Long-term investor

Ridgecrest Wealth Partners, LLC @ridgecrestwealthpartners

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001860719).

Record

  • Tracked since 2025-06-30 (434 days), 99 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.0% · 6 months +12.1% · 1 year +24.0% · all +24.0%
  • Max drawdown -3.7% · Sharpe 1.26 · win rate 39% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • GOOGL · 10.9% · long · since 2025-06-30
  • AAPL · 10.7% · long · since 2025-06-30
  • 46434V621 · 6.6% · long · since 2025-06-30
  • NVDA · 6.5% · long · since 2025-06-30
  • 922908363 · 5.4% · long · since 2025-06-30
  • 464287200 · 3.6% · long · since 2025-06-30
  • 921908844 · 3.3% · long · since 2025-06-30
  • 464287150 · 3.1% · long · since 2025-06-30
  • 02079K107 · 3.1% · long · since 2025-06-30
  • MSFT · 2.7% · long · since 2025-06-30
  • CVX · 2.2% · long · since 2025-06-30
  • AVGO · 2.0% · long · since 2025-06-30

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