Holdings

Western Pacific Wealth Management, LP

As of Sep 30, 2026, Western Pacific Wealth Management, LP reported 165 positions worth US$117M. Largest: Vanguard Dividend Appreciation ETF, Alphabet Inc (google) Class C and Vanguard High Dividend Yield Index ETF. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Vanguard Dividend Appreciation ETF54,798US$12.8MnewSep 30, 2026
Alphabet Inc (google) Class C35,155US$12.1M+780Sep 30, 2026
Vanguard High Dividend Yield Index ETF75,651US$11.7MnewSep 30, 2026
Apple Inc27,553US$9.18M−1,050Sep 30, 2026
Nvidia Corporation32,999US$7.54M−365Sep 30, 2026
Amazon.com, Inc.29,013US$7.23M−637Sep 30, 2026
Microsoft Corp.12,676US$6.5M−426Sep 30, 2026
Oakmark U.S. Large Cap ETF215KUS$6.33MnewSep 30, 2026
Berkshire Hathaway Inc.9,478US$4.72Mno changeSep 30, 2026
Meta Platforms, Inc.4,869US$3.53M−51Sep 30, 2026