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Portfolio (Quarterly) Guide ↗

Western Financial Corp/CA

· CIK 0001954480
13F Portfolio $252M AUM 113 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 30 Added 53 Reduced 16 Exited
Page 6 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PNQI INVESCO EXCHANGE TRADED FD T 5,319.0 $287K 0.11% $53.95 -10.8%
102 PBW INVESCO EXCHANGE TRADED FD T 8,989.0 $275K 0.11% $30.54 +36.1%
103 IVW ISHARES TR 2,184.0 $269K 0.11% -290.0 -11.7% $123.26 +10.8%
104 GGME INVESCO EXCHANGE TRADED FD T 4,506.0 $268K 0.11% $59.57 +0.3%
105 MSFT MICROSOFT CORP Technology 552.0 $267K 0.11% $483.72 -13.4%
106 XLG INVESCO EXCHANGE TRADED FD T 4,400.0 $261K 0.10% NEW $59.28 +7.1%
107 COIN COINBASE GLOBAL INC Financial Services 1,085.0 $245K 0.10% -5K -83.0% $226.14 -14.4%
108 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 24,032.0 $228K 0.09% +593.0 +2.5% $9.48 -3.6%
109 IAGG ISHARES TR 4,382.0 $219K 0.09% -179.0 -3.9% $50.01 -0.0%
110 EFV ISHARES TR 2,917.0 $208K 0.08% -2K -36.2% $71.40 +10.6%
111 PEJ INVESCO EXCHANGE TRADED FD T 3,375.0 $207K 0.08% -2K -33.4% $61.33 -1.6%
112 PRN INVESCO EXCHANGE TRADED FD T 1,168.0 $204K 0.08% -478.0 -29.0% $174.58 +33.9%
113 MFG MIZUHO FINANCIAL GROUP INC Financial Services 13,575.0 $99K 0.04% -213.0 -1.5% $7.32 +26.6%
Page 6 of 6  ·  113 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
Healthcare 27.3%
Financial Services 27.2%
Technology 20.4%
Industrials 8.0%
Communication Services 7.1%
Consumer Cyclical 5.4%
Consumer Defensive 1.6%
Real Estate 1.1%
Utilities 1.0%
Energy 0.9%