SEC Form 13F · Q1 2026

RIDGECREST WEALTH PARTNERS, LLC

Institutional Holdings Report

13F-HRCA
$181.2M
Portfolio Value
96
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
RIDGECREST WEALTH PARTNERS, LLC
CIK
1860719
Accession No.
0001860719-26-000002
Location
MILL VALLEY, CA
Form Type
13F-HR
Portfolio Value
$181.2M
Holdings Reported
96
Reporting Period
Q1 2026
Filed
April 22, 2026

About this Filing

RIDGECREST WEALTH PARTNERS, LLC is an institutional investment manager based in MILL VALLEY, CA reporting approximately $181.2M in 13(f) securities across 96 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.