WESPAC Advisors, LLC

CIK 0001484540 · ORINDA, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

WESPAC Advisors, LLC reported 200 positions worth $205.1M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: PULS (5.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$205.1M
2026 Q2
Positions
200
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.0%
Est. Net Flow (Q)
2026 Q2
10 / 200 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1PULSPGIM ETF TRSH$11.0M5.34%221,162
2RSPINVESCO EXCHANGE TRADED FD TSH$7.9M3.85%37,084
3VTVANGUARD INTL EQUITY INDEX FSH$5.8M2.85%37,241
4VOOVANGUARD INDEX FDSSH$5.5M2.68%8,000
5IVVISHARES TRSH$5.4M2.63%7,201
6JBNDJ P MORGAN EXCHANGE TRADED FSH$4.8M2.34%89,733
7VTIVANGUARD INDEX FDSSH$4.6M2.25%12,449
8JIVEJ P MORGAN EXCHANGE TRADED FSH$4.3M2.09%46,528
9CLOXSERIES PORTFOLIOS TRSH$4.1M1.99%159,133
10CLOZSERIES PORTFOLIOS TRSH$4.0M1.96%151,934

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WESPAC Advisors, LLC hold as of Q2 2026?

WESPAC Advisors, LLC reported 200 positions worth $205.1M in its Q2 2026 13F filing. Largest positions: PULS (5.3%), RSP (3.8%), VT (2.8%), VOO (2.7%) and IVV (2.6%).

What did WESPAC Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WESPAC Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.