§ 13F · FUND PROFILE
WESPAC Advisors SoCal, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $448.2T (13F)Positions · 103Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.1T 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 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SMH | VANECK ETF TRUST | 71K | $25.4T | 5.1% | +3% |
| 2 | GOOGL | ALPHABET INC | 74K | $23.3T | 4.7% | ±0% |
| 3 | AVGO | BROADCOM INC | 63K | $22.0T | 4.4% | ±0% |
| 4 | AAPL | APPLE INC | 72K | $19.5T | 3.9% | +5% |
| 5 | MSFT | MICROSOFT CORP | 38K | $18.6T | 3.7% | +4% |
| 6 | IAI | ISHARES TR | 99K | $17.7T | 3.6% | +1% |
| 7 | WMT | WALMART INC | 150K | $16.7T | 3.4% | ±0% |
| 8 | AMZN | AMAZON COM INC | 54K | $12.5T | 2.5% | +5% |
| 9 | JPM | JPMORGAN CHASE & CO. | 39K | $12.5T | 2.5% | +1% |
| 10 | WCMI | FIRST TR EXCHANGE-TRADED FD | 731K | $12.4T | 2.5% | −2% |
§ 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 $448156.9 trillion in assets. The fund runs a portfolio of 103 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