0001860719-22-000002.txt : 20220426
0001860719-22-000002.hdr.sgml : 20220426
20220426150943
ACCESSION NUMBER: 0001860719-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220426
DATE AS OF CHANGE: 20220426
EFFECTIVENESS DATE: 20220426
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: 22853777
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
03-31-2022
03-31-2022
RIDGECREST WEALTH PARTNERS, LLC
35 MILLER AVENUE
#26
MILL VALLEY
CA
94941
13F HOLDINGS REPORT
028-21260
N
MICHELLE ELDRIDGE
SR. COMPLIANCE OFFICER
971-371-3446
MICHELLE ELDRIDGE
PORTLAND
OR
04-26-2022
0
109
157514
false
INFORMATION TABLE
2
ridgecrestwealth_13f_q12022.xml
APPLE INC
COM
037833100
20028
114701
SH
SOLE
0
0
114701
ALPHABET INC
CAP STK CL A
02079K305
9811
3527
SH
SOLE
0
0
3527
CHEVRON CORP NEW
COM
166764100
6727
41310
SH
SOLE
0
0
41310
ISHARES TR
CORE DIV GRWTH
46434V621
6031
112923
SH
SOLE
0
0
112923
ISHARES TR
CORE S&P TTL STK
464287150
5851
57967
SH
SOLE
0
0
57967
ISHARES TR
CORE S&P500 ETF
464287200
5812
12811
SH
SOLE
0
0
12811
S&P GLOBAL INC
COM
78409V104
5332
13000
SH
SOLE
0
0
13000
PROCTER AND GAMBLE CO
COM
742718109
4799
31409
SH
SOLE
0
0
31409
MICROSOFT CORP
COM
594918104
4674
15161
SH
SOLE
0
0
15161
BRUNSWICK CORP
COM
117043109
4086
50508
SH
SOLE
0
0
50508
ALPHABET INC
CAP STK CL C
02079K107
3656
1309
SH
SOLE
0
0
1309
PFIZER INC
COM
717081103
3633
70184
SH
SOLE
0
0
70184
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3610
7992
SH
SOLE
0
0
7992
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
3514
8464
SH
SOLE
0
0
8464
NVIDIA CORPORATION
COM
67066G104
3059
11212
SH
SOLE
0
0
11212
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
2627
33728
SH
SOLE
0
0
33728
JOHNSON & JOHNSON
COM
478160104
2516
14199
SH
SOLE
0
0
14199
SUNRUN INC
COM
86771W105
2178
71707
SH
SOLE
0
0
71707
STARBUCKS CORP
COM
855244109
2157
23715
SH
SOLE
0
0
23715
ABBVIE INC
COM
00287Y109
1838
11340
SH
SOLE
0
0
11340
COCA COLA CO
COM
191216100
1819
29343
SH
SOLE
0
0
29343
ISHARES TR
TIPS BD ETF
464287176
1785
14329
SH
SOLE
0
0
14329
INTERNATIONAL BUSINESS MACHS
COM
459200101
1771
13620
SH
SOLE
0
0
13620
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1767
22625
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SOLE
0
0
22625
VERIZON COMMUNICATIONS INC
COM
92343V104
1753
34407
SH
SOLE
0
0
34407
MERCK & CO. INC
COM
58933Y105
1665
20294
SH
SOLE
0
0
20294
INVESCO QQQ TR
UNIT SER 1
46090E103
1530
4221
SH
SOLE
0
0
4221
ISHARES TR
CORE HIGH DV ETF
46429B663
1503
14065
SH
SOLE
0
0
14065
CISCO SYS INC
COM
17275R102
1497
26853
SH
SOLE
0
0
26853
TESLA INC
COM
88160R101
1442
1338
SH
SOLE
0
0
1338
UNION PAC CORP
COM
907818108
1437
5261
SH
SOLE
0
0
5261
EXXON MOBIL CORP
COM
30231G102
1315
15922
SH
SOLE
0
0
15922
JPMORGAN CHASE & CO
COM
46625H100
1232
9037
SH
SOLE
0
0
9037
NORFOLK SOUTHN CORP
COM
655844108
1158
4060
SH
SOLE
0
0
4060
INTEL CORP
COM
458140100
1127
22748
SH
SOLE
0
0
22748
ABBOTT LABS
COM
002824100
1118
9443
SH
SOLE
0
0
9443
AMGEN INC
COM
031162100
1111
4593
SH
SOLE
0
0
4593
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
1069
21263
SH
SOLE
0
0
21263
DISNEY WALT CO
COM
254687106
1029
7499
SH
SOLE
0
0
7499
BRISTOL-MYERS SQUIBB CO
COM
110122108
882
12079
SH
SOLE
0
0
12079
COUPA SOFTWARE INC
COM
22266L106
823
8100
SH
SOLE
0
0
8100
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
815
7260
SH
SOLE
0
0
7260
HOME DEPOT INC
COM
437076102
758
2531
SH
SOLE
0
0
2531
AT&T INC
COM
00206R102
720
30471
SH
SOLE
0
0
30471
APPLIED MATLS INC
COM
038222105
715
5424
SH
SOLE
0
0
5424
NEXTERA ENERGY INC
COM
65339F101
715
8440
SH
SOLE
0
0
8440
ISHARES TR
ISHS 1-5YR INVS
464288646
679
13124
SH
SOLE
0
0
13124
AMAZON COM INC
COM
023135106
676
207
SH
SOLE
0
0
207
ADOBE SYSTEMS INCORPORATED
COM
00724F101
626
1375
SH
SOLE
0
0
1375
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
623
2738
SH
SOLE
0
0
2738
PEPSICO INC
COM
713448108
622
3719
SH
SOLE
0
0
3719
ISHARES TR
CORE 1 5 YR USD
46432F859
611
12600
SH
SOLE
0
0
12600
ORACLE CORP
COM
68389X105
599
7238
SH
SOLE
0
0
7238
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
579
11313
SH
SOLE
0
0
11313
MCDONALDS CORP
COM
580135101
574
2323
SH
SOLE
0
0
2323
ISHARES TR
CORE US AGGBD ET
464287226
557
5204
SH
SOLE
0
0
5204
COSTCO WHSL CORP NEW
COM
22160K105
542
942
SH
SOLE
0
0
942
ISHARES TR
SHRT NAT MUN ETF
464288158
520
4972
SH
SOLE
0
0
4972
ISHARES TR
MSCI USA MIN VOL
46429B697
516
6651
SH
SOLE
0
0
6651
BK OF AMERICA CORP
COM
060505104
504
12230
SH
SOLE
0
0
12230
SPDR SER TR
SPDR BLOOMBERG
78468R663
494
5398
SH
SOLE
0
0
5398
CATERPILLAR INC
COM
149123101
474
2127
SH
SOLE
0
0
2127
SCHWAB CHARLES CORP
COM
808513105
464
5508
SH
SOLE
0
0
5508
HONEYWELL INTL INC
COM
438516106
460
2366
SH
SOLE
0
0
2366
WELLS FARGO CO NEW
COM
949746101
455
9381
SH
SOLE
0
0
9381
WALMART INC
COM
931142103
429
2880
SH
SOLE
0
0
2880
PUBLIC STORAGE
COM
74460D109
424
1086
SH
SOLE
0
0
1086
CLOROX CO DEL
COM
189054109
414
2978
SH
SOLE
0
0
2978
BLACKSTONE GROUP INC
COM
09260D107
403
3175
SH
SOLE
0
0
3175
FACEBOOK INC
CL A
30303M102
400
1797
SH
SOLE
0
0
1797
3M CO
COM
88579Y101
393
2641
SH
SOLE
0
0
2641
UNITEDHEALTH GROUP INC
COM
91324P102
380
745
SH
SOLE
0
0
745
TRAVELERS COMPANIES INC
COM
89417E109
380
2077
SH
SOLE
0
0
2077
KIMBERLY-CLARK CORP
COM
494368103
379
3075
SH
SOLE
0
0
3075
UNITED PARCEL SERVICE INC
CL B
911312106
378
1763
SH
SOLE
0
0
1763
ANTHEM INC
COM
036752103
376
765
SH
SOLE
0
0
765
FORD MTR CO DEL
COM
345370860
374
22100
SH
SOLE
0
0
22100
SPDR SER TR
S&P DIVID ETF
78464A763
365
2850
SH
SOLE
0
0
2850
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
361
1040
SH
SOLE
0
0
1040
HEALTHPEAK PROPERTIES INC
COM
42250P103
360
10493
SH
SOLE
0
0
10493
MCKESSON CORP
COM
58155Q103
349
1141
SH
SOLE
0
0
1141
AMERICAN EXPRESS CO
COM
025816109
345
1846
SH
SOLE
0
0
1846
NETFLIX INC
COM
64110L106
344
918
SH
SOLE
0
0
918
LILLY ELI & CO
COM
532457108
329
1150
SH
SOLE
0
0
1150
GILEAD SCIENCES INC
COM
375558103
326
5481
SH
SOLE
0
0
5481
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
313
4201
SH
SOLE
0
0
4201
COMCAST CORP NEW
CL A
20030N101
312
6666
SH
SOLE
0
0
6666
BROWN FORMAN CORP
CL B
115637209
304
4530
SH
SOLE
0
0
4530
BAXTER INTL INC
COM
071813109
293
3781
SH
SOLE
0
0
3781
ISHARES TR
CORE S&P US VLU
464287663
281
3700
SH
SOLE
0
0
3700
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
278
1715
SH
SOLE
0
0
1715
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
266
1010
SH
SOLE
0
0
1010
LOCKHEED MARTIN CORP
COM
539830109
260
590
SH
SOLE
0
0
590
QUALCOMM INC
COM
747525103
253
1655
SH
SOLE
0
0
1655
MONDELEZ INTL INC
CL A
609207105
251
3999
SH
SOLE
0
0
3999
TEXAS INSTRS INC
COM
882508104
247
1348
SH
SOLE
0
0
1348
ISHARES TR
RUS 1000 VAL ETF
464287598
242
1460
SH
SOLE
0
0
1460
WASTE MGMT INC DEL
COM
94106L109
238
1500
SH
SOLE
0
0
1500
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
231
1462
SH
SOLE
0
0
1462
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
225
3028
SH
SOLE
0
0
3028
REALTY INCOME CORP
COM
756109104
203
2929
SH
SOLE
0
0
2929
EMPIRE ST RLTY OP L P
UNIT LTD PRT 60
292102209
200
21045
SH
SOLE
0
0
21045
SENSEONICS HLDGS INC
COM
81727U105
197
100000
SH
SOLE
0
0
100000
EMPIRE ST RLTY TR INC
CL A
292104106
110
11180
SH
SOLE
0
0
11180
NUVEEN PFD & INCM SECURTIES
COM
67072C105
84
10000
SH
SOLE
0
0
10000
SIRIUS XM HOLDINGS INC
COM
82968B103
79
12000
SH
SOLE
0
0
12000
BLACKROCK ENHANCED INTL DIV
COM BENE INTER
092524107
58
10000
SH
SOLE
0
0
10000
T2 BIOSYSTEMS INC
COM
89853L104
5
10000
SH
SOLE
0
0
10000
AILERON THERAPEUTICS INC
COM
00887A105
5
10000
SH
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0
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10000