Western Pacific Wealth Management, LP: 13F holdings
CIK 19073202026Q2
| Positions | 181 |
|---|
| Reported value | $110.6m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 181 (-16 vs prior quarter) |
|---|
| Reported value | $110.6m (+12.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VIG VANGUARD DIVIDEND APPRECIATION ETF | 54,660 | $12.9m | 11.7% |
| VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 75,442 | $11.9m | 10.8% |
| AAPL APPLE INC COM | 28,603 | $8.3m | 7.5% |
| GOOGL ALPHABET INC CAP STK CL A | 21,722 | $7.8m | 7.0% |
| AMZN AMAZON COM INC COM | 29,650 | $7.1m | 6.4% |
| NVDA NVIDIA CORPORATION COM | 33,364 | $6.7m | 6.0% |
| MSFT MICROSOFT CORP COM | 13,102 | $4.9m | 4.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 9,478 | $4.7m | 4.3% |
| OAKM OAKMARK U.S. LARGE CAP ETF | 163,865 | $4.6m | 4.2% |
| GOOG ALPHABET INC CAP STK CL C | 12,798 | $4.5m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1907320")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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