 0 0 9381 UNITED PARCEL SERVICE INC CL B 911312106 355 1944 SH SOLE 0 0 1944 TRAVELERS COMPANIES INC COM 89420G109 351 2077 SH SOLE 0 0 2077 ISHARES TR CORE 1 5 YR USD 46432F859 351 7400 SH SOLE 0 0 7400 SCHWAB CHARLES CORP COM 808513105 348 5508 SH SOLE 0 0 5508 3M CO COM 88579Y101 342 2641 SH SOLE 0 0 2641 PUBLIC STORAGE COM 74460D109 340 1086 SH SOLE 0 0 1086 SPDR SER TR S&P DIVID ETF 78464A763 338 2850 SH SOLE 0 0 2850 GILEAD SCIENCES INC COM 375558103 323 5231 SH SOLE 0 0 5231 REALTY INCOME CORP COM 756109104 322 4718 SH SOLE 0 0 4718 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 320 1040 SH SOLE 0 0 1040 BROWN FORMAN CORP CL B 115637209 318 4530 SH SOLE 0 0 4530 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 296 4220 SH SOLE 0 0 4220 BLACKSTONE INC COM 09260D107 291 3195 SH SOLE 0 0 3195 META PLATFORMS INC CL A 30303M102 290 1797 SH SOLE 0 0 1797 HEALTHPEAK PROPERTIES INC COM 42250P103 272 10493 SH SOLE 0 0 10493 COMCAST CORP NEW CL A 20030N101 262 6666 SH SOLE 0 0 6666 AMERICAN EXPRESS CO COM 025816109 256 1846 SH SOLE 0 0 1846 LOCKHEED MARTIN CORP COM 539830109 254 590 SH SOLE 0 0 590 MONDELEZ INTL INC CL A 609207105 248 3999 SH SOLE 0 0 3999 ISHARES TR CORE S&P US VLU 464287663 247 3700 SH SOLE 0 0 3700 BAXTER INTL INC COM 071813109 243 3781 SH SOLE 0 0 3781 FORD MTR CO DEL COM 345370860 240 21600 SH SOLE 0 0 21600 ISHARES TR CORE US AGGBD ET 464287226 238 2338 SH SOLE 0 0 2338 LABORATORY CORP AMER HLDGS COM NEW 50540R409 237 1010 SH SOLE 0 0 1010 WASTE MGMT INC DEL COM 94106L109 233 1525 SH SOLE 0 0 1525 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 226 1682 SH SOLE 0 0 1682 ISHARES TR SHRT NAT MUN ETF 464288158 223 2127 SH SOLE 0 0 2127 ENGINE NO 1 ETF TRUST TRANSFRM 500 ETF 29287L106 222 5065 SH SOLE 0 0 5065 ISHARES TR RUS 1000 VAL ETF 464287598 212 1460 SH SOLE 0 0 1460 CIGNA CORP NEW COM 125523100 208 790 SH SOLE 0 0 790 TEXAS INSTRS INC COM 882508104 207 1348 SH SOLE 0 0 1348 ISHARES TR GL CLEAN ENE ETF 464288224 197 10324 SH SOLE 0 0 10324 EMPIRE ST RLTY OP L P UNIT LTD PRT 60 292102209 140 21045 SH SOLE 0 0 21045 EMPIRE ST RLTY TR INC CL A 292104106 79 11180 SH SOLE 0 0 11180 SIRIUS XM HOLDINGS INC COM 82968B103 74 12000 SH SOLE 0 0 12000 NUVEEN PFD & INCM SECURTIES COM 67072C105 73 10000 SH SOLE 0 0 10000 BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 51 10000 SH SOLE 0 0 10000 AILERON THERAPEUTICS INC COM 00887A105 3 10000 SH SOLE 0 0 10000 T2 BIOSYSTEMS INC COM 89853L104 2 10000 SH SOLE 0 0 10000