§ 13F · FUND PROFILE
WESPAC Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $171M (13F)Positions · 177Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PULS | PGIM ETF TR | 206K | $10M | 5.6% | +218% |
| 2 | SGOV | ISHARES TR | 84K | $8M | 4.6% | NEW |
| 3 | IVV | ISHARES TR | 9K | $6M | 3.1% | −37% |
| 4 | UUP | INVESCO DB US DLR INDEX TR | 200K | $6M | 3.0% | NEW |
| 5 | VOO | VANGUARD INDEX FDS | 8K | $5M | 2.6% | +7% |
| 6 | JIVE | J P MORGAN EXCHANGE TRADED F | 55K | $5M | 2.6% | −20% |
| 7 | XLE | SELECT SECTOR SPDR TR | 68K | $4M | 2.3% | +1413% |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 95K | $4M | 2.2% | −7% |
| 9 | BIL | SPDR SERIES TRUST | 39K | $4M | 2.0% | +98% |
| 10 | MRK | MERCK & CO INC | 28K | $3M | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WESPAC SIGNAL
AC read
WESPAC Advisors, LLC is a Other fund managing $171 million in assets. The fund runs a portfolio of 177 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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