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Portfolio (Quarterly) Guide ↗

WESPAC Advisors SoCal, LLC

· CIK 0001668188
13F Portfolio $496M AUM 110 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 110 New
Page 1 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SMH VANECK ETF TRUST 70,504.0 $25.4M 5.12% NEW $360.13 +66.6%
2 GOOGL ALPHABET INC Communication Services 74,284.0 $23.3M 4.69% NEW $313.00 +23.9%
3 AVGO BROADCOM INC Technology 63,491.0 $22.0M 4.43% NEW $346.10 +23.6%
4 AAPL APPLE INC Technology 71,895.0 $19.5M 3.94% NEW $271.86 +14.6%
5 MSFT MICROSOFT CORP Technology 38,394.0 $18.6M 3.75% NEW $483.62 -14.3%
6 IAI ISHARES TR 98,767.0 $17.7M 3.57% NEW $179.37 +0.1%
7 WMT WALMART INC Consumer Defensive 149,772.0 $16.7M 3.37% NEW $111.41 +6.7%
8 AMZN AMAZON COM INC Consumer Cyclical 54,294.0 $12.5M 2.53% NEW $230.82 +14.5%
9 JPM JPMORGAN CHASE & CO. Financial Services 38,715.0 $12.5M 2.52% NEW $322.22 -4.7%
10 WCMI FIRST TR EXCHANGE-TRADED FD 731,326.0 $12.4M 2.51% NEW $17.01 +12.6%
11 NVDA NVIDIA CORPORATION Technology 65,719.0 $12.3M 2.47% NEW $186.50 +15.0%
12 AVUV AMERICAN CENTY ETF TR 118,231.0 $12.1M 2.43% NEW $101.98 +18.6%
13 XAR SPDR SERIES TRUST 49,918.0 $12.0M 2.43% NEW $241.24 +15.5%
14 EMB ISHARES TR 110,668.0 $10.7M 2.15% NEW $96.28 -0.8%
15 IGIB ISHARES TR 197,040.0 $10.6M 2.14% NEW $53.88 -1.5%
16 WELL WELLTOWER INC Real Estate 53,123.0 $9.9M 1.99% NEW $185.61 +16.8%
17 XLV SELECT SECTOR SPDR TR 61,458.0 $9.5M 1.92% NEW $154.80 -3.7%
18 XLK SELECT SECTOR SPDR TR 62,811.0 $9.0M 1.82% NEW $143.97 +28.5%
19 PYLD PIMCO ETF TR 334,449.0 $8.9M 1.80% NEW $26.68 -1.1%
20 XTEN BONDBLOXX ETF TRUST 191,409.0 $8.8M 1.78% NEW $46.22 -2.2%
Page 1 of 6  ·  110 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.0%
Communication Services 14.3%
Financial Services 11.3%
Consumer Defensive 11.0%
Industrials 10.9%
Consumer Cyclical 5.7%
Utilities 4.8%
Real Estate 3.7%
Healthcare 1.1%
Energy 0.1%