0001860719-23-000001.txt : 20230126 0001860719-23-000001.hdr.sgml : 20230126 20230126131557 ACCESSION NUMBER: 0001860719-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230126 DATE AS OF CHANGE: 20230126 EFFECTIVENESS DATE: 20230126 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: 23556632 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 X0202 13F-HR LIVE false false false 0001860719 XXXXXXXX 12-31-2022 12-31-2022 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 01-26-2023 0 94 131681743 false INFORMATION TABLE 2 ridgecrestwealth_13f_q42022.xml APPLE INC COM 037833100 13015463 100173 SH SOLE 0 0 100173 ISHARES TR CORE DIV GRWTH 46434V621 10798674 215973 SH SOLE 0 0 215973 CHEVRON CORP NEW COM 166764100 6740926 37556 SH SOLE 0 0 37556 ALPHABET INC CAP STK CL A 02079K305 6627359 75115 SH SOLE 0 0 75115 ISHARES TR CORE S&P500 ETF 464287200 5142267 13384 SH SOLE 0 0 13384 ISHARES TR CORE S&P TTL STK 464287150 4964531 58544 SH SOLE 0 0 58544 PROCTER AND GAMBLE CO COM 742718109 4958285 32715 SH SOLE 0 0 32715 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4685822 13337 SH SOLE 0 0 13337 BROADCOM INC COM 11135F101 4081649 7300 SH SOLE 0 0 7300 MICROSOFT CORP COM 594918104 3662774 15273 SH SOLE 0 0 15273 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3656548 24080 SH SOLE 0 0 24080 S&P GLOBAL INC COM 78409V104 3535962 10557 SH SOLE 0 0 10557 BRUNSWICK CORP COM 117043109 3276396 45455 SH SOLE 0 0 45455 SPDR S&P 500 ETF TR TR UNIT 78462F103 3058029 7996 SH SOLE 0 0 7996 PFIZER INC COM 717081103 2691648 52530 SH SOLE 0 0 52530 JOHNSON & JOHNSON COM 478160104 2499244 14148 SH SOLE 0 0 14148 STARBUCKS CORP COM 855244109 2383578 24028 SH SOLE 0 0 24028 ALPHABET INC CAP STK CL C 02079K107 2337323 26342 SH SOLE 0 0 26342 COCA COLA CO COM 191216100 1932345 30378 SH SOLE 0 0 30378 ISHARES TR CORE HIGH DV ETF 46429B663 1745526 16745 SH SOLE 0 0 16745 EXXON MOBIL CORP COM 30231G102 1728401 15670 SH SOLE 0 0 15670 SUNRUN INC COM 86771W105 1722402 71707 SH SOLE 0 0 71707 INTERNATIONAL BUSINESS MACHS COM 459200101 1384949 9830 SH SOLE 0 0 9830 ABBVIE INC COM 00287Y109 1323586 8190 SH SOLE 0 0 8190 CISCO SYS INC COM 17275R102 1279289 26853 SH SOLE 0 0 26853 JPMORGAN CHASE & CO COM 46625H100 1274231 9502 SH SOLE 0 0 9502 MERCK & CO INC COM 58933Y105 1228327 11071 SH SOLE 0 0 11071 AMGEN INC COM 031162100 1199740 4568 SH SOLE 0 0 4568 VERIZON COMMUNICATIONS INC COM 92343V104 1173270 29778 SH SOLE 0 0 29778 UNION PAC CORP COM 907818108 1089395 5261 SH SOLE 0 0 5261 INVESCO QQQ TR UNIT SER 1 46090E103 1080831 4059 SH SOLE 0 0 4059 NORFOLK SOUTHN CORP COM 655844108 1000409 4060 SH SOLE 0 0 4060 ABBOTT LABS COM 002824100 981852 8943 SH SOLE 0 0 8943 BRISTOL-MYERS SQUIBB CO COM 110122108 869084 12079 SH SOLE 0 0 12079 HOME DEPOT INC COM 437076102 832354 2635 SH SOLE 0 0 2635 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 747731 6910 SH SOLE 0 0 6910 NEXTERA ENERGY INC COM 65339F101 708928 8480 SH SOLE 0 0 8480 DISNEY WALT CO COM 254687106 692530 7971 SH SOLE 0 0 7971 PEPSICO INC COM 713448108 673681 3729 SH SOLE 0 0 3729 MCDONALDS CORP COM 580135101 641432 2434 SH SOLE 0 0 2434 VANGUARD INDEX FDS TOTAL STK MKT 922908769 606837 3174 SH SOLE 0 0 3174 ORACLE CORP COM 68389X105 604876 7400 SH SOLE 0 0 7400 COSTCO WHSL CORP NEW COM 22160K105 604406 1324 SH SOLE 0 0 1324 INTEL CORP COM 458140100 574513 21737 SH SOLE 0 0 21737 AT&T INC COM 00206R102 552480 30010 SH SOLE 0 0 30010 CATERPILLAR INC COM 149123101 533500 2227 SH SOLE 0 0 2227 APPLIED MATLS INC COM 038222105 528189 5424 SH SOLE 0 0 5424 HONEYWELL INTL INC COM 438516106 507034 2366 SH SOLE 0 0 2366 AMAZON COM INC COM 023135106 499132 5942 SH SOLE 0 0 5942 KIMBERLY-CLARK CORP COM 494368103 485306 3575 SH SOLE 0 0 3575 ISHARES TR MSCI USA MIN VOL 46429B697 479537 6651 SH SOLE 0 0 6651 TESLA INC COM 88160R101 476091 3865 SH SOLE 0 0 3865 ADOBE SYSTEMS INCORPORATED COM 00724F101 462729 1375 SH SOLE 0 0 1375 SCHWAB CHARLES CORP COM 808513105 458596 5508 SH SOLE 0 0 5508 WALMART INC COM 931142103 436713 3080 SH SOLE 0 0 3080 MCKESSON CORP COM 58155Q103 428012 1141 SH SOLE 0 0 1141 GILEAD SCIENCES INC COM 375558103 411329 4791 SH SOLE 0 0 4791 BANK AMERICA CORP COM 060505104 409198 12355 SH SOLE 0 0 12355 CLOROX CO DEL COM 189054109 403870 2878 SH SOLE 0 0 2878 ELEVANCE HEALTH INC COM 036752103 392422 765 SH SOLE 0 0 765 WELLS FARGO CO NEW COM 949746101 387341 9381 SH SOLE 0 0 9381 TRAVELERS COMPANIES INC COM 89417E109 387167 2065 SH SOLE 0 0 2065 UNITEDHEALTH GROUP INC COM 91324P102 379609 716 SH SOLE 0 0 716 UNITED PARCEL SERVICE INC CL B 911312106 361935 2082 SH SOLE 0 0 2082 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 344583 1040 SH SOLE 0 0 1040 ISHARES TR TIPS BD ETF 464287176 339650 3191 SH SOLE 0 0 3191 LILLY ELI & CO COM 532457108 310964 850 SH SOLE 0 0 850 SPDR SER TR S&P DIVID ETF 78464A763 306520 2450 SH SOLE 0 0 2450 PUBLIC STORAGE COM 74460D109 304286 1086 SH SOLE 0 0 1086 BROWN FORMAN CORP CL B 115637209 297530 4530 SH SOLE 0 0 4530 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 297510 4220 SH SOLE 0 0 4220 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 293216 3895 SH SOLE 0 0 3895 LOCKHEED MARTIN CORP COM 539830109 287029 590 SH SOLE 0 0 590 AMERICAN EXPRESS CO COM 025816109 272747 1846 SH SOLE 0 0 1846 FORD MTR CO DEL COM 345370860 269816 23200 SH SOLE 0 0 23200 MONDELEZ INTL INC CL A 609207105 266533 3999 SH SOLE 0 0 3999 ISHARES TR CORE S&P US VLU 464287663 261331 3700 SH SOLE 0 0 3700 NETFLIX INC COM 64110L106 251713 854 SH SOLE 0 0 854 WASTE MGMT INC DEL COM 94106L109 239242 1525 SH SOLE 0 0 1525 LABORATORY CORP AMER HLDGS COM NEW 50540R409 235480 1000 SH SOLE 0 0 1000 BLACKSTONE INC COM 09260D107 233699 3150 SH SOLE 0 0 3150 COMCAST CORP NEW CL A 20030N101 233110 6666 SH SOLE 0 0 6666 TEXAS INSTRS INC COM 882508104 222717 1348 SH SOLE 0 0 1348 ISHARES TR GL CLEAN ENE ETF 464288224 221804 11174 SH SOLE 0 0 11174 ISHARES TR RUS 1000 VAL ETF 464287598 221409 1460 SH SOLE 0 0 1460 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 213698 4575 SH SOLE 0 0 4575 CONAGRA BRANDS INC COM 205887102 210915 5450 SH SOLE 0 0 5450 GENERAL MLS INC COM 370334104 209625 2500 SH SOLE 0 0 2500 EMPIRE ST RLTY OP L P UNIT LTD PRT 60 292102209 138897 21045 SH SOLE 0 0 21045 NERDWALLET INC COM CL A 64082B102 136493 14218 SH SOLE 0 0 14218 EMPIRE ST RLTY TR INC CL A 292104106 75353 11180 SH SOLE 0 0 11180 SIRIUS XM HOLDINGS INC COM 82968B103 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