§ 13F · FUND PROFILE
Western Pacific Wealth Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $104.3T (13F)Positions · 197Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.1T 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 FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 54K | $11.8T | 11.4% | +8% |
| 2 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 74K | $10.6T | 10.3% | +19% |
| 3 | AAPL | APPLE INC COM | 29K | $7.8T | 7.6% | −21% |
| 4 | GOOGL | ALPHABET INC CAP STK CL A | 23K | $7.1T | 6.9% | +2% |
| 5 | AMZN | AMAZON COM INC COM | 30K | $7.0T | 6.8% | ±0% |
| 6 | MSFT | MICROSOFT CORP COM | 13K | $6.3T | 6.1% | ±0% |
| 7 | NVDA | NVIDIA CORPORATION COM | 34K | $6.3T | 6.1% | −12% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 10K | $5.0T | 4.8% | ±0% |
| 9 | OAKM | OAKMARK U.S. LARGE CAP ETF | 154K | $4.4T | 4.2% | +1% |
| 10 | GOOG | ALPHABET INC CAP STK CL C | 13K | $4.0T | 3.9% | −32% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WESTERN SIGNAL
AC read
Western Pacific Wealth Management, LP is a Other fund managing $104274.3 trillion in assets. The fund runs a portfolio of 197 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