WESPAC Advisors SoCal, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, WESPAC Advisors SoCal, LLC held in its portfolio 107 assets valued at $495,873,336 (i.e. $495.87M).
The most valuable assets in the portfolio included: VANECK ETF TRUST ($25.39M), ALPHABET INC ($23.25M), and BROADCOM INC ($21.97M).
The chart below shows the top 10 valuable assets, and the table below shows the top 107 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WESPAC Advisors SoCal, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANECK ETF TRUST | 70504 | 25390706 | SEMICONDUCTR ETF |
| ALPHABET INC | 74284 | 23251042 | CAP STK CL A |
| BROADCOM INC | 63491 | 21974129 | COM |
| APPLE INC | 71895 | 19545300 | COM |
| MICROSOFT CORP | 38394 | 18568136 | COM |
| ISHARES TR | 98767 | 17715925 | US BR DEL SE ETF |
| WALMART INC | 149772 | 16686093 | COM |
| SPDR SERIES TRUST | 75159 | 15685344 | STATE STREET SPD |
| AMAZON COM INC | 54294 | 12532026 | COM |
| JPMORGAN CHASE & CO. | 38715 | 12474776 | COM |
| FIRST TR EXCHANGE-TRADED FD | 731326 | 12439848 | WCM INTL EQUITY |
| NVIDIA CORPORATION | 65719 | 12256641 | COM |
| AMERICAN CENTY ETF TR | 118231 | 12057220 | US SML CP VALU |
| ISHARES TR | 110668 | 10655115 | JPMORGAN USD EMG |
| ISHARES TR | 197040 | 10616515 | ISHS 5-10YR INVT |
| WELLTOWER INC | 53123 | 9860083 | COM |
| SELECT SECTOR SPDR TR | 61458 | 9513678 | STATE STREET HEA |
| SELECT SECTOR SPDR TR | 62811 | 9042934 | STATE STREET TEC |
| PIMCO ETF TR | 334449 | 8923099 | MULTISECTOR BD |
| BONDBLOXX ETF TRUST | 191409 | 8846924 | BLOOMBERG TEN YR |
| EMCOR GROUP INC | 13777 | 8428671 | COM |
| FIRST TR EXCHANGE TRADED FD | 52588 | 8046953 | NASDQ CLN EDGE |
| JANUS DETROIT STR TR | 167118 | 7635621 | HENDERSON MTG |
| T-MOBILE US INC | 35847 | 7278427 | COM |
| CONSTELLATION ENERGY CORP | 20389 | 7202935 | COM |
| GENERAL DYNAMICS CORP | 21247 | 7152929 | COM |
| ISHARES TR | 141056 | 7116275 | 10+ YR INVST GRD |
| SELECT SECTOR SPDR TR | 149753 | 6695442 | STATE STREET ENE |
| EATON CORP PLC | 19825 | 6314366 | SHS |
| COCA COLA CO | 89720 | 6272298 | COM |
| JANUS DETROIT STR TR | 123632 | 6253307 | HENDRSON AAA CL |
| FIRST TR EXCHANGE TRADED FD | 86506 | 6180844 | NASDAQ CYB ETF |
| ORACLE CORP | 31382 | 6116653 | COM |
| PROCTER AND GAMBLE CO | 42331 | 6066490 | COM |
| GOLDMAN SACHS GROUP INC | 6587 | 5790305 | COM |
| PALANTIR TECHNOLOGIES INC | 29850 | 5305838 | CL A |
| VISA INC | 12010 | 4211964 | COM CL A |
| GE VERNOVA INC | 6224 | 4067846 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 13332 | 4051327 | SPONSORED ADS |
| NETFLIX INC | 38429 | 3603103 | COM |
| SELECT SECTOR SPDR TR | 80668 | 3443704 | STATE STREET UTI |
| FIRST TR EXCHNG TRADED FD VI | 62551 | 3354617 | FT VEST US EQT |
| SSGA ACTIVE ETF TR | 80226 | 3310927 | STATE STREET BLA |
| ISHARES TR | 32059 | 3218082 | 0-3 MNTH TREASRY |
| META PLATFORMS INC | 4426 | 2921852 | CL A |
| SELECT SECTOR SPDR TR | 23816 | 2803561 | STATE STREET COM |
| BONDBLOXX ETF TRUST | 78106 | 2788384 | USD HI YLD HEALT |
| SERVICENOW INC | 18172 | 2783769 | COM |
| VANGUARD INDEX FDS | 5636 | 2749809 | GROWTH ETF |
| INTERNATIONAL BUSINESS MACHS | 8832 | 2616127 | COM |
| CROWDSTRIKE HLDGS INC | 5081 | 2381770 | CL A |
| INVESCO EXCH TRADED FD TR II | 27624 | 2328427 | KBW BK ETF |
| ROBINHOOD MKTS INC | 20410 | 2308371 | COM CL A |
| CITIGROUP INC | 19206 | 2241148 | COM NEW |
| GE AEROSPACE | 7171 | 2208883 | COM NEW |
| AXON ENTERPRISE INC | 3751 | 2130305 | COM |
| J P MORGAN EXCHANGE TRADED F | 39450 | 1995776 | ULTRA SHRT ETF |
| ISHARES TR | 31896 | 1832744 | CALIF MUN BD ETF |
| ARISTA NETWORKS INC | 13885 | 1819352 | COM SHS |
| ARGENX SE | 2119 | 1781973 | SPONSORED ADR |
| FIRST TR EXCHANGE-TRADED FD | 101194 | 1742561 | WCM DEVELOPING W |
| VISTRA CORP | 9574 | 1544573 | COM |
| ROCKWELL AUTOMATION INC | 3587 | 1395645 | COM |
| AMERICAN CENTY ETF TR | 16680 | 1284694 | AVANTIS EMGMKT |
| FERRARI N V | 3470 | 1282398 | COM |
| HUBBELL INC | 2871 | 1275040 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2522 | 1267683 | CL B NEW |
| BLACKROCK ETF TRUST II | 24218 | 1222040 | ISHARES SHORT-TE |
| VANGUARD CALIF TAX FREE FDS | 12054 | 1208534 | TAX EXEMPT BD FD |
| INVESCO QQQ TR | 1912 | 1174561 | UNIT SER 1 |
| TESLA INC | 2494 | 1121602 | COM |
| ISHARES TR | 10697 | 1103130 | US CONSUM DISCRE |
| SPOTIFY TECHNOLOGY S A | 1746 | 1013920 | SHS |
| SELECT SECTOR SPDR TR | 12792 | 993683 | STATE STREET CON |
| GLOBAL X FDS | 11662 | 958928 | S&P 500 CATHOLIC |
| VANECK ETF TRUST | 11095 | 951618 | GOLD MINERS ETF |
| DIMENSIONAL ETF TRUST | 18288 | 915867 | CALIF MUN BD ETF |
| FIRST TR EXCH TRADED FD III | 18460 | 910209 | CALIF MUN INCM |
| BEONE MEDICINES LTD | 2957 | 898366 | SPONSORED ADS |
| SELECT SECTOR SPDR TR | 21787 | 879105 | STATE STREET REA |
| ELI LILLY & CO | 675 | 725409 | COM |
| ISHARES TR | 6826 | 642736 | MSCI USA MIN VOL |
| SCHWAB CHARLES CORP | 5805 | 579978 | COM |
| ISHARES TR | 2710 | 541133 | U.S. TECH ETF |
| ISHARES GOLD TR | 5997 | 486776 | ISHARES NEW |
| VANGUARD INDEX FDS | 759 | 475931 | S&P 500 ETF SHS |
| MORGAN STANLEY | 2535 | 450039 | COM NEW |
| INTUITIVE SURGICAL INC | 790 | 447424 | COM NEW |
| CGI INC | 4300 | 396890 | CL A SUB VTG |
| AMERICAN CENTY ETF TR | 3499 | 391126 | US EQT ETF |
| ETF SER SOLUTIONS | 3492 | 382933 | DEFIANCE QUANTUM |
| EXXON MOBIL CORP | 3131 | 376805 | COM |
| ISHARES TR | 7115 | 360731 | 0-5YR INVT GR CP |
| INVESCO EXCH TRD SLF IDX FD | 5525 | 337743 | RUSL 1000 DYNM |
| FIRST TR EXCHANGE-TRADED FD | 7550 | 334767 | SHS |
| SCHWAB STRATEGIC TR | 11286 | 309575 | US DIVIDEND EQ |
| COSTCO WHSL CORP NEW | 321 | 276811 | COM |
| VANGUARD WORLD FD | 347 | 261562 | INF TECH ETF |
| UNITY SOFTWARE INC | 5815 | 256849 | COM |
| SELECT SECTOR SPDR TR | 1651 | 256103 | STATE STREET IND |
| AMERICAN CENTY ETF TR | 2914 | 250308 | AVANTIS ALL EQT |
| J P MORGAN EXCHANGE TRADED F | 4178 | 239149 | EQUITY PREMIUM |
| PACER FDS TR | 3823 | 230030 | US CASH COWS 100 |
| WELLS FARGO CO NEW | 2461 | 229365 | COM |
| FIRST TR EXCHNG TRADED FD VI | 6589 | 225739 | FT VEST LADDERED |
| ADVANCED MICRO DEVICES INC | 1011 | 216516 | COM |
| HOME DEPOT INC | 581 | 200042 | COM |
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