§ 13F · FUND PROFILE
WESPAC Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $143.0T (13F)Positions · 171Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 14K | $9.3T | 5.0% | +29% |
| 2 | JBND | J P MORGAN EXCHANGE TRADED F | 129K | $7.0T | 3.8% | +40% |
| 3 | JIVE | J P MORGAN EXCHANGE TRADED F | 69K | $5.5T | 3.0% | +55% |
| 4 | VOO | VANGUARD INDEX FDS | 7K | $4.7T | 2.5% | ±0% |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 103K | $4.5T | 2.4% | +63% |
| 6 | QQQ | INVESCO QQQ TR | 7K | $4.1T | 2.2% | +143% |
| 7 | XLK | SELECT SECTOR SPDR TR | 24K | $3.5T | 1.9% | +210% |
| 8 | AAPL | APPLE INC | 12K | $3.4T | 1.8% | ±0% |
| 9 | IDMO | INVESCO EXCH TRADED FD TR II | 59K | $3.3T | 1.8% | +43% |
| 10 | PULS | PGIM ETF TR | 65K | $3.2T | 1.7% | −27% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WESPAC SIGNAL
AC read
WESPAC Advisors, LLC is a Other fund managing $142982.0 trillion in assets. The fund runs a portfolio of 171 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed