WESPAC Advisors SoCal, LLC: 13F holdings
CIK 16681882026Q2
| Positions | 118 |
|---|
| Reported value | $560.3m |
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| Filed | 2026-07-16 |
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Change since last quarter
| Positions | 118 (-1 vs prior quarter) |
|---|
| Reported value | $560.3m (+19.2%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SMH VANECK ETF TRUST | 48,055 | $31.5m | 5.6% |
| GOOGL ALPHABET INC | 63,161 | $22.6m | 4.0% |
| AVGO BROADCOM INC | 58,520 | $22.1m | 3.9% |
| AAPL APPLE INC | 67,058 | $19.4m | 3.5% |
| MU MICRON TECHNOLOGY INC | 14,628 | $16.9m | 3.0% |
| WMT WALMART INC | 147,846 | $16.7m | 3.0% |
| AVUV AMERICAN CENTY ETF TR | 121,018 | $15.1m | 2.7% |
| MSFT MICROSOFT CORP | 40,255 | $15.0m | 2.7% |
| NVDA NVIDIA CORPORATION | 72,622 | $14.5m | 2.6% |
| XAR SPDR SERIES TRUST | 50,425 | $14.3m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1668188")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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