WESPAC Advisors, LLC: 13F holdings
CIK 14845402026Q2
| Positions | 200 |
|---|
| Reported value | $205.1m |
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| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 200 (+22 vs prior quarter) |
|---|
| Reported value | $205.1m (+12.3%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PULS PGIM ETF TR | 221,162 | $11.0m | 5.3% |
| RSP INVESCO EXCHANGE TRADED FD T | 37,084 | $7.9m | 3.8% |
| ACWI VANGUARD INTL EQUITY INDEX F | 37,241 | $5.8m | 2.8% |
| VOO VANGUARD INDEX FDS | 8,000 | $5.5m | 2.7% |
| IVV ISHARES TR | 7,201 | $5.4m | 2.6% |
| JBND J P MORGAN EXCHANGE TRADED F | 89,733 | $4.8m | 2.3% |
| VTI VANGUARD INDEX FDS | 12,449 | $4.6m | 2.2% |
| JIVE J P MORGAN EXCHANGE TRADED F | 46,528 | $4.3m | 2.1% |
| SERIES PORTFOLIOS TR | 159,133 | $4.1m | 2.0% |
| CLOZ SERIES PORTFOLIOS TR | 151,934 | $4.0m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1484540")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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