WESPAC Advisors, LLC

OtherOther

AUM: $143.0B·171 positions·Q4 2025

Filed: Jan 14, 2026

CIK: 0001484540

WESPAC Advisors, LLC is a Other fund managing $142982.0 trillion in assets. The fund runs a portfolio of 171 positions.

Top 10 Holdings

#	Stock	Value	% Port.	Chg
1	IVV ISHARES TR	$9.3T	5.0%	+28.8%	▲▲
2	JBND J P MORGAN EXCHANGE TRADED F	$7.0T	3.8%	+40.1%	▲▲
3	JIVE J P MORGAN EXCHANGE TRADED F	$5.5T	3.0%	+55.0%	▲▲
4	VOO VANGUARD INDEX FDS	$4.7T	2.5%	0.0%	─
5	CGDV CAPITAL GROUP DIVIDEND VALUE	$4.5T	2.4%	+63.1%	▲▲
6	QQQ INVESCO QQQ TR	$4.1T	2.2%	+142.9%	▲▲
7	XLK SELECT SECTOR SPDR TR	$3.5T	1.9%	+209.6%	▲▲
8	AAPL APPLE INC	$3.4T	1.8%	+0.3%	▲
9	IDMO INVESCO EXCH TRADED FD TR II	$3.3T	1.8%	+43.3%	▲▲
10	PULS PGIM ETF TR	$3.2T	1.7%	-27.4%	▼

Notable Moves

New Positions

$2.9T (1.6%)

$2.1T (1.1%)

$925.7B (0.5%)

$889.7B (0.5%)

$834.9B (0.5%)

$801.7B (0.4%)

WDC

$793.3B (0.4%)

KNTK

$789.4B (0.4%)

Exits & Heavy Cuts

-59% · $1.0T

-62% · $602.0B

-59% · $551.9B

-70% · $438.2B

-54% · $400.5B

-79% · $354.4B

-76% · $335.4B

-72% · $271.8B

Fund Analysis

Fund analysis is being prepared.

All Holdings

Sort:

#	Stock	Value	% Port.	Chg
1	IVV ISHARES TR	$9.3T	5.0%	+28.8%	▼
2	JBND J P MORGAN EXCHANGE TRADED F	$7.0T	3.8%	+40.1%	▼
3	JIVE J P MORGAN EXCHANGE TRADED F	$5.5T	3.0%	+55.0%	▼
4	VOO VANGUARD INDEX FDS	$4.7T	2.5%	0.0%	▼
5	CGDV CAPITAL GROUP DIVIDEND VALUE	$4.5T	2.4%	+63.1%	▼
6	QQQ INVESCO QQQ TR	$4.1T	2.2%	+142.9%	▼
7	XLK SELECT SECTOR SPDR TR	$3.5T	1.9%	+209.6%	▼
8	AAPL APPLE INC	$3.4T	1.8%	+0.3%	▼
9	IDMO INVESCO EXCH TRADED FD TR II	$3.3T	1.8%	+43.3%	▼
10	PULS PGIM ETF TR	$3.2T	1.7%	-27.4%	▼
11	PYLD PIMCO ETF TR	$3.0T	1.6%	+996.5%	▼
12	MRKNEW MERCK & CO INC	$2.9T	1.6%	—	▼
13	SCHG SCHWAB STRATEGIC TR	$2.9T	1.6%	+151.9%	▼
14	CLOI VANECK ETF TRUST	$2.8T	1.5%	+339.8%	▼
15	VUG VANGUARD INDEX FDS	$2.8T	1.5%	-8.7%	▼
16	IAU ISHARES GOLD TR	$2.7T	1.5%	+25.2%	▼
17	AAAU GOLDMAN SACHS PHYSICAL GOLD	$2.7T	1.5%	+43.4%	▼
18	SLV ISHARES SILVER TR	$2.3T	1.2%	+10.8%	▼
19	MSFT MICROSOFT CORP	$2.3T	1.2%	+27.8%	▼
20	IYZ ISHARES TR	$2.2T	1.2%	-9.4%	▼
21	IPKW INVESCO EXCH TRADED FD TR II	$2.1T	1.1%	+15.5%	▼
22	HECANEW ETF OPPORTUNITIES TRUST	$2.1T	1.1%	—	▼
23	SDY SPDR SERIES TRUST	$2.0T	1.1%	+293.9%	▼
24	IWM ISHARES TR	$1.9T	1.0%	+35.3%	▼
25	OUNZ VANECK MERK GOLD ETF	$1.9T	1.0%	0.0%	▼
26	PVAL PUTNAM ETF TRUST	$1.9T	1.0%	+78.3%	▼
27	IVE ISHARES TR	$1.9T	1.0%	+71.3%	▼
28	COR CENCORA INC	$1.9T	1.0%	-13.3%	▼
29	BIL SPDR SERIES TRUST	$1.8T	1.0%	+339.8%	▼
30	MBSF VALUED ADVISERS TR	$1.8T	1.0%	-12.7%	▼
31	XLV SELECT SECTOR SPDR TR	$1.7T	0.9%	+327.2%	▼
32	IGIB ISHARES TR	$1.6T	0.9%	-6.7%	▼
33	CLOA BLACKROCK ETF TRUST II	$1.6T	0.9%	-29.0%	▼
34	RSP INVESCO EXCHANGE TRADED FD T	$1.6T	0.9%	-37.6%	▼
35	GOOGL ALPHABET INC	$1.5T	0.8%	+13.4%	▼
36	MMM 3M CO	$1.5T	0.8%	-11.8%	▼
37	IDV ISHARES TR	$1.4T	0.8%	+472.3%	▼
38	GE GE AEROSPACE	$1.4T	0.8%	-12.1%	▼
39	OBDC BLUE OWL CAPITAL CORPORATION	$1.4T	0.7%	-9.5%	▼
40	HWM HOWMET AEROSPACE INC	$1.4T	0.7%	-10.9%	▼
41	WMT WALMART INC	$1.3T	0.7%	-10.4%	▼
42	AMD ADVANCED MICRO DEVICES INC	$1.3T	0.7%	-24.7%	▼
43	CAH CARDINAL HEALTH INC	$1.3T	0.7%	-5.6%	▼
44	SPY SPDR S&P 500 ETF TR	$1.3T	0.7%	-1.7%	▼
45	GLD SPDR GOLD TR	$1.3T	0.7%	+35.7%	▼
46	CLOX SERIES PORTFOLIOS TR	$1.2T	0.7%	-9.9%	▼
47	ILF ISHARES TR	$1.2T	0.7%	-42.9%	▼
48	BTI BRITISH AMERN TOB PLC	$1.2T	0.7%	-1.4%	▼
49	VOD VODAFONE GROUP PLC NEW	$1.2T	0.7%	-3.7%	▼
50	DIA SPDR DOW JONES INDL AVERAGE	$1.2T	0.7%	-3.4%	▼
51	BAC BANK AMERICA CORP	$1.1T	0.6%	+20.4%	▼
52	TSLA TESLA INC	$1.1T	0.6%	+19.0%	▼
53	RITM RITHM CAPITAL CORP	$1.0T	0.6%	-6.7%	▼
54	QCOM QUALCOMM INC	$1.0T	0.6%	-24.5%	▼
55	NRG NRG ENERGY INC	$1.0T	0.6%	-13.6%	▼
56	T AT&T INC	$1.0T	0.5%	-58.9%	▼
57	APH AMPHENOL CORP NEW	$967.9B	0.5%	-5.7%	▼
58	NVDA NVIDIA CORPORATION	$961.8B	0.5%	-11.5%	▼
59	JSI JANUS DETROIT STR TR	$937.5B	0.5%	-22.1%	▼
60	TUA SIMPLIFY EXCHANGE TRADED FUN	$927.3B	0.5%	-20.8%	▼
61	SPYINEW NEOS ETF TRUST	$925.7B	0.5%	—	▼
62	CNP CENTERPOINT ENERGY INC	$916.1B	0.5%	-1.8%	▼
63	ENB ENBRIDGE INC	$900.6B	0.5%	-8.7%	▼
64	MLPXNEW GLOBAL X FDS	$889.7B	0.5%	—	▼
65	VXF VANGUARD INDEX FDS	$878.5B	0.5%	+74.8%	▼
66	PAAA PGIM ETF TR	$847.7B	0.5%	+1.0%	▼
67	GDXNEW VANECK ETF TRUST	$834.9B	0.5%	—	▼
68	TFLO ISHARES TR	$809.4B	0.4%	0.0%	▼
69	GOOG ALPHABET INC	$806.8B	0.4%	+30.4%	▼
70	TSM TAIWAN SEMICONDUCTOR MFG LTD	$803.5B	0.4%	0.0%	▼
71	MUNEW MICRON TECHNOLOGY INC	$801.7B	0.4%	—	▼
72	VYMI VANGUARD WHITEHALL FDS	$799.4B	0.4%	-3.7%	▼
73	WDCNEW WESTERN DIGITAL CORP	$793.3B	0.4%	—	▼
74	KNTKNEW KINETIK HOLDINGS INC	$789.4B	0.4%	—	▼
75	GILDNEW GILEAD SCIENCES INC	$776.9B	0.4%	—	▼
76	TPR TAPESTRY INC	$767.1B	0.4%	-14.4%	▼
77	TERNEW TERADYNE INC	$746.9B	0.4%	—	▼
78	NMCO NUVEEN MUN CR OPPORTUNITIES	$743.6B	0.4%	+3.2%	▼
79	NMZ NUVEEN MUN HIGH INCOME OPPOR	$739.8B	0.4%	+3.3%	▼
80	RL RALPH LAUREN CORP	$727.7B	0.4%	-8.1%	▼
81	ARCC ARES CAPITAL CORP	$707.0B	0.4%	-10.4%	▼
82	AMGNNEW AMGEN INC	$683.2B	0.4%	—	▼
83	NOBL PROSHARES TR	$682.7B	0.4%	-25.4%	▼
84	NEMNEW NEWMONT CORP	$670.4B	0.4%	—	▼
85	SMH VANECK ETF TRUST	$670.2B	0.4%	+40.3%	▼
86	TTWO TAKE-TWO INTERACTIVE SOFTWAR	$661.6B	0.4%	+151.9%	▼
87	EIPI FIRST TR EXCHNG TRADED FD VI	$656.3B	0.4%	-11.4%	▼
88	META META PLATFORMS INC	$651.5B	0.4%	-15.6%	▼
89	ALBNEW ALBEMARLE CORP	$643.7B	0.3%	—	▼
90	MA MASTERCARD INCORPORATED	$642.2B	0.3%	0.0%	▼
91	BSMQ INVESCO EXCH TRD SLF IDX FD	$615.6B	0.3%	0.0%	▼
92	BSMR INVESCO EXCH TRD SLF IDX FD	$612.3B	0.3%	0.0%	▼
93	JPM JPMORGAN CHASE & CO.	$607.2B	0.3%	-6.1%	▼
94	IYF ISHARES TR	$602.0B	0.3%	-61.6%	▼
95	TBUXNEW T ROWE PRICE ETF INC	$584.3B	0.3%	—	▼
96	XLU SELECT SECTOR SPDR TR	$576.4B	0.3%	+209.9%	▼
97	LLY ELI LILLY & CO	$571.7B	0.3%	-7.6%	▼
98	XME SPDR SERIES TRUST	$568.4B	0.3%	-39.5%	▼
99	AMZN AMAZON COM INC	$552.4B	0.3%	-14.9%	▼
100	COST COSTCO WHSL CORP NEW	$551.9B	0.3%	-58.7%	▼
101	GEV GE VERNOVA INC	$546.4B	0.3%	+8.9%	▼
102	MPWRNEW MONOLITHIC PWR SYS INC	$544.7B	0.3%	—	▼
103	SHYG ISHARES TR	$527.7B	0.3%	-40.9%	▼
104	EWS ISHARES INC	$514.1B	0.3%	-37.2%	▼
105	OKE ONEOK INC NEW	$513.5B	0.3%	-6.5%	▼
106	BSMS INVESCO EXCH TRD SLF IDX FD	$508.8B	0.3%	0.0%	▼
107	V VISA INC	$490.6B	0.3%	+2.2%	▼
108	VTI VANGUARD INDEX FDS	$486.1B	0.3%	-1.0%	▼
109	PG PROCTER AND GAMBLE CO	$458.4B	0.2%	-22.2%	▼
110	EMB ISHARES TR	$451.4B	0.2%	+44.7%	▼
111	HQH ABRDN HEALTHCARE INVESTORS	$450.3B	0.2%	-14.5%	▼
112	ITA ISHARES TR	$438.2B	0.2%	-70.3%	▼
113	VIS VANGUARD WORLD FD	$431.2B	0.2%	-35.7%	▼
114	FNDX SCHWAB STRATEGIC TR	$426.4B	0.2%	+0.0%	▼
115	XLPNEW SELECT SECTOR SPDR TR	$402.1B	0.2%	—	▼
116	FNDF SCHWAB STRATEGIC TR	$400.5B	0.2%	-53.7%	▼
117	IEF ISHARES TR	$397.6B	0.2%	0.0%	▼
118	BND VANGUARD BD INDEX FDS	$387.3B	0.2%	+1.2%	▼
119	WBDNEW WARNER BROS DISCOVERY INC	$383.5B	0.2%	—	▼
120	F FORD MTR CO	$372.9B	0.2%	-40.0%	▼
121	SPHQ INVESCO EXCHANGE TRADED FD T	$354.4B	0.2%	-78.9%	▼
122	CVX CHEVRON CORP NEW	$350.5B	0.2%	+28.7%	▼
123	IBM INTERNATIONAL BUSINESS MACHS	$346.6B	0.2%	+0.4%	▼
124	CGGR CAPITAL GROUP GROWTH ETF	$344.2B	0.2%	-37.6%	▼
125	ORCL ORACLE CORP	$341.3B	0.2%	+28.8%	▼
126	RTX RTX CORPORATION	$338.2B	0.2%	0.0%	▼
127	IGM ISHARES TR	$335.4B	0.2%	-76.2%	▼
128	PCT PURECYCLE TECHNOLOGIES INC	$328.0B	0.2%	0.0%	▼
129	AMAT APPLIED MATLS INC	$326.0B	0.2%	0.0%	▼
130	VYM VANGUARD WHITEHALL FDS	$313.6B	0.2%	-0.6%	▼
131	LQD ISHARES TR	$304.0B	0.2%	+10.4%	▼
132	BSMTNEW INVESCO EXCH TRD SLF IDX FD	$300.9B	0.2%	—	▼
133	IAI ISHARES TR	$292.4B	0.2%	0.0%	▼
134	BSCQ INVESCO EXCH TRD SLF IDX FD	$287.8B	0.2%	-2.6%	▼
135	XAR SPDR SERIES TRUST	$287.6B	0.2%	0.0%	▼
136	BSCR INVESCO EXCH TRD SLF IDX FD	$286.7B	0.2%	-10.3%	▼
137	BSJQ INVESCO EXCH TRD SLF IDX FD	$284.5B	0.2%	-2.7%	▼
138	BSJR INVESCO EXCH TRD SLF IDX FD	$283.1B	0.2%	-10.3%	▼
139	JEPI J P MORGAN EXCHANGE TRADED F	$282.0B	0.2%	-0.9%	▼
140	KEYNEW KEYCORP	$272.4B	0.1%	—	▼
141	EVRG EVERGY INC	$271.8B	0.1%	-72.4%	▼
142	TIPNEW ISHARES TR	$270.0B	0.1%	—	▼
143	NFLX NETFLIX INC	$267.2B	0.1%	+740.7%	▼
144	AVGO BROADCOM INC	$266.8B	0.1%	-33.1%	▼
145	JAAA JANUS DETROIT STR TR	$265.1B	0.1%	0.0%	▼
146	O REALTY INCOME CORP	$256.4B	0.1%	-65.2%	▼
147	ETHA ISHARES ETHEREUM TR	$256.4B	0.1%	-11.2%	▼
148	FLTRNEW VANECK ETF TRUST	$253.6B	0.1%	—	▼
149	IVW ISHARES TR	$251.3B	0.1%	0.0%	▼
150	SCCO SOUTHERN COPPER CORP	$251.2B	0.1%	+0.8%	▼
151	EWJNEW ISHARES INC	$248.7B	0.1%	—	▼
152	TBIL RBB FD INC	$248.5B	0.1%	-6.0%	▼
153	VTNEW VANGUARD INTL EQUITY INDEX F	$245.4B	0.1%	—	▼
154	CIBR FIRST TR EXCHANGE TRADED FD	$242.8B	0.1%	0.0%	▼
155	XLGNEW INVESCO EXCHANGE TRADED FD T	$238.7B	0.1%	—	▼
156	JCPB J P MORGAN EXCHANGE TRADED F	$235.5B	0.1%	0.0%	▼
157	XTEN BONDBLOXX ETF TRUST	$224.0B	0.1%	+0.4%	▼
158	TFC TRUIST FINL CORP	$220.2B	0.1%	-73.5%	▼
159	ALAB ASTERA LABS INC	$219.1B	0.1%	-22.9%	▼
160	EXCNEW EXELON CORP	$216.0B	0.1%	—	▼
161	MSNEW MORGAN STANLEY	$212.0B	0.1%	—	▼
162	ETJ EATON VANCE RISK-MANAGED DIV	$211.7B	0.1%	-28.4%	▼
163	UBERNEW UBER TECHNOLOGIES INC	$210.6B	0.1%	—	▼
164	EXPENEW EXPEDIA GROUP INC	$208.5B	0.1%	—	▼
165	BRK/B BERKSHIRE HATHAWAY INC DEL	$207.1B	0.1%	-8.0%	▼
166	VNQNEW VANGUARD INDEX FDS	$207.0B	0.1%	—	▼
167	LNC LINCOLN NATL CORP IND	$206.4B	0.1%	-74.6%	▼
168	HBANNEW HUNTINGTON BANCSHARES INC	$204.8B	0.1%	—	▼
169	FENI FIDELITY COVINGTON TRUST	$202.4B	0.1%	-71.4%	▼
170	MO ALTRIA GROUP INC	$202.3B	0.1%	-76.5%	▼
171	XLE SELECT SECTOR SPDR TR	$201.6B	0.1%	-57.3%	▼
172	HIINEW HUNTINGTON INGALLS INDS INC	$201.3B	0.1%	—	▼
173	EOSE EOS ENERGY ENTERPRISES INC	$194.6B	0.1%	+30.8%	▼
174	ENVX ENOVIX CORPORATION	$191.5B	0.1%	-0.7%	▼
175	NMI NUVEEN MUN INCOME FD INC	$99.3B	0.1%	0.0%	▼
176	GGN GAMCO GLOBAL GOLD NAT RES &	$68.4B	0.0%	-50.0%	▼
177	TENEW T1 ENERGY INC	$66.8B	0.0%	—	▼
178	INVNEW INNVENTURE INC	$41.8B	0.0%	—	▼

Showing 178 of 178 positions

Similar Funds

View all Otherfunds →

Stocks in Common

Most Crowded Holdings

MSFT

held by 6127 of top 20076.5% institutional

AAPL

held by 5937 of top 20067.9% institutional

IVV

held by 3892 of top 200

QQQ

held by 3860 of top 200

Holdings reflect 13F filings with the SEC — quarterly disclosures required of institutional managers with $100M+ in AUM. Positions are as of quarter-end and may have changed significantly since filing. See full disclaimer.