SEC 13F Intelligence

Ridgecrest Wealth Partners, LLC / AAPL

Ridgecrest Wealth Partners, LLC’s Apple Inc Position

Does Ridgecrest Wealth Partners, LLC own Apple Inc (AAPL)? Yes — 77.4K shares worth $20M (+10.84% of its 13F portfolio) as of Q1 2026, down from 77.6K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
77.4K
% of Portfolio
+10.84%
Quarters Held
21
currently held

Position History AAPL

Reported value by quarter
Q1 ’21: $9MQ1 ’21Q2 ’21: $12MQ3 ’21: $15MQ4 ’21: $20MQ4 ’21Q1 ’22: $20MQ2 ’22: $16MQ3 ’22: $16MQ3 ’22Q4 ’22: $13MQ1 ’23: $17MQ2 ’23: $19MQ2 ’23Q3 ’23: $17MQ4 ’23: $19MQ1 ’24: $18MQ1 ’24Q2 ’24: $22MQ3 ’24: $25MQ4 ’24: $26MQ4 ’24Q1 ’25: $24MQ2 ’25: $22MQ3 ’25: $27MQ3 ’25Q4 ’25: $21MQ1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202677.4K$20M+10.84%
Q4 202577.6K$21M+11.44%
Q3 2025106.1K$27M+12.21%
Q2 2025106.2K$22M+11.50%
Q1 2025107.1K$24M+12.45%
Q4 2024104.8K$26M+14.24%
Q3 2024105.4K$25M+12.81%
Q2 2024104.6K$22M+13.26%
Q1 2024103.9K$18M+10.60%
Q4 202397.9K$19M+12.46%
Q3 2023100.1K$17M+12.02%
Q2 202399.3K$19M+12.74%
Q1 2023100.3K$17M+11.79%
Q4 2022100.2K$13M+9.88%
Q3 2022115.7K$16M+13.03%
Q2 2022115.4K$16M+11.48%
Q1 2022114.7K$20M+12.72%
Q4 2021112.0K$20M+9.68%
Q3 2021108.6K$15M+8.37%
Q2 202189.2K$12M+7.63%
Q1 202170.5K$9M+8.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ridgecrest Wealth Partners, LLC’s full portfolio or all institutional holders of AAPL.