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 $110.6M across 181 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VIG ($12.9M, 11.69%), VYM ($11.9M, 10.78%), AAPL ($8.3M, 7.48%), GOOGL ($7.8M, 7.02%), AMZN ($7.1M, 6.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $12.9M | 11.69% | 54,660 | Added |
| 2 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $11.9M | 10.78% | 75,442 | Added |
| 3 | AAPL | APPLE INC COM | $8.3M | 7.48% | 28,603 | Trimmed |
| 4 | GOOGL | ALPHABET INC CAP STK CL A | $7.8M | 7.02% | 21,722 | Added |
| 5 | AMZN | AMAZON COM INC COM | $7.1M | 6.39% | 29,650 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION COM | $6.7M | 6.04% | 33,364 | Trimmed |
| 7 | MSFT | MICROSOFT CORP COM | $4.9M | 4.42% | 13,102 | Trimmed |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.7M | 4.29% | 9,478 | Trimmed |
| 9 | OAKM | OAKMARK U.S. LARGE CAP ETF | $4.6M | 4.17% | 163,865 | Added |
| 10 | GOOG | ALPHABET INC CAP STK CL C | $4.5M | 4.09% | 12,798 | Hold |
| 11 | BCTK | BARON TECHNOLOGY ETF | $3.4M | 3.03% | 103,330 | Added |
| 12 | META | META PLATFORMS INC CL A | $2.8M | 2.51% | 4,920 | Trimmed |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1.4M | 1.28% | 2,962 | Hold |
| 14 | AMD | ADVANCED MICRO DEVICES INC COM | $968,377 | 0.88% | 1,667 | Trimmed |
| 15 | COST | COSTCO WHOLESALE CORPORATION COM | $945,760 | 0.86% | 1,011 | Trimmed |
| 16 | AVGO | BROADCOM INC COM | $909,336 | 0.82% | 2,407 | Added |
| 17 | QQQ | INVESCO QQQ TRUST SERIES I | $780,701 | 0.71% | 1,060 | Hold |
| 18 | PANW | PALO ALTO NETWORKS INC COM | $757,064 | 0.68% | 2,220 | Hold |
| 19 | WTFC | WINTRUST FINL CORP COM | $680,943 | 0.62% | 4,237 | Hold |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC CL A | $670,619 | 0.61% | 5,748 | Hold |
| 21 | V | VISA INC COM CL A | $679,003 | 0.61% | 1,979 | Hold |
| 22 | SCHW | SCHWAB CHARLES CORP COM | $642,199 | 0.58% | 6,960 | Added |
| 23 | ASML | ASML HLDG NV N Y REGISTRY SHS | $616,726 | 0.56% | 310 | Added |
| 24 | SPY | STATE STREET SPDR S&P 500 ETF | $584,911 | 0.53% | 783 | Hold |
| 25 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $572,433 | 0.52% | 5,506 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30