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Portfolio (Quarterly) Guide ↗

Western Pacific Wealth Management, LP

· CIK 0001907320
13F Portfolio $98M AUM 197 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 27 Added 15 Reduced 5 Exited
Page 8 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 586.0 $24K 0.02% $40.47 +5.9%
142 NNN NNN REIT INC COM Real Estate 505.0 $21K 0.02% $42.03 +12.9%
143 AN AUTONATION INC COM Consumer Cyclical 100.0 $20K 0.02% $195.26 -1.9%
144 JNJ JOHNSON & JOHNSON COM Healthcare 75.0 $18K 0.02% $244.44 +4.2%
145 ADBE ADOBE INC COM Technology 75.0 $18K 0.02% $243.08 -16.6%
146 PSX PHILLIPS 66 COM Energy 95.0 $17K 0.02% $182.18 -5.8%
147 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 51.0 $17K 0.02% NEW $327.08 +15.4%
148 CRWV COREWEAVE INC COM CL A Technology 200.0 $15K 0.02% $77.47 +24.7%
149 GPT INTELLIGENT ALPHA ATLAS ETF 500.0 $15K 0.02% $30.53 +9.6%
150 NIXT RESEARCH AFFILIATES DELETIONS ETF 500.0 $14K 0.01% $27.51 +18.2%
151 OCCIDENTAL PETE CORP WT EXP 080327 283.0 $12K 0.01% $42.90
152 ONB OLD NATL BANCORP IND COM Financial Services 532.0 $12K 0.01% $22.11 +17.0%
153 DELL DELL TECHNOLOGIES INC CL C Technology 70.0 $11K 0.01% NEW $164.13 +143.4%
154 FDS FACTSET RESH SYS INC COM Financial Services 42.0 $9K 0.01% $217.00 +6.8%
155 IVV ISHARES CORE S&P 500 ETF 14.0 $9K 0.01% +1.0 +7.7% $629.86 +16.3%
156 MNTN INC CL A 1,000.0 $9K 0.01% $8.80
157 VTEB VANGUARD TAX-EXEMPT BOND ETF 159.0 $8K 0.01% $49.95 +1.2%
158 SCHD SCHWAB US DIVIDEND EQUITY ETF 221.0 $7K 0.01% +2.0 +0.9% $30.62 +4.7%
159 PHO INVESCO WATER RESOURCES ETF 101.0 $7K 0.01% $66.78 +3.8%
160 DFTX DEFINIUM THERAPEUTICS INC COM SHS Healthcare 333.0 $6K 0.01% NEW $18.90 +137.8%
Page 8 of 10  ·  197 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 38.3%
Communication Services 23.4%
Consumer Cyclical 14.3%
Financial Services 12.7%
Consumer Defensive 3.7%
Healthcare 3.4%
Industrials 1.4%
Energy 1.3%
Real Estate 0.8%
Basic Materials 0.4%