WESPAC Advisors SoCal, LLC

Est. AUM

$466.7M

13F long equity, this entity only

Positions

116

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANECK ETF TRUST	SEMICONDUCTR ETF	$23.4M	61157	5.02%	SOLE
2	ALPHABET INC	CAP STK CL A	$20.1M	69811	4.30%	SOLE
3	BROADCOM INC	COM	$19.2M	61876	4.10%	SOLE
4	WALMART INC	COM	$18.2M	146839	3.91%	SOLE
5	APPLE INC	COM	$17.4M	68690	3.73%	SOLE
6	MICROSOFT CORP	COM	$14.5M	39101	3.10%	SOLE
7	SELECT SECTOR SPDR TR	STATE STREET ENE	$13.2M	214686	2.82%	SOLE
8	AMERICAN CENTY ETF TR	US SML CP VALU	$12.8M	115562	2.74%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$12.5M	49364	2.69%	SOLE
10	JPMORGAN CHASE & CO	COM	$12.0M	40697	2.56%	SOLE
11	AMAZON COM INC	COM	$11.5M	55423	2.47%	SOLE
12	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$11.0M	67149	2.35%	SOLE
13	NVIDIA CORPORATION	COM	$10.9M	62372	2.33%	SOLE
14	ISHARES TR	ISHS 5-10YR INVT	$10.7M	201866	2.30%	SOLE
15	WELLTOWER INC	COM	$10.7M	53926	2.28%	SOLE
16	EMCOR GROUP INC	COM	$10.3M	13941	2.21%	SOLE
17	PIMCO ETF TR	MULTISECTOR BD	$10.1M	385406	2.16%	SOLE
18	ISHARES TR	US BR DEL SE ETF	$9.8M	59710	2.10%	SOLE
19	SELECT SECTOR SPDR TR	STATE STREET HEA	$9.7M	66215	2.08%	SOLE
20	JANUS DETROIT STR TR	HENDERSON MTG	$8.9M	197015	1.91%	SOLE
21	EATON CORP PLC	SHS	$8.0M	22347	1.71%	SOLE
22	CONSTELLATION ENERGY CORP	COM	$7.7M	27610	1.65%	SOLE
23	SELECT SECTOR SPDR TR	STATE STREET TEC	$7.7M	57835	1.65%	SOLE
24	GENERAL DYNAMICS CORP	COM	$7.5M	21985	1.62%	SOLE
25	JANUS DETROIT STR TR	HENDRSON AAA CL	$7.0M	139686	1.51%	SOLE
26	COCA COLA CO	COM	$6.8M	88923	1.45%	SOLE
27	PROCTER & GAMBLE CO	COM	$6.3M	43660	1.35%	SOLE
28	GOLDMAN SACHS GROUP INC	COM	$6.2M	7377	1.34%	SOLE
29	VANECK FDS	EMERGING MARKETS	$6.0M	120059	1.29%	SOLE
30	J P MORGAN EXCHANGE TRADED F	JPMORGAN INTL VL	$5.7M	66248	1.22%	SOLE
31	ISHARES GOLD TR	ISHARES NEW	$5.2M	59124	1.12%	SOLE
32	ORACLE CORP	COM	$5.1M	34418	1.08%	SOLE
33	GE VERNOVA INC	COM	$4.6M	5302	0.99%	SOLE
34	PALANTIR TECHNOLOGIES INC	CL A	$4.6M	31343	0.98%	SOLE
35	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$4.4M	13104	0.95%	SOLE
36	NETFLIX INC.	COM	$4.0M	41722	0.86%	SOLE
37	BONDBLOXX ETF TRUST	BLOOMBERG SEVEN	$3.8M	78732	0.80%	SOLE
38	BONDBLOXX ETF TRUST	BLOOMBERG THREE	$3.7M	74399	0.79%	SOLE
39	SELECT SECTOR SPDR TR	STATE STREET UTI	$3.7M	79740	0.78%	SOLE
40	VISA INC	COM CL A	$3.5M	11682	0.76%	SOLE
41	ISHARES TR	MBS ETF	$3.5M	36992	0.75%	SOLE
42	MICRON TECHNOLOGY INC	COM	$3.5M	10328	0.75%	SOLE
43	BONDBLOXX ETF TRUST	BLOOMBERG FVE YR	$3.4M	69400	0.73%	SOLE
44	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$3.2M	51076	0.69%	SOLE
45	ISHARES TR	0-3 MNTH TREASRY	$3.0M	29805	0.64%	SOLE
46	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$2.7M	51311	0.58%	SOLE
47	META PLATFORMS INC	CL A	$2.6M	4619	0.57%	SOLE
48	SELECT SECTOR SPDR TR	STATE STREET COM	$2.5M	22899	0.54%	SOLE
49	ISHARES TR	TIPS BD ETF	$2.2M	20053	0.47%	SOLE
50	CITIGROUP INC	COM NEW	$2.2M	19319	0.47%	SOLE

1–50 of 116

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.