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 (483 days), 120 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +11.3% · 1 year +16.2% · all +16.2%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 11.8% · long · since 2025-09-30
- GOOGL · 10.2% · long · since 2025-09-30
- NVDA · 7.8% · long · since 2025-09-30
- 46434V621 · 6.5% · long · since 2025-09-30
- 922908363 · 6.5% · long · since 2025-09-30
- 464287200 · 3.6% · long · since 2025-09-30
- MSFT · 3.6% · long · since 2025-09-30
- 921908844 · 3.2% · long · since 2025-09-30
- 02079K107 · 3.0% · long · since 2025-09-30
- 464287150 · 3.0% · long · since 2025-09-30
- CVX · 2.6% · long · since 2025-09-30
- PG · 1.5% · long · since 2025-09-30