13F Insight
DOSSIER · 13F-HR · Q1 2026

WESPAC Advisors, LLC

$183M in tracked AUM across 178 positions as of Q1 2026.

WA
CIK 0001484540 · last filed Mar 31, 2026
Total AUM
$183M
as of Q1 2026
Holdings
178
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

WESPAC Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PULS
PGIM ETF TR
$10M206K5.6%02
SGOV
ISHARES TR
$8M84K4.6%03
IVV
ISHARES TR
$6M9K3.1%04
UUP
INVESCO DB US DLR INDEX TR
$6M200K3.0%05
VOO
VANGUARD INDEX FDS
$5M8K2.6%06
JIVE
J P MORGAN EXCHANGE TRADED F
$5M55K2.6%07
XLE
SELECT SECTOR SPDR TR
$4M68K2.3%08
CGDV
CAPITAL GROUP DIVIDEND VALUE
$4M95K2.2%09
BIL
SPDR SERIES TRUST
$4M39K2.0%10
MRK
MERCK & CO INC
$3M28K1.8%

Filing history

2026Q1Mar 31
$183M▼ 1.0%
178 positionsView →2025Q4Dec 31
$184M▲ 7.8%
178 positionsView →2025Q3Sep 30
$171M▲ 19.7%
177 positionsView →2025Q2Jun 30
$143M▲ 16.5%
171 positionsLocked2025Q1Mar 31
$123M▼ 9.7%
153 positionsLocked2024Q4Dec 31
$136M▲ 0.6%
160 positionsLocked2024Q3Sep 30
$135M▲ 5.8%
150 positionsLocked2024Q2Jun 30
$128M▼ 25.6%
142 positionsLocked2024Q1Mar 31
$172M▲ 19.2%
167 positionsLocked2023Q4Dec 31
$144M▲ 7.7%
152 positionsLocked2023Q3Sep 30
$134M▲ 7.1%
143 positionsLocked2023Q2Jun 30
$125M▲ 17.4%
125 positionsLocked
Showing 12 of 63