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 SoCal, LLC (CIK 1668188) reported $470.2M across 119 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SMH ($23.4M, 4.99%), GOOGL ($20.1M, 4.27%), AVGO ($19.2M, 4.07%), WMT ($18.2M, 3.88%), AAPL ($17.4M, 3.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SMH | VANECK ETF TRUST | $23.4M | 4.99% | 61,157 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $20.1M | 4.27% | 69,811 | Trimmed |
| 3 | AVGO | BROADCOM INC | $19.2M | 4.07% | 61,876 | Trimmed |
| 4 | WMT | WALMART INC | $18.2M | 3.88% | 146,839 | Trimmed |
| 5 | AAPL | APPLE INC | $17.4M | 3.71% | 68,690 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $14.5M | 3.08% | 39,101 | Added |
| 7 | XLE | SELECT SECTOR SPDR TR | $13.2M | 2.80% | 214,686 | Added |
| 8 | AVUV | AMERICAN CENTY ETF TR | $12.8M | 2.71% | 115,562 | Trimmed |
| 9 | XAR | SPDR SERIES TRUST | $12.5M | 2.67% | 49,364 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $12.0M | 2.55% | 40,697 | Added |
| 11 | AMZN | AMAZON COM INC | $11.5M | 2.45% | 55,423 | Added |
| 12 | GRID | FIRST TR EXCHANGE-TRADED FD | $11.0M | 2.34% | 67,149 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $10.9M | 2.31% | 62,372 | Trimmed |
| 14 | IGIB | ISHARES TR | $10.7M | 2.28% | 201,866 | Added |
| 15 | WELL | WELLTOWER INC | $10.7M | 2.27% | 53,926 | Added |
| 16 | EME | EMCOR GROUP INC | $10.3M | 2.19% | 13,941 | Added |
| 17 | PYLD | PIMCO ETF TR | $10.1M | 2.15% | 385,406 | Added |
| 18 | IAI | ISHARES TR | $9.8M | 2.08% | 59,710 | Trimmed |
| 19 | XLV | SELECT SECTOR SPDR TR | $9.7M | 2.06% | 66,215 | Added |
| 20 | JMBS | JANUS DETROIT STR TR | $8.9M | 1.89% | 197,015 | Added |
| 21 | ETN | EATON CORP PLC | $8.0M | 1.70% | 22,347 | Added |
| 22 | CEG | CONSTELLATION ENERGY CORP | $7.7M | 1.64% | 27,610 | Added |
| 23 | XLK | SELECT SECTOR SPDR TR | $7.7M | 1.63% | 57,835 | Trimmed |
| 24 | GD | GENERAL DYNAMICS CORP | $7.5M | 1.60% | 21,985 | Added |
| 25 | JAAA | JANUS DETROIT STR TR | $7.0M | 1.50% | 139,686 | Added |
Source: SEC Form 13F filings · as of 2026-03-31