# EDGAR Filing Document

**Accession Number:** 0001860719
**File Stem:** 0001860719-25-000005
**Filing Date:** 2025-7
**Character Count:** 14178
**Document Hash:** 6c6c5eed4c3de88870e9bbcdb2a5fc6c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001860719-25-000005.hdr.sgml**: 20250715

**ACCESSION NUMBER**: 0001860719-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250715

**DATE AS OF CHANGE**: 20250715

**EFFECTIVENESS DATE**: 20250715

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** RIDGECREST WEALTH PARTNERS, LLC
- **CENTRAL INDEX KEY:** 0001860719

**ORGANIZATION NAME:**
- **EIN:** 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:** 251123834

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** RIDGECREST WEALTH PARTNERS LLC<br>**Address:** 35 MILLER AVENUE

#26<br>MILL VALLEY, CA 94941

**Form 13F File Number:** 028-21260

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** MICHELLE ELDRIDGE<br>**Title:** CHIEF COMPLIANCE OFFICER<br>**Phone:** 971-371-3446

**Signature, Place, and Date of Signing:**

MICHELLE ELDRIDGE  PORTLAND, OR  07-15-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 111

**Form 13F Information Table Value Total:** $189454713

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 327945 | 744 | SH |  | SOLE |  | 0 | 0 | 744 |
| ISHARES TR | CORE S ETF | 464287200 |  | 7491779 | 12066 | SH |  | SOLE |  | 0 | 0 | 12066 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 287460 | 1480 | SH |  | SOLE |  | 0 | 0 | 1480 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 298085 | 3150 | SH |  | SOLE |  | 0 | 0 | 3150 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 4265703 | 6904 | SH |  | SOLE |  | 0 | 0 | 6904 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 213868 | 2619 | SH |  | SOLE |  | 0 | 0 | 2619 |
| ADOBE INC | COM | 00724F101 |  | 347031 | 897 | SH |  | SOLE |  | 0 | 0 | 897 |
| AMAZON COM INC | COM | 023135106 |  | 1842565 | 8399 | SH |  | SOLE |  | 0 | 0 | 8399 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 375643 | 8115 | SH |  | SOLE |  | 0 | 0 | 8115 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1024975 | 2110 | SH |  | SOLE |  | 0 | 0 | 2110 |
| SYNOPSYS INC | COM | 871607107 |  | 252239 | 492 | SH |  | SOLE |  | 0 | 0 | 492 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2390004 | 4333 | SH |  | SOLE |  | 0 | 0 | 4333 |
| AMGEN INC | COM | 031162100 |  | 1361707 | 4877 | SH |  | SOLE |  | 0 | 0 | 4877 |
| ABBOTT LABS | COM | 002824100 |  | 917115 | 6743 | SH |  | SOLE |  | 0 | 0 | 6743 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 337181 | 5751 | SH |  | SOLE |  | 0 | 0 | 5751 |
| INTEL CORP | COM | 458140100 |  | 245952 | 10980 | SH |  | SOLE |  | 0 | 0 | 10980 |
| ORACLE CORP | COM | 68389X105 |  | 1445923 | 6614 | SH |  | SOLE |  | 0 | 0 | 6614 |
| QUALCOMM INC | COM | 747525103 |  | 467736 | 2937 | SH |  | SOLE |  | 0 | 0 | 2937 |
| DISNEY WALT CO | COM | 254687106 |  | 959651 | 7738 | SH |  | SOLE |  | 0 | 0 | 7738 |
| HONEYWELL INTL INC | COM | 438516106 |  | 533062 | 2289 | SH |  | SOLE |  | 0 | 0 | 2289 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1968721 | 12889 | SH |  | SOLE |  | 0 | 0 | 12889 |
| PFIZER INC | COM | 717081103 |  | 679257 | 28022 | SH |  | SOLE |  | 0 | 0 | 28022 |
| CHEVRON CORP NEW | COM | 166764100 |  | 4204202 | 29361 | SH |  | SOLE |  | 0 | 0 | 29361 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 220176 | 524 | SH |  | SOLE |  | 0 | 0 | 524 |
| MICROSOFT CORP | COM | 594918104 |  | 8464841 | 17018 | SH |  | SOLE |  | 0 | 0 | 17018 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 227822 | 2257 | SH |  | SOLE |  | 0 | 0 | 2257 |
| AT INC | COM | 00206R102 |  | 566889 | 19588 | SH |  | SOLE |  | 0 | 0 | 19588 |
| CISCO SYS INC | COM | 17275R102 |  | 1871916 | 26981 | SH |  | SOLE |  | 0 | 0 | 26981 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 2887665 | 9796 | SH |  | SOLE |  | 0 | 0 | 9796 |
| COCA COLA CO | COM | 191216100 |  | 2108916 | 29808 | SH |  | SOLE |  | 0 | 0 | 29808 |
| PEPSICO INC | COM | 713448108 |  | 446031 | 3378 | SH |  | SOLE |  | 0 | 0 | 3378 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 876399 | 20254 | SH |  | SOLE |  | 0 | 0 | 20254 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 325401 | 1285 | SH |  | SOLE |  | 0 | 0 | 1285 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 7700101 | 37622 | SH |  | SOLE |  | 0 | 0 | 37622 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 526272 | 5768 | SH |  | SOLE |  | 0 | 0 | 5768 |
| AMETEK INC | COM | 031100100 |  | 244296 | 1350 | SH |  | SOLE |  | 0 | 0 | 1350 |
| BANK AMERICA CORP | COM | 060505104 |  | 597036 | 12617 | SH |  | SOLE |  | 0 | 0 | 12617 |
| STARBUCKS CORP | COM | 855244109 |  | 1602173 | 17485 | SH |  | SOLE |  | 0 | 0 | 17485 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1840056 | 17069 | SH |  | SOLE |  | 0 | 0 | 17069 |
| WALMART INC | COM | 931142103 |  | 665491 | 6806 | SH |  | SOLE |  | 0 | 0 | 6806 |
| APPLIED MATLS INC | COM | 038222105 |  | 1026840 | 5609 | SH |  | SOLE |  | 0 | 0 | 5609 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 248934 | 640 | SH |  | SOLE |  | 0 | 0 | 640 |
| UNION PAC CORP | COM | 907818108 |  | 1267971 | 5511 | SH |  | SOLE |  | 0 | 0 | 5511 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1412307 | 1427 | SH |  | SOLE |  | 0 | 0 | 1427 |
| ELI LILLY  CO | COM | 532457108 |  | 689105 | 884 | SH |  | SOLE |  | 0 | 0 | 884 |
| MCKESSON CORP | COM | 58155Q103 |  | 832438 | 1136 | SH |  | SOLE |  | 0 | 0 | 1136 |
| MERCK  CO INC | COM | 58933Y105 |  | 816554 | 10315 | SH |  | SOLE |  | 0 | 0 | 10315 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 4975404 | 31229 | SH |  | SOLE |  | 0 | 0 | 31229 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 421439 | 3269 | SH |  | SOLE |  | 0 | 0 | 3269 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 477184 | 4304 | SH |  | SOLE |  | 0 | 0 | 4304 |
| HOME DEPOT INC | COM | 437076102 |  | 631525 | 1722 | SH |  | SOLE |  | 0 | 0 | 1722 |
| MCDONALDS CORP | COM | 580135101 |  | 686307 | 2349 | SH |  | SOLE |  | 0 | 0 | 2349 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2279009 | 7861 | SH |  | SOLE |  | 0 | 0 | 7861 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 297882 | 4417 | SH |  | SOLE |  | 0 | 0 | 4417 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 1121520 | 13998 | SH |  | SOLE |  | 0 | 0 | 13998 |
| FORD MTR CO | COM | 345370860 |  | 276730 | 25505 | SH |  | SOLE |  | 0 | 0 | 25505 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 220528 | 707 | SH |  | SOLE |  | 0 | 0 | 707 |
| RTX CORPORATION | COM | 75513E101 |  | 247942 | 1698 | SH |  | SOLE |  | 0 | 0 | 1698 |
| 3M CO | COM | 88579Y101 |  | 293519 | 1928 | SH |  | SOLE |  | 0 | 0 | 1928 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1193683 | 3927 | SH |  | SOLE |  | 0 | 0 | 3927 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 1039179 | 4060 | SH |  | SOLE |  | 0 | 0 | 4060 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 334396 | 4817 | SH |  | SOLE |  | 0 | 0 | 4817 |
| APPLE INC | COM | 037833100 |  | 21793136 | 106220 | SH |  | SOLE |  | 0 | 0 | 106220 |
| CATERPILLAR INC | COM | 149123101 |  | 769044 | 1981 | SH |  | SOLE |  | 0 | 0 | 1981 |
| ROSS STORES INC | COM | 778296103 |  | 290245 | 2275 | SH |  | SOLE |  | 0 | 0 | 2275 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 318654 | 1086 | SH |  | SOLE |  | 0 | 0 | 1086 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 596493 | 1870 | SH |  | SOLE |  | 0 | 0 | 1870 |
| KELLANOVA | COM | 487836108 |  | 287262 | 3612 | SH |  | SOLE |  | 0 | 0 | 3612 |
| S GLOBAL INC | COM | 78409V104 |  | 2459281 | 4664 | SH |  | SOLE |  | 0 | 0 | 4664 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 2915200 | 4 | SH |  | SOLE |  | 0 | 0 | 4 |
| NETFLIX INC | COM | 64110L106 |  | 1921261 | 1435 | SH |  | SOLE |  | 0 | 0 | 1435 |
| CLOROX CO DEL | COM | 189054109 |  | 264634 | 2204 | SH |  | SOLE |  | 0 | 0 | 2204 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3404203 | 21547 | SH |  | SOLE |  | 0 | 0 | 21547 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 227141 | 849 | SH |  | SOLE |  | 0 | 0 | 849 |
| EATON CORP PLC | SHS | G29183103 |  | 259889 | 728 | SH |  | SOLE |  | 0 | 0 | 728 |
| BRUNSWICK CORP | COM | 117043109 |  | 1315154 | 23808 | SH |  | SOLE |  | 0 | 0 | 23808 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 12776968 | 72502 | SH |  | SOLE |  | 0 | 0 | 72502 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 320072 | 1050 | SH |  | SOLE |  | 0 | 0 | 1050 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 356257 | 1435 | SH |  | SOLE |  | 0 | 0 | 1435 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 280138 | 639 | SH |  | SOLE |  | 0 | 0 | 639 |
| SPDR SERIES TRUST | S DIVID ETF | 78464A763 |  | 369729 | 2724 | SH |  | SOLE |  | 0 | 0 | 2724 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 6806555 | 50404 | SH |  | SOLE |  | 0 | 0 | 50404 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 236734 | 2038 | SH |  | SOLE |  | 0 | 0 | 2038 |
| BLACKSTONE INC | COM | 09260D107 |  | 233345 | 1560 | SH |  | SOLE |  | 0 | 0 | 1560 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 2154156 | 16159 | SH |  | SOLE |  | 0 | 0 | 16159 |
| VISA INC | COM CL A | 92826C839 |  | 254216 | 716 | SH |  | SOLE |  | 0 | 0 | 716 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 883513 | 4851 | SH |  | SOLE |  | 0 | 0 | 4851 |
| BROADCOM INC | COM | 11135F101 |  | 1045531 | 3793 | SH |  | SOLE |  | 0 | 0 | 3793 |
| TESLA INC | COM | 88160R101 |  | 1550584 | 4881 | SH |  | SOLE |  | 0 | 0 | 4881 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 11724304 | 20640 | SH |  | SOLE |  | 0 | 0 | 20640 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 215354 | 3117 | SH |  | SOLE |  | 0 | 0 | 3117 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 2347944 | 20039 | SH |  | SOLE |  | 0 | 0 | 20039 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 626400 | 23638 | SH |  | SOLE |  | 0 | 0 | 23638 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 580774 | 6187 | SH |  | SOLE |  | 0 | 0 | 6187 |
| XYLEM INC | COM | 98419M100 |  | 279627 | 2162 | SH |  | SOLE |  | 0 | 0 | 2162 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1226642 | 1662 | SH |  | SOLE |  | 0 | 0 | 1662 |
| ABBVIE INC | COM | 00287Y109 |  | 1531390 | 8250 | SH |  | SOLE |  | 0 | 0 | 8250 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3818212 | 21524 | SH |  | SOLE |  | 0 | 0 | 21524 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 15162515 | 237137 | SH |  | SOLE |  | 0 | 0 | 237137 |
| SUNRUN INC | COM | 86771W105 |  | 695300 | 85000 | SH |  | SOLE |  | 0 | 0 | 85000 |
| SPDR SERIES TRUST | PRTFLO S HI | 78468R788 |  | 751612 | 17710 | SH |  | SOLE |  | 0 | 0 | 17710 |
| DBX ETF TR | XTRACKERS MSCI | 233051150 |  | 292306 | 5139 | SH |  | SOLE |  | 0 | 0 | 5139 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 207503 | 3650 | SH |  | SOLE |  | 0 | 0 | 3650 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 330203 | 1454 | SH |  | SOLE |  | 0 | 0 | 1454 |
| AGILON HEALTH INC | COM | 00857U107 |  | 43700 | 19000 | SH |  | SOLE |  | 0 | 0 | 19000 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 234537 | 6544 | SH |  | SOLE |  | 0 | 0 | 6544 |
| TCW ETF TRUST | TRANSFRM 500 ETF | 29287L106 |  | 365737 | 5028 | SH |  | SOLE |  | 0 | 0 | 5028 |
| NERDWALLET INC | COM CL A | 64082B102 |  | 155971 | 14218 | SH |  | SOLE |  | 0 | 0 | 14218 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 217600 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| DIREXION SHS ETF TR | DLY TSLA BEAR 1X | 25460G260 |  | 122578 | 15635 | SH |  | SOLE |  | 0 | 0 | 15635 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 235428 | 2584 | SH |  | SOLE |  | 0 | 0 | 2584 |

---