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Portfolio (Quarterly) Guide ↗

Western Financial Corp/CA

· CIK 0001954480
13F Portfolio $341M AUM 132 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 51 New 34 Added 40 Reduced 32 Exited
Page 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VBK VANGUARD INDEX FDS 675.0 $247K 0.07% NEW $365.86 -3.8%
42 IJR ISHARES TR 1,661.0 $246K 0.07% NEW $148.32 -1.8%
43 FNDA SCHWAB STRATEGIC TR 6,315.0 $240K 0.07% NEW $38.06 -1.9%
44 PKB INVESCO EXCHANGE TRADED FD T 2,141.0 $240K 0.07% NEW $112.06 -12.5%
45 PBD INVESCO EXCH TRADED FD TR II 12,014.0 $235K 0.07% NEW $19.60 -8.4%
46 IGPT INVESCO EXCHANGE TRADED FD T 2,207.0 $230K 0.07% NEW $104.10 -12.0%
47 QQQ INVESCO QQQ TR Financial Services 298.0 $219K 0.06% NEW $736.40 -2.7%
48 BSRR SIERRA BANCORP Financial Services 5,359.0 $218K 0.06% NEW $40.76 -2.3%
49 PTF INVESCO EXCHANGE TRADED FD T 1,532.0 $209K 0.06% NEW $136.31 -28.8%
50 HD HOME DEPOT INC Consumer Cyclical 568.0 $200K 0.06% NEW $352.73 -6.4%
51 SAN BANCO SANTANDER SA Financial Services 11,956.0 $165K 0.05% NEW $13.80 +6.3%
Page 3 of 3  ·  51 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 31.1%
Healthcare 24.4%
Financial Services 20.8%
Industrials 8.3%
Consumer Cyclical 5.3%
Communication Services 3.0%
Utilities 2.6%
Energy 2.5%
Real Estate 1.0%
Consumer Defensive 0.8%