Glekko logo

Ridgecrest Wealth Partners, LLC - Q12026 Holdings

Ridgecrest Wealth Partners, LLC holds 96 stocks with a total portfolio value of $ 181.17M as of Q12026. In Q12026, Ridgecrest Wealth Partners, LLC added 7 new positions, increased stakes in 36 stocks, reduced 22 holdings, and fully exited 14 positions. The largest holding is Apple Inc (AAPL), representing 10.84% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options