§ 13F · FUND PROFILE
WESPAC Advisors SoCal, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $492M (13F)Positions · 106Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$41M 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 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SMH | VANECK ETF TRUST | 61K | $23M | 5.0% | −13% |
| 2 | GOOGL | ALPHABET INC | 70K | $20M | 4.3% | −6% |
| 3 | AVGO | BROADCOM INC | 62K | $19M | 4.1% | −3% |
| 4 | WMT | WALMART INC | 147K | $18M | 3.9% | −2% |
| 5 | AAPL | APPLE INC | 69K | $17M | 3.7% | −4% |
| 6 | MSFT | MICROSOFT CORP | 39K | $14M | 3.1% | +2% |
| 7 | XLE | SELECT SECTOR SPDR TR | 215K | $13M | 2.8% | +43% |
| 8 | AVUV | AMERICAN CENTY ETF TR | 116K | $13M | 2.7% | −2% |
| 9 | XAR | SPDR SERIES TRUST | 49K | $13M | 2.7% | −1% |
| 10 | JPM | JPMORGAN CHASE & CO | 41K | $12M | 2.5% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WESPAC SIGNAL
AC read
WESPAC Advisors SoCal, LLC is a Other fund managing $492 million in assets. The fund runs a portfolio of 106 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