# EDGAR Filing Document

**Accession Number:** 0001860719
**File Stem:** 0001860719-23-000001
**Filing Date:** 2023-1
**Character Count:** 12539
**Document Hash:** 4da2aca0847c2e4e022009d7fd06916c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001860719-23-000001.hdr.sgml**: 20230126

**ACCESSION NUMBER**: 0001860719-23-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230126

**DATE AS OF CHANGE**: 20230126

**EFFECTIVENESS DATE**: 20230126

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** RIDGECREST WEALTH PARTNERS, LLC
- **CENTRAL INDEX KEY:** 0001860719
- **IRS NUMBER:** 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:** 23556632

**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:** 12-31-2022

**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:** SR. COMPLIANCE OFFICER<br>**Phone:** 971-371-3446

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

MICHELLE ELDRIDGE  PORTLAND, OR  01-26-2023<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:** 94

**Form 13F Information Table Value Total:** $131681743

      (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 |
| APPLE INC | COM | 037833100 |  | 13015463 | 100173 | SH |  | SOLE |  | 0 | 0 | 100173 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 10798674 | 215973 | SH |  | SOLE |  | 0 | 0 | 215973 |
| CHEVRON CORP NEW | COM | 166764100 |  | 6740926 | 37556 | SH |  | SOLE |  | 0 | 0 | 37556 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 6627359 | 75115 | SH |  | SOLE |  | 0 | 0 | 75115 |
| ISHARES TR | CORE S ETF | 464287200 |  | 5142267 | 13384 | SH |  | SOLE |  | 0 | 0 | 13384 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 4964531 | 58544 | SH |  | SOLE |  | 0 | 0 | 58544 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 4958285 | 32715 | SH |  | SOLE |  | 0 | 0 | 32715 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 4685822 | 13337 | SH |  | SOLE |  | 0 | 0 | 13337 |
| BROADCOM INC | COM | 11135F101 |  | 4081649 | 7300 | SH |  | SOLE |  | 0 | 0 | 7300 |
| MICROSOFT CORP | COM | 594918104 |  | 3662774 | 15273 | SH |  | SOLE |  | 0 | 0 | 15273 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 3656548 | 24080 | SH |  | SOLE |  | 0 | 0 | 24080 |
| S GLOBAL INC | COM | 78409V104 |  | 3535962 | 10557 | SH |  | SOLE |  | 0 | 0 | 10557 |
| BRUNSWICK CORP | COM | 117043109 |  | 3276396 | 45455 | SH |  | SOLE |  | 0 | 0 | 45455 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 3058029 | 7996 | SH |  | SOLE |  | 0 | 0 | 7996 |
| PFIZER INC | COM | 717081103 |  | 2691648 | 52530 | SH |  | SOLE |  | 0 | 0 | 52530 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2499244 | 14148 | SH |  | SOLE |  | 0 | 0 | 14148 |
| STARBUCKS CORP | COM | 855244109 |  | 2383578 | 24028 | SH |  | SOLE |  | 0 | 0 | 24028 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2337323 | 26342 | SH |  | SOLE |  | 0 | 0 | 26342 |
| COCA COLA CO | COM | 191216100 |  | 1932345 | 30378 | SH |  | SOLE |  | 0 | 0 | 30378 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 1745526 | 16745 | SH |  | SOLE |  | 0 | 0 | 16745 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1728401 | 15670 | SH |  | SOLE |  | 0 | 0 | 15670 |
| SUNRUN INC | COM | 86771W105 |  | 1722402 | 71707 | SH |  | SOLE |  | 0 | 0 | 71707 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1384949 | 9830 | SH |  | SOLE |  | 0 | 0 | 9830 |
| ABBVIE INC | COM | 00287Y109 |  | 1323586 | 8190 | SH |  | SOLE |  | 0 | 0 | 8190 |
| CISCO SYS INC | COM | 17275R102 |  | 1279289 | 26853 | SH |  | SOLE |  | 0 | 0 | 26853 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1274231 | 9502 | SH |  | SOLE |  | 0 | 0 | 9502 |
| MERCK  CO INC | COM | 58933Y105 |  | 1228327 | 11071 | SH |  | SOLE |  | 0 | 0 | 11071 |
| AMGEN INC | COM | 031162100 |  | 1199740 | 4568 | SH |  | SOLE |  | 0 | 0 | 4568 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 1173270 | 29778 | SH |  | SOLE |  | 0 | 0 | 29778 |
| UNION PAC CORP | COM | 907818108 |  | 1089395 | 5261 | SH |  | SOLE |  | 0 | 0 | 5261 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1080831 | 4059 | SH |  | SOLE |  | 0 | 0 | 4059 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 1000409 | 4060 | SH |  | SOLE |  | 0 | 0 | 4060 |
| ABBOTT LABS | COM | 002824100 |  | 981852 | 8943 | SH |  | SOLE |  | 0 | 0 | 8943 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 869084 | 12079 | SH |  | SOLE |  | 0 | 0 | 12079 |
| HOME DEPOT INC | COM | 437076102 |  | 832354 | 2635 | SH |  | SOLE |  | 0 | 0 | 2635 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 747731 | 6910 | SH |  | SOLE |  | 0 | 0 | 6910 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 708928 | 8480 | SH |  | SOLE |  | 0 | 0 | 8480 |
| DISNEY WALT CO | COM | 254687106 |  | 692530 | 7971 | SH |  | SOLE |  | 0 | 0 | 7971 |
| PEPSICO INC | COM | 713448108 |  | 673681 | 3729 | SH |  | SOLE |  | 0 | 0 | 3729 |
| MCDONALDS CORP | COM | 580135101 |  | 641432 | 2434 | SH |  | SOLE |  | 0 | 0 | 2434 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 606837 | 3174 | SH |  | SOLE |  | 0 | 0 | 3174 |
| ORACLE CORP | COM | 68389X105 |  | 604876 | 7400 | SH |  | SOLE |  | 0 | 0 | 7400 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 604406 | 1324 | SH |  | SOLE |  | 0 | 0 | 1324 |
| INTEL CORP | COM | 458140100 |  | 574513 | 21737 | SH |  | SOLE |  | 0 | 0 | 21737 |
| AT INC | COM | 00206R102 |  | 552480 | 30010 | SH |  | SOLE |  | 0 | 0 | 30010 |
| CATERPILLAR INC | COM | 149123101 |  | 533500 | 2227 | SH |  | SOLE |  | 0 | 0 | 2227 |
| APPLIED MATLS INC | COM | 038222105 |  | 528189 | 5424 | SH |  | SOLE |  | 0 | 0 | 5424 |
| HONEYWELL INTL INC | COM | 438516106 |  | 507034 | 2366 | SH |  | SOLE |  | 0 | 0 | 2366 |
| AMAZON COM INC | COM | 023135106 |  | 499132 | 5942 | SH |  | SOLE |  | 0 | 0 | 5942 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 485306 | 3575 | SH |  | SOLE |  | 0 | 0 | 3575 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 479537 | 6651 | SH |  | SOLE |  | 0 | 0 | 6651 |
| TESLA INC | COM | 88160R101 |  | 476091 | 3865 | SH |  | SOLE |  | 0 | 0 | 3865 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 462729 | 1375 | SH |  | SOLE |  | 0 | 0 | 1375 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 458596 | 5508 | SH |  | SOLE |  | 0 | 0 | 5508 |
| WALMART INC | COM | 931142103 |  | 436713 | 3080 | SH |  | SOLE |  | 0 | 0 | 3080 |
| MCKESSON CORP | COM | 58155Q103 |  | 428012 | 1141 | SH |  | SOLE |  | 0 | 0 | 1141 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 411329 | 4791 | SH |  | SOLE |  | 0 | 0 | 4791 |
| BANK AMERICA CORP | COM | 060505104 |  | 409198 | 12355 | SH |  | SOLE |  | 0 | 0 | 12355 |
| CLOROX CO DEL | COM | 189054109 |  | 403870 | 2878 | SH |  | SOLE |  | 0 | 0 | 2878 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 392422 | 765 | SH |  | SOLE |  | 0 | 0 | 765 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 387341 | 9381 | SH |  | SOLE |  | 0 | 0 | 9381 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 387167 | 2065 | SH |  | SOLE |  | 0 | 0 | 2065 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 379609 | 716 | SH |  | SOLE |  | 0 | 0 | 716 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 361935 | 2082 | SH |  | SOLE |  | 0 | 0 | 2082 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 344583 | 1040 | SH |  | SOLE |  | 0 | 0 | 1040 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 339650 | 3191 | SH |  | SOLE |  | 0 | 0 | 3191 |
| LILLY ELI  CO | COM | 532457108 |  | 310964 | 850 | SH |  | SOLE |  | 0 | 0 | 850 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 306520 | 2450 | SH |  | SOLE |  | 0 | 0 | 2450 |
| PUBLIC STORAGE | COM | 74460D109 |  | 304286 | 1086 | SH |  | SOLE |  | 0 | 0 | 1086 |
| BROWN FORMAN CORP | CL B | 115637209 |  | 297530 | 4530 | SH |  | SOLE |  | 0 | 0 | 4530 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 297510 | 4220 | SH |  | SOLE |  | 0 | 0 | 4220 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 293216 | 3895 | SH |  | SOLE |  | 0 | 0 | 3895 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 287029 | 590 | SH |  | SOLE |  | 0 | 0 | 590 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 272747 | 1846 | SH |  | SOLE |  | 0 | 0 | 1846 |
| FORD MTR CO DEL | COM | 345370860 |  | 269816 | 23200 | SH |  | SOLE |  | 0 | 0 | 23200 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 266533 | 3999 | SH |  | SOLE |  | 0 | 0 | 3999 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 261331 | 3700 | SH |  | SOLE |  | 0 | 0 | 3700 |
| NETFLIX INC | COM | 64110L106 |  | 251713 | 854 | SH |  | SOLE |  | 0 | 0 | 854 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 239242 | 1525 | SH |  | SOLE |  | 0 | 0 | 1525 |
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 |  | 235480 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| BLACKSTONE INC | COM | 09260D107 |  | 233699 | 3150 | SH |  | SOLE |  | 0 | 0 | 3150 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 233110 | 6666 | SH |  | SOLE |  | 0 | 0 | 6666 |
| TEXAS INSTRS INC | COM | 882508104 |  | 222717 | 1348 | SH |  | SOLE |  | 0 | 0 | 1348 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 |  | 221804 | 11174 | SH |  | SOLE |  | 0 | 0 | 11174 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 221409 | 1460 | SH |  | SOLE |  | 0 | 0 | 1460 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 213698 | 4575 | SH |  | SOLE |  | 0 | 0 | 4575 |
| CONAGRA BRANDS INC | COM | 205887102 |  | 210915 | 5450 | SH |  | SOLE |  | 0 | 0 | 5450 |
| GENERAL MLS INC | COM | 370334104 |  | 209625 | 2500 | SH |  | SOLE |  | 0 | 0 | 2500 |
| EMPIRE ST RLTY OP L P | UNIT LTD PRT 60 | 292102209 |  | 138897 | 21045 | SH |  | SOLE |  | 0 | 0 | 21045 |
| NERDWALLET INC | COM CL A | 64082B102 |  | 136493 | 14218 | SH |  | SOLE |  | 0 | 0 | 14218 |
| EMPIRE ST RLTY TR INC | CL A | 292104106 |  | 75353 | 11180 | SH |  | SOLE |  | 0 | 0 | 11180 |
| SIRIUS XM HOLDINGS INC | COM | 82968B103 |  | 70080 | 12000 | SH |  | SOLE |  | 0 | 0 | 12000 |
| NUVEEN PFD  INCOME SECS FD | COM | 67072C105 |  | 68000 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| BLACKROCK ENHANCED INTL DIV | COM BENE INTER | 092524107 |  | 50200 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |

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