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.
Western Pacific Wealth Management, LP (CIK 1907320) reported $98.4M across 194 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIG ($11.5M, 11.73%), VYM ($11.0M, 11.17%), AAPL ($7.3M, 7.45%), AMZN ($6.3M, 6.36%), GOOGL ($6.2M, 6.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $11.5M | 11.73% | 53,637 | Added |
| 2 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $11.0M | 11.17% | 74,156 | Added |
| 3 | AAPL | APPLE INC COM | $7.3M | 7.45% | 28,858 | Added |
| 4 | AMZN | AMAZON COM INC COM | $6.3M | 6.36% | 30,027 | Trimmed |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | $6.2M | 6.31% | 21,591 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION COM | $5.8M | 5.93% | 33,440 | Trimmed |
| 7 | MSFT | MICROSOFT CORP COM | $5.0M | 5.05% | 13,422 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.7M | 4.81% | 9,878 | Added |
| 9 | OAKM | OAKMARK U.S. LARGE CAP ETF | $4.4M | 4.49% | 160,370 | Added |
| 10 | GOOG | ALPHABET INC CAP STK CL C | $3.7M | 3.73% | 12,798 | Hold |
| 11 | META | META PLATFORMS INC CL A | $2.9M | 3.00% | 5,150 | Trimmed |
| 12 | BARON TECHNOLOGY ETF | $2.1M | 2.18% | 92,113 | Added | |
| 13 | COST | COSTCO WHOLESALE CORPORATION COM | $1.0M | 1.04% | 1,022 | Added |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1.0M | 1.02% | 2,962 | Hold |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC CL A | $840,817 | 0.85% | 5,748 | Added |
| 16 | AVGO | BROADCOM INC COM | $706,996 | 0.72% | 2,284 | Added |
| 17 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $677,507 | 0.69% | 7,006 | Added |
| 18 | QQQ | INVESCO QQQ TRUST SERIES I | $611,902 | 0.62% | 1,060 | Hold |
| 19 | V | VISA INC COM CL A | $598,157 | 0.61% | 1,979 | Hold |
| 20 | WTFC | WINTRUST FINL CORP COM | $588,665 | 0.60% | 4,237 | Hold |
| 21 | MPC | MARATHON PETE CORP COM | $583,590 | 0.59% | 2,390 | Hold |
| 22 | NFLX | NETFLIX INC. COM | $555,747 | 0.57% | 5,780 | Added |
| 23 | MA | MASTERCARD INCORPORATED CL A | $538,243 | 0.55% | 1,077 | Added |
| 24 | CRM | SALESFORCE INC COM | $541,156 | 0.55% | 2,899 | Trimmed |
| 25 | SPY | STATE STREET SPDR S&P 500 ETF | $509,126 | 0.52% | 783 | Added |
Source: SEC Form 13F filings · as of 2026-03-31