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Portfolio (Quarterly) Guide ↗

WESPAC Advisors SoCal, LLC

· CIK 0001668188
13F Portfolio $560M AUM 122 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 68 Added 24 Reduced 10 Exited
Page 1 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 14,628.0 $16.9M 3.01% +4K +41.6% $1154.29 -16.2%
2 WMT WALMART INC Consumer Defensive 147,846.0 $16.7M 2.99% +1K +0.7% $113.26 -8.4%
3 AVUV AMERICAN CENTY ETF TR 121,018.0 $15.1M 2.69% +5K +4.7% $124.76 +1.4%
4 MSFT MICROSOFT CORP Technology 40,255.0 $15.0M 2.68% +1K +3.0% $373.02 +29.5%
5 NVDA NVIDIA CORPORATION Technology 72,622.0 $14.5M 2.59% +10K +16.4% $200.09 +7.3%
6 XAR SPDR SERIES TRUST 50,425.0 $14.3M 2.55% +1K +2.1% $283.79 -3.9%
7 JPM JPMORGAN CHASE & CO Financial Services 41,979.0 $13.7M 2.45% +1K +3.1% $327.33 +7.4%
8 AMZN AMAZON COM INC Consumer Cyclical 56,824.0 $13.5M 2.42% +1K +2.5% $238.34 +8.5%
9 GRID FIRST TR EXCHANGE-TRADED FD 70,308.0 $13.5M 2.41% +3K +4.7% $191.75 -5.6%
10 IGIB ISHARES TR 253,160.0 $13.5M 2.40% +51K +25.4% $53.17 -1.9%
11 JMBS JANUS DETROIT STR TR 279,670.0 $12.6M 2.25% +83K +42.0% $44.99 -1.4%
12 WELL WELLTOWER INC Real Estate 55,045.0 $12.5M 2.23% +1K +2.1% $226.97 +5.4%
13 JAAA JANUS DETROIT STR TR 236,757.0 $12.0M 2.13% +97K +69.5% $50.49 +0.4%
14 EME EMCOR GROUP INC Industrials 14,345.0 $11.9M 2.12% +404.0 +2.9% $829.89 -6.4%
15 XLV SELECT SECTOR SPDR TR 69,416.0 $11.0M 1.97% +3K +4.8% $158.66 +10.1%
16 PYLD PIMCO ETF TR 408,065.0 $10.8M 1.93% +23K +5.9% $26.52 -1.4%
17 ETN EATON CORP PLC Industrials 23,805.0 $10.1M 1.81% +1K +6.5% $426.13 -1.6%
18 GD GENERAL DYNAMICS CORP Industrials 23,054.0 $8.2M 1.46% +1K +4.9% $354.25 +8.5%
19 GS GOLDMAN SACHS GROUP INC Financial Services 7,777.0 $7.9M 1.40% +400.0 +5.4% $1011.34 +2.8%
20 PG PROCTER & GAMBLE CO Consumer Defensive 44,135.0 $6.5M 1.16% +475.0 +1.1% $146.64 -1.3%
Page 1 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.8%
Industrials 14.4%
Financial Services 12.6%
Consumer Defensive 9.9%
Communication Services 9.2%
Consumer Cyclical 5.2%
Utilities 4.9%
Real Estate 4.7%
Healthcare 1.2%
Energy 0.1%