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Portfolio (Quarterly) Guide ↗

Western Financial Corp/CA

· CIK 0001954480
13F Portfolio $230M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 120 New
Page 6 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QUAL ISHARES TR 1,629.0 $317K 0.14% NEW $194.54 +8.8%
102 PPA INVESCO EXCHANGE TRADED FD T 2,022.0 $314K 0.14% NEW $155.46 +7.7%
103 EFV ISHARES TR 4,569.0 $310K 0.14% NEW $67.83 +15.9%
104 PEJ INVESCO EXCHANGE TRADED FD T 5,068.0 $307K 0.13% NEW $60.58 -1.4%
105 PGF INVESCO EXCHANGE TRADED FD T 20,977.0 $307K 0.13% NEW $14.62 -5.6%
106 BINC BLACKROCK ETF TRUST II 5,718.0 $304K 0.13% NEW $53.24 -2.2%
107 DYNF BLACKROCK ETF TRUST 5,108.0 $302K 0.13% NEW $59.20 +11.9%
108 IVW ISHARES TR 2,474.0 $299K 0.13% NEW $120.72 +12.5%
109 PNQI INVESCO EXCHANGE TRADED FD T 5,301.0 $296K 0.13% NEW $55.83 -14.1%
110 GGME INVESCO EXCHANGE TRADED FD T 4,485.0 $289K 0.13% NEW $64.35 -6.7%
111 MSFT MICROSOFT CORP Technology 551.0 $285K 0.12% NEW $517.58 -19.2%
112 PRN INVESCO EXCHANGE TRADED FD T 1,646.0 $284K 0.12% NEW $172.73 +35.8%
113 PHO INVESCO EXCHANGE TRADED FD T 3,689.0 $266K 0.12% NEW $72.10 -10.2%
114 PBW INVESCO EXCHANGE TRADED FD T 8,970.0 $259K 0.11% NEW $28.88 +36.9%
115 HD HOME DEPOT INC Consumer Cyclical 625.0 $253K 0.11% NEW $405.43 -24.2%
116 IAGG ISHARES TR 4,561.0 $234K 0.10% NEW $51.23 -2.5%
117 IVE ISHARES TR 1,077.0 $222K 0.10% NEW $206.51 +9.2%
118 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 23,439.0 $214K 0.09% NEW $9.11 -0.5%
119 IEMG ISHARES INC 3,055.0 $201K 0.09% NEW $65.93 +20.8%
120 MFG MIZUHO FINANCIAL GROUP INC Financial Services 13,788.0 $92K 0.04% NEW $6.70 +35.1%
Page 6 of 6  ·  120 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
Financial Services 32.1%
Technology 18.2%
Healthcare 16.7%
Industrials 10.4%
Communication Services 8.8%
Consumer Cyclical 6.3%
Consumer Defensive 3.3%
Energy 1.6%
Real Estate 1.3%
Utilities 1.1%