Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WESPAC Advisors, LLC (CIK 1484540) reported $182.6M across 178 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PULS ($10.2M, 5.59%), SGOV ($8.4M, 4.61%), IVV ($5.6M, 3.05%), UUP ($5.6M, 3.04%), VOO ($4.8M, 2.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PULS | PGIM ETF TR | $10.2M | 5.59% | 206,166 | Added |
| 2 | SGOV | ISHARES TR | $8.4M | 4.61% | 83,582 | New |
| 3 | IVV | ISHARES TR | $5.6M | 3.05% | 8,535 | Trimmed |
| 4 | UUP | INVESCO DB US DLR INDEX TR | $5.6M | 3.04% | 200,119 | New |
| 5 | VOO | VANGUARD INDEX FDS | $4.8M | 2.61% | 7,989 | Added |
| 6 | JIVE | J P MORGAN EXCHANGE TRADED F | $4.7M | 2.56% | 54,621 | Trimmed |
| 7 | XLE | SELECT SECTOR SPDR TR | $4.2M | 2.29% | 68,221 | Added |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $4.0M | 2.21% | 94,876 | Trimmed |
| 9 | BIL | SPDR SERIES TRUST | $3.6M | 1.97% | 39,217 | Added |
| 10 | MRK | MERCK & CO INC | $3.3M | 1.83% | 27,798 | Hold |
| 11 | AAPL | APPLE INC | $3.1M | 1.70% | 12,228 | Trimmed |
| 12 | WZRD | ETF OPPORTUNITIES TRUST | $2.8M | 1.56% | 98,477 | Added |
| 13 | JBND | J P MORGAN EXCHANGE TRADED F | $2.6M | 1.45% | 49,191 | Trimmed |
| 14 | SDY | SPDR SERIES TRUST | $2.5M | 1.38% | 17,264 | Added |
| 15 | PDBC | INVESCO ACTVELY MNGD ETC FD | $2.5M | 1.35% | 142,001 | New |
| 16 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $2.4M | 1.31% | 51,860 | Trimmed |
| 17 | PVAL | PUTNAM ETF TRUST | $2.2M | 1.21% | 47,810 | Added |
| 18 | VONV | VANGUARD SCOTTSDALE FDS | $2.2M | 1.20% | 23,314 | New |
| 19 | IAU | ISHARES GOLD TR | $2.1M | 1.15% | 23,826 | Trimmed |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $2.0M | 1.11% | 10,528 | Added |
| 21 | MBSF | VALUED ADVISERS TR | $1.9M | 1.03% | 74,026 | Added |
| 22 | QQQ | INVESCO QQQ TR | $1.8M | 0.96% | 3,033 | Trimmed |
| 23 | IGIB | ISHARES TR | $1.7M | 0.92% | 31,700 | Added |
| 24 | VUG | VANGUARD INDEX FDS | $1.6M | 0.89% | 3,703 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $1.6M | 0.89% | 4,390 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31