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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 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EMBX VANECK FDS 125,714.0 $6.5M 1.15% +6K +4.7% $51.31 +0.1%
22 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 13,388.0 $6.4M 1.14% +284.0 +2.2% $477.56 -12.3%
23 JIVE J P MORGAN EXCHANGE TRADED F 68,788.0 $6.3M 1.13% +3K +3.8% $91.95 +6.7%
24 IAU ISHARES GOLD TR Financial Services 76,119.0 $5.7M 1.03% +17K +28.7% $75.51 +14.9%
25 ORCL ORACLE CORP Technology 36,369.0 $5.3M 0.95% +2K +5.7% $146.55 -0.1%
26 TIP ISHARES TR 44,421.0 $4.9M 0.87% +24K +121.5% $109.43 -2.1%
27 V VISA INC Financial Services 12,218.0 $4.2M 0.75% +536.0 +4.6% $343.09 +8.1%
28 CRWD CROWDSTRIKE HLDGS INC Technology 20,412.0 $3.9M 0.69% +15K +311.4% $47.70 +302.4%
29 XTRE BONDBLOXX ETF TRUST 77,413.0 $3.8M 0.68% +3K +4.0% $49.03 -0.5%
30 PLTR PALANTIR TECHNOLOGIES INC Technology 32,459.0 $3.8M 0.68% +1K +3.6% $116.67 +54.2%
31 XFIV BONDBLOXX ETF TRUST 75,634.0 $3.7M 0.66% +6K +9.0% $48.68 -1.2%
32 VRT VERTIV HOLDINGS CO Industrials 9,174.0 $3.1M 0.55% +881.0 +10.6% $334.82 -21.8%
33 VUG VANGUARD INDEX FDS 35,533.0 $3.1M 0.55% +31K +689.6% $86.14 +1.6%
34 AXON AXON ENTERPRISE INC Industrials 5,347.0 $3.0M 0.54% +203.0 +4.0% $560.61 +12.0%
35 HOOD ROBINHOOD MKTS INC Financial Services 28,526.0 $2.9M 0.51% +1K +4.2% $100.28 +7.8%
36 ANET ARISTA NETWORKS INC Technology 16,655.0 $2.8M 0.51% +777.0 +4.9% $169.88 +11.0%
37 META META PLATFORMS INC Communication Services 4,972.0 $2.8M 0.50% +353.0 +7.6% $563.34 -2.4%
38 GE GE AEROSPACE Industrials 7,372.0 $2.8M 0.49% +391.0 +5.6% $373.73 -6.8%
39 ARGX ARGENX SE Healthcare 2,683.0 $2.5M 0.44% +183.0 +7.3% $927.77 +12.1%
40 TSLA TESLA INC Consumer Cyclical 5,882.0 $2.5M 0.44% +3K +141.3% $420.60 -13.7%
Page 2 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%