0001860719-22-000004.txt : 20221020 0001860719-22-000004.hdr.sgml : 20221020 20221020152432 ACCESSION NUMBER: 0001860719-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221020 DATE AS OF CHANGE: 20221020 EFFECTIVENESS DATE: 20221020 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: 221321082 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 09-30-2022 09-30-2022 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 10-20-2022 0 98 122623 false INFORMATION TABLE 2 ridgecrestwealth_13f_q32022.xml APPLE INC COM 037833100 15983 115652 SH SOLE 0 0 115652 ISHARES TR CORE DIV GRWTH 46434V621 9088 204370 SH SOLE 0 0 204370 ALPHABET INC CAP STK CL A 02079K305 6820 71303 SH SOLE 0 0 71303 CHEVRON CORP NEW COM 166764100 5775 40198 SH SOLE 0 0 40198 ISHARES TR CORE S&P500 ETF 464287200 5014 13981 SH SOLE 0 0 13981 ISHARES TR CORE S&P TTL STK 464287150 4687 58921 SH SOLE 0 0 58921 PROCTER AND GAMBLE CO COM 742718109 4130 32715 SH SOLE 0 0 32715 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3908 11903 SH SOLE 0 0 11903 MICROSOFT CORP COM 594918104 3543 15212 SH SOLE 0 0 15212 S&P GLOBAL INC COM 78409V104 3224 10557 SH SOLE 0 0 10557 BRUNSWICK CORP COM 117043109 2975 45455 SH SOLE 0 0 45455 SPDR S&P 500 ETF TR TR UNIT 78462F103 2856 7996 SH SOLE 0 0 7996 ALPHABET INC CAP STK CL C 02079K107 2575 26781 SH SOLE 0 0 26781 JOHNSON & JOHNSON COM 478160104 2311 14148 SH SOLE 0 0 14148 PFIZER INC COM 717081103 2305 52680 SH SOLE 0 0 52680 STARBUCKS CORP COM 855244109 2022 23998 SH SOLE 0 0 23998 SUNRUN INC COM 86771W105 1978 71707 SH SOLE 0 0 71707 BROADCOM INC COM 11135F101 1931 4350 SH SOLE 0 0 4350 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1876 13880 SH SOLE 0 0 13880 COCA COLA CO COM 191216100 1699 30328 SH SOLE 0 0 30328 EXXON MOBIL CORP COM 30231G102 1368 15670 SH SOLE 0 0 15670 VERIZON COMMUNICATIONS INC COM 92343V104 1333 35098 SH SOLE 0 0 35098 TESLA INC COM 88160R101 1293 4875 SH SOLE 0 0 4875 ISHARES TR CORE HIGH DV ETF 46429B663 1284 14065 SH SOLE 0 0 14065 INTERNATIONAL BUSINESS MACHS COM 459200101 1168 9830 SH SOLE 0 0 9830 ABBVIE INC COM 00287Y109 1099 8190 SH SOLE 0 0 8190 CISCO SYS INC COM 17275R102 1074 26853 SH SOLE 0 0 26853 INVESCO QQQ TR UNIT SER 1 46090E103 1055 3948 SH SOLE 0 0 3948 AMGEN INC COM 031162100 1035 4593 SH SOLE 0 0 4593 UNION PAC CORP COM 907818108 1025 5261 SH 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3245 HEALTHPEAK PROPERTIES INC COM 42250P103 240 10493 SH SOLE 0 0 10493 ISHARES TR CORE S&P US VLU 464287663 232 3700 SH SOLE 0 0 3700 LOCKHEED MARTIN CORP COM 539830109 228 590 SH SOLE 0 0 590 MONDELEZ INTL INC CL A 609207105 219 3999 SH SOLE 0 0 3999 ENGINE NO 1 ETF TRUST TRANSFRM 500 ETF 29287L106 211 5065 SH SOLE 0 0 5065 TEXAS INSTRS INC COM 882508104 209 1348 SH SOLE 0 0 1348 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 207 1882 SH SOLE 0 0 1882 LABORATORY CORP AMER HLDGS COM NEW 50540R409 205 1000 SH SOLE 0 0 1000 BAXTER INTL INC COM 071813109 202 3755 SH SOLE 0 0 3755 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 127 21045 SH SOLE 0 0 21045 NERDWALLET INC COM CL A 64082B102 126 14218 SH SOLE 0 0 14218 EMPIRE ST RLTY TR INC CL A 292104106 73 11180 SH SOLE 0 0 11180 SIRIUS XM HOLDINGS INC COM 82968B103 69 12000 SH SOLE 0 0 12000 NUVEEN PFD & INCM SECURTIES COM 67072C105 66 10000 SH SOLE 0 0 10000 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