Institutions / Western Pacific Wealth Management, LP
Western Pacific Wealth Management, LP
CIK 1907320 · Institution · as of Jun 30, 2026
Portfolio value
$110.60M
Positions
181
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$110.60M+7.1%Positions
181+0.0%Top holdings
Jun 30, 2026View all 181 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Dividend Appreciation ETF | $12.93M | 11.7% |
| Vanguard High Dividend Yield Index ETF | $11.92M | 10.8% |
| Apple Inc. | $8.28M | 7.5% |
| Alphabet Inc. | $7.76M | 7.0% |
| Amazon.com Inc | $7.07M | 6.4% |
| NVIDIA Corp | $6.68M | 6.0% |
| Microsoft Corp | $4.89M | 4.4% |
| Warren E. Buffett | $4.74M | 4.3% |
| Oakmark U.S. Large Cap ETF | $4.62M | 4.2% |
| Alphabet Inc. | $4.52M | 4.1% |
| Baron Technology ETF | $3.36M | 3.0% |
| Meta Platforms Inc | $2.77M | 2.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $1.41M | 1.3% |
| Advanced Micro Devices Inc | $968.4K | 0.9% |
| Costco Wholesale Corp /New | $945.8K | 0.9% |
| Broadcom Inc. | $909.3K | 0.8% |
| Invesco Qqq Trust Series I | $780.7K | 0.7% |
| Palo Alto Networks Inc | $757.1K | 0.7% |
| Wintrust Financial Corp | $680.9K | 0.6% |
| Visa Inc | $679.0K | 0.6% |
| Palantir Technologies Inc | $670.6K | 0.6% |
| Schwab Charles Corp | $642.2K | 0.6% |
| Asml Hldg NV N Y Registry Shs | $616.7K | 0.6% |
| State Street SPDR S&P 500 ETF | $584.9K | 0.5% |
| VanEck Morningstar Wide Moat ETF | $572.4K | 0.5% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 06829D503 | $813.1K | +25K +31.97% | 103,330 3.03% of portfolio | low |
| Q2 2026 as of | New | Elevance Health Inc | $537.9K | +1K | 1,391 0.49% of portfolio | low |
| Q2 2026 as of | Exit | Sealed Air Corp | $-522.4K | -13K -100.00% | — | low |
| Q2 2026 as of | New | 015564503 | $493.6K | +11K | 10,815 0.45% of portfolio | low |
| Q2 2026 as of | New | Marsh & McLennan Companies, Inc. | $434.2K | +3K | 2,605 0.39% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. | $-352.7K | -987 -4.35% | 21,722 7.02% of portfolio | low |
| Q2 2026 as of | New | 922908611 | $336.4K | +1K | 1,384 0.30% of portfolio | low |
| Q2 2026 as of | New | Owens Corning | $329.0K | +2K | 2,070 0.30% of portfolio | low |
| Q2 2026 as of | Add | Airbnb, Inc. | $309.1K | +2K +140.81% | 3,694 0.48% of portfolio | low |
| Q2 2026 as of | Trim | Salesforce Inc | $-307.7K | -2K -65.84% | 1,019 0.14% of portfolio | low |