Western Pacific Wealth Management, LP
Western Pacific Wealth Management, LP reported 181 positions worth $110.6M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: VIG (11.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VIG | SH | $12.9M | 11.69% | 54,660 | — | — | |
| ▸ 2 | VYM | SH | $11.9M | 10.78% | 75,442 | — | — | |
| ▸ 3 | AAPL | SH | $8.3M | 7.48% | 28,603 | — | — | |
| ▸ 4 | GOOGL | SH | $7.8M | 7.02% | 21,722 | — | — | |
| ▸ 5 | AMZN | SH | $7.1M | 6.39% | 29,650 | — | — | |
| ▸ 6 | NVDA | SH | $6.7M | 6.04% | 33,364 | — | — | |
| ▸ 7 | MSFT | SH | $4.9M | 4.42% | 13,102 | — | — | |
| ▸ 8 | BRK-B | SH | $4.7M | 4.29% | 9,478 | — | — | |
| ▸ 9 | OAKM | SH | $4.6M | 4.17% | 163,865 | — | — | |
| ▸ 10 | GOOG | SH | $4.5M | 4.09% | 12,798 | — | — |
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Frequently Asked Questions
What stocks does Western Pacific Wealth Management, LP hold as of Q2 2026?
Western Pacific Wealth Management, LP reported 181 positions worth $110.6M in its Q2 2026 13F filing. Largest positions: VIG (11.7%), VYM (10.8%), AAPL (7.5%), GOOGL (7.0%) and AMZN (6.4%).
What did Western Pacific Wealth Management, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Western Pacific Wealth Management, LP 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.