WESPAC Advisors SoCal, LLC
WESPAC Advisors SoCal, LLC reported 119 holdings worth US$553M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
WESPAC Advisors SoCal, LLC reported 119 holdings worth US$553M as of Sep 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 119
- Value as reported
- US$553M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 66,182 | US$22M | 4.0% |
| Alphabet Inc (google) Class C | 63,520 | US$21.9M | 4.0% |
| Microsoft Corp. | 42,055 | US$21.6M | 3.9% |
| Broadcom Inc. | 58,046 | US$20.4M | 3.7% |
| Nvidia Corporation | 74,134 | US$16.9M | 3.1% |
| Micron Technology, Inc. | 14,796 | US$15.8M | 2.8% |
| Walmart Inc. | 147K | US$15.3M | 2.8% |
| Amazon.com, Inc. | 56,109 | US$14M | 2.5% |
| Jp Morgan Chase & Co. | 41,523 | US$13.7M | 2.5% |
| Welltower Inc. | 54,981 | US$12.7M | 2.3% |
| Emcor Group, Inc. | 14,233 | US$10.7M | 1.9% |
| General Dynamics Corporation | 23,970 | US$7.95M | 1.4% |
| Coca-cola Company (the) | 87,310 | US$7.52M | 1.4% |
| Goldman Sachs Group, Inc. (the) | 7,826 | US$7.05M | 1.3% |
| Procter & Gamble Company (the) | 47,468 | US$6.9M | 1.2% |
| Constellation Energy Corporation | 26,840 | US$6.82M | 1.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 13,357 | US$6.09M | 1.1% |
| Palantir Technologies Inc. | 32,259 | US$6.03M | 1.1% |
| Crowdstrike Holdings, Inc. | 19,888 | US$5.27M | 0.95% |
| Ge Vernova Inc. | 5,125 | US$4.87M | 0.88% |
| Visa Inc. | 12,082 | US$4.34M | 0.78% |
| Meta Platforms, Inc. | 4,772 | US$3.46M | 0.63% |
| Arista Networks, Inc. | 16,168 | US$3.29M | 0.60% |
| Robinhood Markets, Inc. | 26,583 | US$2.99M | 0.54% |
| Netflix, Inc. | 40,808 | US$2.84M | 0.51% |
| Argenx Se | 2,668 | US$2.56M | 0.46% |
| Ge Aerospace | 7,226 | US$2.26M | 0.41% |
| Axon Enterprise, Inc. | 5,303 | US$2.24M | 0.41% |
| Vertiv Holdings, Llc | 9,061 | US$2.19M | 0.40% |
| Rockwell Automation, Inc. | 4,869 | US$2.12M | 0.38% |
| Tesla, Inc. | 5,862 | US$2.08M | 0.38% |
| Intel Corporation | 16,426 | US$1.97M | 0.36% |
| Vistra Corp. | 13,912 | US$1.92M | 0.35% |
| Beone Medicines Ltd. Class A | 5,156 | US$1.89M | 0.34% |
| Hubbell Inc | 3,917 | US$1.78M | 0.32% |
| Marvell Technology, Inc. | 5,120 | US$1.35M | 0.24% |
| Morgan Stanley | 7,060 | US$1.33M | 0.24% |
| International Business Machines Corporation | 5,986 | US$1.32M | 0.24% |
| Berkshire Hathaway Inc. | 2,595 | US$1.29M | 0.23% |
| Rocket Lab Corporation | 14,981 | US$1.04M | 0.19% |
| Eli Lilly And Company | 845 | US$978K | 0.18% |
| Advanced Micro Devices Inc | 1,379 | US$844K | 0.15% |
| Lumentum Holdings Inc. | 660 | US$641K | 0.12% |
| Charles Schwab Corporation (the) | 5,876 | US$574K | 0.10% |
| Intuitive Surgical, Inc. | 800 | US$325K | 0.06% |
| Costco Wholesale Corporation | 325 | US$296K | 0.05% |
| Cgi Inc. Class A | 4,300 | US$293K | 0.05% |
| Chevron Corporation | 1,203 | US$246K | 0.04% |
| Wells Fargo & Company | 2,547 | US$204K | 0.04% |
| Agnc Investment Corp. | 0 | US$0 | 0.00% |
| Duke Energy Corporation (holding Company) | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Oracle Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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