WESPAC Advisors SoCal, LLC
CIK 1668188
13F filing for Q2 2026・No. 3,633
- Holdings
- US$560.34M
- Quarter change
- +US$90.11M
- Entries
- 122
- Net bought (estimate)
- +US$18.45M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 10
- Cut 28
- Added 70
- Corporate actions 0
- Unchanged 11
Largest holdings
118 stocks worth US$557.84M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SMHVANECK ETF TRUSTSEMICONDUCTR ETF | Cut | 48,055 | US$31.52M | 5.65% |
| GOOGLAlphabetCAP STK CL A | Cut | 63,161 | US$22.57M | 4.05% |
| AVGOBroadcomCOM | Cut | 58,520 | US$22.11M | 3.96% |
| AAPLAppleCOM | Cut | 67,058 | US$19.4M | 3.48% |
| MUMicronCOM | Added | 14,628 | US$16.88M | 3.03% |
| WMTWALMART INCCOM | Added | 147,846 | US$16.75M | 3.00% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 121,018 | US$15.1M | 2.71% |
| MSFTMicrosoftCOM | Added | 40,255 | US$15.02M | 2.69% |
| NVDANvidiaCOM | Added | 72,622 | US$14.53M | 2.60% |
| XARSPDR SERIES TRUSTST STR SP AERO | Added | 50,425 | US$14.31M | 2.57% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 16, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.