0001860719-23-000002.txt : 20230424 0001860719-23-000002.hdr.sgml : 20230424 20230424155957 ACCESSION NUMBER: 0001860719-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230424 DATE AS OF CHANGE: 20230424 EFFECTIVENESS DATE: 20230424 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: 23839964 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 03-31-2023 03-31-2023 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 04-24-2023 0 97 140341383 false INFORMATION TABLE 2 ridgecrestwealth_13f_q12023.xml APPLE INC COM 037833100 16541109 100310 SH SOLE 0 0 100310 ISHARES TR CORE DIV GRWTH 46434V621 11532996 230706 SH SOLE 0 0 230706 ALPHABET INC CAP STK CL A 02079K305 7782825 75030 SH SOLE 0 0 75030 CHEVRON CORP NEW COM 166764100 6125190 37541 SH SOLE 0 0 37541 ISHARES TR CORE S&P500 ETF 464287200 5439411 13232 SH SOLE 0 0 13232 ISHARES TR CORE S&P TTL STK 464287150 5302246 58556 SH SOLE 0 0 58556 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5043475 13411 SH SOLE 0 0 13411 PROCTER AND GAMBLE CO COM 742718109 4852201 32633 SH SOLE 0 0 32633 MICROSOFT CORP COM 594918104 4341850 15060 SH SOLE 0 0 15060 BROADCOM INC COM 11135F101 4298318 6700 SH SOLE 0 0 6700 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3777865 24530 SH SOLE 0 0 24530 BRUNSWICK CORP COM 117043109 3727310 45455 SH SOLE 0 0 45455 S&P GLOBAL INC COM 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MERCK & CO INC COM 58933Y105 1177844 11071 SH SOLE 0 0 11071 AMGEN INC COM 031162100 1104314 4568 SH SOLE 0 0 4568 UNION PAC CORP COM 907818108 1058829 5261 SH SOLE 0 0 5261 ABBOTT LABS COM 002824100 905568 8943 SH SOLE 0 0 8943 NORFOLK SOUTHN CORP COM 655844108 860671 4060 SH SOLE 0 0 4060 TESLA INC COM 88160R101 815733 3932 SH SOLE 0 0 3932 BRISTOL-MYERS SQUIBB CO COM 110122108 809471 11679 SH SOLE 0 0 11679 DISNEY WALT CO COM 254687106 779623 7786 SH SOLE 0 0 7786 HOME DEPOT INC COM 437076102 777983 2636 SH SOLE 0 0 2636 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 777535 7370 SH SOLE 0 0 7370 ORACLE CORP COM 68389X105 687608 7400 SH SOLE 0 0 7400 MCDONALDS CORP COM 580135101 680571 2434 SH SOLE 0 0 2434 PEPSICO INC COM 713448108 679797 3729 SH SOLE 0 0 3729 INTEL CORP COM 458140100 672941 20598 SH SOLE 0 0 20598 APPLIED MATLS INC COM 038222105 666230 5424 SH SOLE 0 0 5424 COSTCO WHSL CORP NEW COM 22160K105 657856 1324 SH SOLE 0 0 1324 NEXTERA ENERGY INC COM 65339F101 654949 8497 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SH SOLE 0 0 2065 BANK AMERICA CORP COM 060505104 353353 12355 SH SOLE 0 0 12355 ELEVANCE HEALTH INC COM 036752103 351755 765 SH SOLE 0 0 765 FORD MTR CO DEL COM 345370860 350872 27847 SH SOLE 0 0 27847 WELLS FARGO CO NEW COM 949746101 350662 9381 SH SOLE 0 0 9381 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 345925 1040 SH SOLE 0 0 1040 META PLATFORMS INC CL A 30303M102 335746 1584 SH SOLE 0 0 1584 SPDR SER TR S&P DIVID ETF 78464A763 334512 2704 SH SOLE 0 0 2704 PUBLIC STORAGE COM 74460D109 328124 1086 SH SOLE 0 0 1086 ISHARES TR TIPS BD ETF 464287176 320387 2906 SH SOLE 0 0 2906 AMERICAN EXPRESS CO COM 025816109 304498 1846 SH SOLE 0 0 1846 NETFLIX INC COM 64110L106 294905 854 SH SOLE 0 0 854 SCHWAB CHARLES CORP COM 808513105 293747 5608 SH SOLE 0 0 5608 LILLY ELI & CO COM 532457108 291907 850 SH SOLE 0 0 850 BROWN FORMAN CORP CL B 115637209 291143 4530 SH SOLE 0 0 4530 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 285652 4220 SH SOLE 0 0 4220 LOCKHEED MARTIN CORP COM 539830109 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