WESPAC Advisors SoCal, LLC
WESPAC Advisors SoCal, LLC reported 122 holdings worth US$560M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 16, 2026
WESPAC Advisors SoCal, LLC reported 122 holdings worth US$560M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Broadcom Inc. and Apple Inc. Filed Jul 16, 2026 (Form 13F).
- Holdings
- 122
- Value as reported
- US$560M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 63,161 | US$22.6M | 4.0% |
| Broadcom Inc. | 58,520 | US$22.1M | 3.9% |
| Apple Inc | 67,058 | US$19.4M | 3.5% |
| Micron Technology, Inc. | 14,628 | US$16.9M | 3.0% |
| Walmart Inc. | 148K | US$16.7M | 3.0% |
| Microsoft Corp. | 40,255 | US$15M | 2.7% |
| Nvidia Corporation | 72,622 | US$14.5M | 2.6% |
| Jp Morgan Chase & Co. | 41,979 | US$13.7M | 2.5% |
| Amazon.com, Inc. | 56,824 | US$13.5M | 2.4% |
| Welltower Inc. | 55,045 | US$12.5M | 2.2% |
| Emcor Group, Inc. | 14,345 | US$11.9M | 2.1% |
| General Dynamics Corporation | 23,054 | US$8.17M | 1.5% |
| Goldman Sachs Group, Inc. (the) | 7,777 | US$7.87M | 1.4% |
| Coca-cola Company (the) | 88,192 | US$7.17M | 1.3% |
| Constellation Energy Corporation | 27,126 | US$6.74M | 1.2% |
| Procter & Gamble Company (the) | 44,135 | US$6.47M | 1.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 13,388 | US$6.39M | 1.1% |
| Ge Vernova Inc. | 5,151 | US$6.05M | 1.1% |
| Oracle Corporation | 36,369 | US$5.33M | 0.95% |
| Visa Inc. | 12,218 | US$4.19M | 0.75% |
| Crowdstrike Holdings, Inc. | 20,412 | US$3.89M | 0.69% |
| Palantir Technologies Inc. | 32,459 | US$3.79M | 0.68% |
| Vertiv Holdings, Llc | 9,174 | US$3.07M | 0.55% |
| Axon Enterprise, Inc. | 5,347 | US$3M | 0.53% |
| Netflix, Inc. | 41,339 | US$2.95M | 0.53% |
| Robinhood Markets, Inc. | 28,526 | US$2.86M | 0.51% |
| Arista Networks, Inc. | 16,655 | US$2.83M | 0.50% |
| Meta Platforms, Inc. | 4,972 | US$2.8M | 0.50% |
| Ge Aerospace | 7,372 | US$2.76M | 0.49% |
| Argenx Se | 2,683 | US$2.49M | 0.44% |
| Tesla, Inc. | 5,882 | US$2.47M | 0.44% |
| Rockwell Automation, Inc. | 4,868 | US$2.41M | 0.43% |
| International Business Machines Corporation | 8,306 | US$2.34M | 0.42% |
| Intel Corporation | 15,900 | US$2.22M | 0.40% |
| Vistra Corp. | 13,611 | US$2.16M | 0.39% |
| Hubbell Inc | 4,121 | US$2.16M | 0.38% |
| Agnc Investment Corp. | 178K | US$1.94M | 0.35% |
| Morgan Stanley | 7,428 | US$1.55M | 0.28% |
| Beone Medicines Ltd. Class A | 5,082 | US$1.45M | 0.26% |
| Berkshire Hathaway Inc. | 2,595 | US$1.3M | 0.23% |
| Eli Lilly And Company | 858 | US$1.03M | 0.18% |
| Marvell Technology, Inc. | 2,866 | US$854K | 0.15% |
| Rocket Lab Corporation | 7,804 | US$793K | 0.14% |
| Advanced Micro Devices Inc | 1,349 | US$784K | 0.14% |
| Charles Schwab Corporation (the) | 5,876 | US$542K | 0.10% |
| Exxon Mobil Corporation | 3,136 | US$429K | 0.08% |
| Intuitive Surgical, Inc. | 795 | US$316K | 0.06% |
| Costco Wholesale Corporation | 322 | US$301K | 0.05% |
| Cgi Inc. Class A | 4,300 | US$278K | 0.05% |
| Duke Energy Corporation (holding Company) | 1,704 | US$216K | 0.04% |
| Wells Fargo & Company | 2,517 | US$208K | 0.04% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Citigroup, Inc. | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related