§ 13F · FUND PROFILE
Western Pacific Wealth Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $102M (13F)Positions · 190Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M 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 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 54K | $12M | 11.7% | ±0% |
| 2 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 74K | $11M | 11.2% | ±0% |
| 3 | AAPL | APPLE INC COM | 29K | $7M | 7.4% | ±0% |
| 4 | AMZN | AMAZON COM INC COM | 30K | $6M | 6.4% | −1% |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | 22K | $6M | 6.3% | −5% |
| 6 | NVDA | NVIDIA CORPORATION COM | 33K | $6M | 5.9% | ±0% |
| 7 | MSFT | MICROSOFT CORP COM | 13K | $5M | 5.1% | +2% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 10K | $5M | 4.8% | ±0% |
| 9 | OAKM | OAKMARK U.S. LARGE CAP ETF | 160K | $4M | 4.5% | +4% |
| 10 | GOOG | ALPHABET INC CAP STK CL C | 13K | $4M | 3.7% | ±0% |
§ 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 $102 million in assets. The fund runs a portfolio of 190 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