Ridgecrest Wealth Partners, LLC ETF holdings
Mill Valley, CA
Reported $65.8M in 34 ETFs in its Form 13F for June 30, 2026.
ETF value
$65.8M
ETFs held
34
Change from prior quarter
+11.7%
With price moves
ETFs as a share of its 13F
31.8%
of $207.3M
Top 10 of 34 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DGRO | iShares Core Dividend Growth ETF | $13.8M | 181,702 | +2,502 shares |
| VOO | Vanguard S&P 500 ETF | $11.2M | 16,235 | +305 shares |
| IVV | iShares Core S&P 500 ETF | $7.5M | 9,999 | −340 shares |
| VIG | Vanguard Dividend Appreciation ETF | $6.9M | 29,329 | −222 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $6.5M | 39,536 | −526 shares |
| VYM | Vanguard High Dividend Yield ETF | $2.7M | 17,142 | No change |
| SPY | State Street SPDR S&P 500 ETF Trust | $2.6M | 3,515 | −266 shares |
| HDV | iShares Core High Dividend ETF | $2.6M | 95,357 | +76,080 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $1.2M | 3,327 | −219 shares |
| SPYD | State Street SPDR Portfolio S&P 500 High Dividend ETF | $1.1M | 22,035 | +200 shares |
24 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001860719. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Ridgecrest Wealth Partners, LLC own?
Ridgecrest Wealth Partners, LLC reported 34 ETF positions worth $65.8M in its Form 13F for June 30, 2026. The largest was DGRO, at $13.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.