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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 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SMH VANECK ETF TRUST 48,055.0 $31.5M 5.62% -13K -21.4% $655.89 -14.6%
2 GOOGL ALPHABET INC Communication Services 63,161.0 $22.6M 4.03% -7K -9.5% $357.37 -3.5%
3 AVGO BROADCOM INC Technology 58,520.0 $22.1M 3.94% -3K -5.4% $377.75 -2.5%
4 AAPL APPLE INC Technology 67,058.0 $19.4M 3.46% -2K -2.4% $289.36 +6.9%
5 XLK SELECT SECTOR SPDR TR 56,083.0 $10.7M 1.91% -2K -3.0% $190.52 -3.8%
6 IAI ISHARES TR 58,167.0 $10.2M 1.82% -2K -2.6% $175.33 +11.0%
7 KO COCA COLA CO Consumer Defensive 88,192.0 $7.2M 1.28% -731.0 -0.8% $81.27 +12.1%
8 CEG CONSTELLATION ENERGY CORP Utilities 27,126.0 $6.7M 1.20% -484.0 -1.8% $248.37 +9.9%
9 GEV GE VERNOVA INC Utilities 5,151.0 $6.1M 1.08% -151.0 -2.9% $1174.87 -18.6%
10 CIBR FIRST TR EXCHANGE-TRADED FD 49,600.0 $4.5M 0.80% -1K -2.9% $89.85 +5.6%
11 XSVN BONDBLOXX ETF TRUST 71,907.0 $3.4M 0.61% -7K -8.7% $47.27 -1.9%
12 NFLX NETFLIX INC. Communication Services 41,339.0 $3.0M 0.53% -383.0 -0.9% $71.40 +11.5%
13 WCMI FIRST TR EXCHANGE-TRADED FD 125,088.0 $2.4M 0.44% -5K -4.0% $19.57 +1.2%
14 XLC SELECT SECTOR SPDR TR 22,567.0 $2.4M 0.43% -332.0 -1.4% $107.13 +4.0%
15 FMAY FIRST TR EXCHNG TRADED FD VI 41,490.0 $2.3M 0.42% -10K -19.1% $56.20 +1.9%
16 QQQ INVESCO QQQ TR Financial Services 1,620.0 $1.2M 0.21% -210.0 -11.5% $736.40 -3.1%
17 KBWB INVESCO EXCH TRADED FD TR II 11,616.0 $1.1M 0.19% -190.0 -1.6% $92.98 +2.8%
18 CMF ISHARES TR 13,093.0 $755K 0.14% -16K -54.8% $57.64 -2.0%
19 VANGUARD CALIF TAX FREE FDS 5,004.0 $503K 0.09% -6K -53.8% $100.60
20 CALI BLACKROCK ETF TRUST II 9,906.0 $501K 0.09% -11K -52.1% $50.53 -0.3%
Page 1 of 2  ·  24 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%