0001860719-24-000001.txt : 20240109 0001860719-24-000001.hdr.sgml : 20240109 20240109164602 ACCESSION NUMBER: 0001860719-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240109 DATE AS OF CHANGE: 20240109 EFFECTIVENESS DATE: 20240109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RIDGECREST WEALTH PARTNERS, LLC CENTRAL INDEX KEY: 0001860719 ORGANIZATION NAME: 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: 24523808 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 12-31-2023 12-31-2023 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 01-09-2024 0 99 151345880 false INFORMATION TABLE 2 ridgecrestwealth_13f_q42023.xml APPLE INC COM 037833100 18855897 97937 SH SOLE 0 0 97937 ISHARES TR CORE DIV GRWTH 46434V621 13248950 246172 SH SOLE 0 0 246172 ALPHABET INC CAP STK CL A 02079K305 10133798 72545 SH SOLE 0 0 72545 ISHARES TR CORE S&P TTL STK 464287150 6020314 57211 SH SOLE 0 0 57211 ISHARES TR CORE S&P500 ETF 464287200 5824220 12194 SH SOLE 0 0 12194 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5792842 13262 SH SOLE 0 0 13262 MICROSOFT CORP COM 594918104 5783082 15379 SH SOLE 0 0 15379 CHEVRON CORP NEW COM 166764100 5194497 34825 SH SOLE 0 0 34825 PROCTER AND GAMBLE CO COM 742718109 4737199 32327 SH SOLE 0 0 32327 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4276381 25096 SH SOLE 0 0 25096 SPDR S&P 500 ETF TR TR UNIT 78462F103 3833998 8066 SH SOLE 0 0 8066 ALPHABET INC CAP STK CL C 02079K107 3554532 25222 SH SOLE 0 0 25222 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