WESPAC Advisors SoCal, LLC

CIK 0001668188 · PASADENA, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

WESPAC Advisors SoCal, LLC reported 122 positions worth $560.3M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: SMH (5.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$560.3M
2026 Q2
Positions
122
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.6%
Est. Net Flow (Q)
2026 Q2
10 / 122 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SMHVANECK ETF TRUSTSH$31.5M5.62%48,055
2GOOGLALPHABET INCSH$22.6M4.03%63,161
3AVGOBROADCOM INCSH$22.1M3.95%58,520
4AAPLAPPLE INCSH$19.4M3.46%67,058
5MUMICRON TECHNOLOGY INCSH$16.9M3.01%14,628
6WMTWALMART INCSH$16.7M2.99%147,846
7AVUVAMERICAN CENTY ETF TRSH$15.1M2.69%121,018
8MSFTMICROSOFT CORPSH$15.0M2.68%40,255
9NVDANVIDIA CORPORATIONSH$14.5M2.59%72,622
10XARSPDR SERIES TRUSTSH$14.3M2.55%50,425

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

Frequently Asked Questions

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

WESPAC Advisors SoCal, LLC reported 122 positions worth $560.3M in its Q2 2026 13F filing. Largest positions: SMH (5.6%), GOOGL (4.0%), AVGO (3.9%), AAPL (3.5%) and MU (3.0%).

What did WESPAC Advisors SoCal, LLC buy in Q2 2026?

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

What did WESPAC Advisors SoCal, 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.