☆RIDGECREST WEALTH PARTNERS, LLC
Quality Q
0.417
AUM ($M)
207
Positions
111
Turnover
0.09
Top-10 wt
56%
Herfindahl
0.044
History (qtrs)
6
Excess Return
—
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Holdings · 115 positions · portfolio value $207M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 10.9% | +3.9% | 22.6 | 63,336 | +19,318 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 10.7% | -0.1% | 22.3 | 76,989 | -419 | 5 | — |
| ☆DGRO funds › | ISHARES TR | ADD | — | 6.6% | -0.3% | 13.8 | 181,702 | +2,502 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 6.5% | -0.3% | 13.5 | 67,440 | -3,158 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 5.4% | +0.1% | 11.2 | 16,235 | +305 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 3.6% | -0.1% | 7.5 | 9,999 | -340 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | TRIM | — | 3.3% | -0.2% | 6.9 | 29,329 | -222 | 5 | — |
| ☆ITOT funds › | ISHARES TR | TRIM | — | 3.1% | -0.0% | 6.5 | 39,536 | -526 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 3.1% | +0.2% | 6.3 | 17,955 | -147 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 2.7% | -0.4% | 5.6 | 15,127 | +10 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 2.2% | -0.9% | 4.5 | 27,261 | -117 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 2.0% | -1.8% | 4.2 | 11,239 | -11,106 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | ADD | — | 2.0% | +0.9% | 4.1 | 5,621 | +8 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 1.6% | -0.2% | 3.3 | 22,493 | -105 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 1.5% | +0.4% | 3.2 | 27,276 | +318 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 1.4% | -0.1% | 3.0 | 4 | +0 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | HOLD | — | 1.3% | -0.1% | 2.7 | 17,142 | +0 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 1.3% | -0.1% | 2.6 | 3,515 | -266 | 5 | — |
| ☆HDV funds › | ISHARES TR | ADD | — | 1.3% | -0.2% | 2.6 | 95,357 | +76,080 | 5 | — |
| ☆KO funds › | COCA COLA CO | HOLD | — | 1.1% | -0.1% | 2.3 | 28,316 | +0 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 1.0% | +0.0% | 2.1 | 8,339 | +1 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 1.0% | -0.2% | 2.0 | 6,016 | -851 | 5 | — |
| ☆BC funds › | BRUNSWICK CORP | TRIM | — | 0.9% | -0.0% | 1.9 | 23,108 | -700 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.9% | +0.1% | 1.9 | 7,989 | +584 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.9% | +0.0% | 1.9 | 6,662 | -1 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 0.8% | +0.2% | 1.8 | 1,653 | -7 | 5 | — |
| ☆CUSIP:78409V112 funds › | S&P GLOBAL INC | NEW | — | 0.8% | +0.8% | 1.7 | 4,232 | +4,232 | 1 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.8% | -0.1% | 1.6 | 4,325 | +104 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.7% | -0.1% | 1.5 | 3,626 | -369 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.7% | -0.1% | 1.5 | 5,897 | -28 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.7% | -0.3% | 1.4 | 19,229 | +1,098 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.6% | -0.3% | 1.3 | 9,526 | +1 | 5 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | HOLD | — | 0.6% | -0.0% | 1.3 | 4,060 | +0 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.6% | -0.0% | 1.2 | 3,327 | -219 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | HOLD | — | 0.5% | -0.0% | 1.1 | 4,157 | +0 | 5 | — |
| ☆INTC funds › | INTEL CORP | TRIM | — | 0.5% | +0.3% | 1.1 | 8,009 | -1,495 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | TRIM | — | 0.5% | -0.1% | 1.1 | 12,850 | -1,036 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.5% | +0.1% | 1.1 | 884 | +24 | 5 | — |
| ☆RUN funds › | SUNRUN INC | HOLD | — | 0.5% | -0.1% | 1.1 | 79,000 | +0 | 5 | — |
| ☆SPYD funds › | SPDR SERIES TRUST | ADD | — | 0.5% | -0.0% | 1.1 | 22,035 | +200 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 0.5% | -0.1% | 1.0 | 1,115 | +51 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.5% | -0.1% | 1.0 | 2,031 | -50 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.5% | -0.0% | 1.0 | 1,323 | -165 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.5% | -0.0% | 1.0 | 1,712 | +146 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.4% | -0.0% | 0.9 | 7,002 | +164 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | HOLD | — | 0.4% | -0.0% | 0.9 | 4,961 | +0 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | ADD | — | 0.4% | -0.0% | 0.9 | 10,278 | +3 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.4% | -0.1% | 0.8 | 25,766 | -1,830 | 5 | — |
| ☆MCK funds › | MCKESSON CORP | HOLD | — | 0.4% | -0.1% | 0.8 | 1,024 | +0 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 0.3% | +0.0% | 0.7 | 12,120 | +381 | 5 | — |
| ☆USMV funds › | ISHARES TR | HOLD | — | 0.3% | -0.0% | 0.6 | 6,187 | +0 | 5 | — |
| ☆PFE funds › | PFIZER INC | TRIM | — | 0.3% | -0.1% | 0.6 | 24,537 | -201 | 5 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | ADD | — | 0.3% | -0.1% | 0.6 | 4,601 | +276 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.3% | -0.0% | 0.6 | 1,629 | +41 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | ADD | — | 0.3% | +0.0% | 0.6 | 1,691 | +112 | 5 | — |
| ☆VHT funds › | VANGUARD WORLD FD | ADD | — | 0.3% | +0.1% | 0.6 | 1,860 | +424 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.3% | -0.0% | 0.5 | 4,700 | +358 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 0.3% | -0.1% | 0.5 | 5,822 | -921 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | ADD | — | 0.2% | -0.1% | 0.5 | 12,186 | +600 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.2% | +0.0% | 0.5 | 2,570 | +0 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.2% | -0.1% | 0.5 | 5,050 | -400 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.2% | -0.1% | 0.5 | 1,723 | +114 | 5 | — |
| ☆QQQM funds › | INVESCO EXCH TRADED FD TR II | HOLD | — | 0.2% | +0.0% | 0.4 | 1,434 | +0 | 5 | — |
| ☆SDY funds › | SPDR SERIES TRUST | HOLD | — | 0.2% | -0.0% | 0.4 | 2,724 | +0 | 5 | — |
| ☆MO funds › | ALTRIA GROUP INC | HOLD | — | 0.2% | -0.0% | 0.4 | 5,761 | +0 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.2% | -0.0% | 0.4 | 2,789 | -3 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.0% | 0.4 | 4,494 | +3,745 | 5 | — |
| ☆BNY funds › | BANK OF NY MELLON CORP | ADD | — | 0.2% | +0.0% | 0.4 | 2,633 | +361 | 5 | — |
| ☆VOTE funds › | TCW ETF TRUST | TRIM | — | 0.2% | -0.0% | 0.4 | 4,110 | -818 | 5 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.2% | -0.1% | 0.4 | 17,409 | -117 | 5 | — |
| ☆IUSV funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 0.3 | 3,150 | +0 | 5 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | HOLD | — | 0.2% | -0.0% | 0.3 | 644 | +0 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 0.2% | -0.0% | 0.3 | 3,726 | +391 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | HOLD | — | 0.2% | -0.1% | 0.3 | 880 | +0 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.2% | +0.2% | 0.3 | 278 | +278 | 1 | — |
| ☆RTX funds › | RTX CORPORATION | TRIM | — | 0.2% | -0.0% | 0.3 | 1,669 | -80 | 5 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.1% | -0.0% | 0.3 | 2,292 | +119 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | ADD | — | 0.1% | +0.0% | 0.3 | 1,638 | +1 | 5 | — |
| ☆USSG funds › | DBX ETF TR | TRIM | — | 0.1% | -0.0% | 0.3 | 4,300 | -839 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.1% | -0.0% | 0.3 | 6,544 | +0 | 5 | — |
| ☆DSI funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.3 | 2,038 | +0 | 5 | — |
| ☆MID funds › | AMERICAN CENTY ETF TR | HOLD | — | 0.1% | -0.0% | 0.3 | 4,000 | +0 | 2 | — |
| ☆VLO funds › | VALERO ENERGY CORP | ADD | — | 0.1% | -0.0% | 0.3 | 1,054 | +50 | 2 | — |
| ☆TSLS funds › | DIREXION SHARES ETF TRUST | ADD | — | 0.1% | -0.0% | 0.3 | 5,328 | +480 | 2 | — |
| ☆APH funds › | AMPHENOL CORP | NEW | — | 0.1% | +0.1% | 0.3 | 1,531 | +1,531 | 1 | — |
| ☆FTEC funds › | FIDELITY COVINGTON TRUST | NEW | — | 0.1% | +0.1% | 0.3 | 906 | +906 | 1 | — |
| ☆XYL funds › | XYLEM INC | ADD | — | 0.1% | -0.0% | 0.3 | 2,164 | +1 | 5 | — |
| ☆MPC funds › | MARATHON PETE CORP | HOLD | — | 0.1% | -0.0% | 0.3 | 1,000 | +0 | 2 | — |
| ☆GE funds › | GE AEROSPACE | NEW | — | 0.1% | +0.1% | 0.3 | 676 | +676 | 1 | — |
| ☆V funds › | VISA INC | HOLD | — | 0.1% | -0.0% | 0.2 | 728 | +0 | 5 | — |
| ☆LVHI funds › | LEGG MASON ETF INVT | HOLD | — | 0.1% | -0.0% | 0.2 | 6,100 | +0 | 2 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC FORMERLY | NEW | — | 0.1% | +0.1% | 0.2 | 640 | +640 | 1 | — |
| ☆JEPQ funds › | J P MORGAN EXCHANGE TRADED F | HOLD | — | 0.1% | -0.0% | 0.2 | 4,000 | +0 | 5 | — |
| ☆AEP funds › | AMERICAN ELEC PWR CO INC | ADD | — | 0.1% | +0.0% | 0.2 | 1,790 | +177 | 2 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | HOLD | — | 0.1% | +0.0% | 0.2 | 240 | +0 | 3 | — |
| ☆XLU funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.1% | -0.0% | 0.2 | 5,230 | +0 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.1% | +0.1% | 0.2 | 557 | +557 | 1 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,018 | +1,018 | 1 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,030 | +1,030 | 1 | — |
| ☆CLX funds › | CLOROX CO DEL | NEW | — | 0.1% | +0.1% | 0.2 | 2,312 | +2,312 | 1 | — |
| ☆PSA funds › | PUBLIC STORAGE | TRIM | — | 0.1% | -0.1% | 0.2 | 686 | -400 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | NEW | — | 0.1% | +0.1% | 0.2 | 2,133 | +2,133 | 1 | — |
| ☆CSX funds › | CSX CORP | NEW | — | 0.1% | +0.1% | 0.2 | 4,531 | +4,531 | 1 | — |
| ☆KMB funds › | KIMBERLY-CLARK CORP | NEW | — | 0.1% | +0.1% | 0.2 | 1,950 | +1,950 | 1 | — |
| ☆QQQI funds › | NEOS ETF TRUST | NEW | — | 0.1% | +0.1% | 0.2 | 3,750 | +3,750 | 1 | — |
| ☆IDEV funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 2,356 | +2,356 | 1 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | NEW | — | 0.1% | +0.1% | 0.2 | 587 | +587 | 1 | — |
| ☆ETN funds › | EATON CORP PLC | NEW | — | 0.1% | +0.1% | 0.2 | 478 | +478 | 1 | — |
| ☆SPCX funds › | SPACE EXPLORATION TECHN CORP | NEW | — | 0.1% | +0.1% | 0.2 | 1,185 | +1,185 | 1 | — |
| ☆F funds › | FORD MTR CO | HOLD | — | 0.1% | +0.0% | 0.2 | 13,332 | +0 | 5 | — |
| ☆CUSIP:25461A395 funds › | DIREXION SHARES ETF TRUST | NEW | — | 0.0% | +0.0% | 0.0 | 15,500 | +15,500 | 1 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -2,062 | 0 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -392 | 0 | — |
| ☆ADBE funds › | ADOBE INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -895 | 0 | — |
| ☆SPGI funds › | S&P GLOBAL INC | EXIT | — | 0.0% | -1.1% | 0.0 | 0 | -4,664 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 207 | 111 | 0.09 | 56% | 0.044 | 0.417 | — | in |
| 2026Q1 | 181 | 96 | 0.07 | 54% | 0.040 | 0.432 | — | in |
| 2025Q4 | 184 | 103 | 0.11 | 56% | 0.042 | 0.323 | — | in |
| 2025Q3 | 221 | 118 | 0.08 | 56% | 0.042 | 0.412 | — | in |
| 2025Q2 | 189 | 111 | 0.10 | 53% | 0.040 | 0.369 | — | entered |
| 2025Q1 | 191 | 112 | 0.00 | 51% | 0.039 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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