Institutions / WESPAC Advisors SoCal, LLC
WESPAC Advisors SoCal, LLC
CIK 1668188 · Institution · as of Dec 31, 2025
Portfolio value
$495.87M
Positions
110
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 110 →
| Company | Value | % of portfolio |
|---|---|---|
| VanEck ETF Trust | $25.39M | 5.1% |
| Alphabet Inc. | $23.25M | 4.7% |
| Broadcom Inc. | $21.97M | 4.4% |
| Apple Inc. | $19.55M | 3.9% |
| Microsoft Corp | $18.57M | 3.7% |
| iShares Tr | $17.72M | 3.6% |
| Walmart Inc. | $16.69M | 3.4% |
| Amazon.com Inc | $12.53M | 2.5% |
| JPMorgan Chase & Co | $12.47M | 2.5% |
| First Tr Exchange-Traded Fd | $12.44M | 2.5% |
| NVIDIA Corp | $12.26M | 2.5% |
| American Centy ETF Tr | $12.06M | 2.4% |
| SPDR Series Trust | $12.04M | 2.4% |
| iShares Tr | $10.66M | 2.1% |
| iShares Tr | $10.62M | 2.1% |
| Welltower, Inc. | $9.86M | 2.0% |
| Select Sector SPDR Tr | $9.51M | 1.9% |
| Select Sector SPDR Tr | $9.04M | 1.8% |
| PIMCO ETF Tr | $8.92M | 1.8% |
| Bondbloxx ETF Trust | $8.85M | 1.8% |
| EMCOR Group Inc | $8.43M | 1.7% |
| First Tr Exchange Traded Fd | $8.05M | 1.6% |
| Janus Detroit Str Tr | $7.64M | 1.5% |
| T-Mobile US, Inc.TMUS | $7.28M | 1.5% |
| Constellation Energy Corp | $7.20M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.