Western Pacific Wealth Management, LP
All holdings · as of Jun 30, 2026
| 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% |
| Mastercard Inc | $542.0K | 0.5% |
| Marathon Petroleum Corp | $540.7K | 0.5% |
| Elevance Health Inc | $537.9K | 0.5% |
| Airbnb, Inc. | $528.6K | 0.5% |
| Keurig Dr Pepper Inc | $521.7K | 0.5% |
| WELLS FARGO & COMPANY/MN | $499.9K | 0.5% |
| ALGER AI ENABLERS & ADOPTERS ETF | $493.6K | 0.4% |
| CAPITAL ONE FINANCIAL CORP | $486.5K | 0.4% |
| SYSCO CORP | $485.6K | 0.4% |
| MARSH & MCLENNAN COMPANIES, INC. | $434.2K | 0.4% |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | $427.4K | 0.4% |
| AMERICAN INTERNATIONAL GROUP, INC. | $422.8K | 0.4% |
| CBRE Group Inc | $413.5K | 0.4% |
| AUTOZONE INC | $405.9K | 0.4% |
| CITIGROUP INC | $398.0K | 0.4% |
| Intercontinental Exchange, Inc. | $367.5K | 0.3% |
| VAIL RESORTS INC | $362.8K | 0.3% |
| VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $336.4K | 0.3% |
| IQVIA HOLDINGS INC. | $331.0K | 0.3% |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | $329.3K | 0.3% |
| Owens Corning | $329.0K | 0.3% |
| JPMORGAN CHASE & CO | $301.8K | 0.3% |
| VANGUARD MORNINGSTAR LARGE-CAP ET | $301.0K | 0.3% |
| Workday Inc | $295.6K | 0.3% |
| Interactive Brokers Group Inc | $278.5K | 0.3% |