13F Insight
DOSSIER · 13F-HR · Q2 2026

WESPAC Advisors, LLC

$205M in tracked AUM across 200 positions as of Q2 2026.

WA
CIK 0001484540 · last filed Jun 30, 2026
Total AUM
$205M
as of Q2 2026
Holdings
200
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WESPAC Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PULS
PGIM ETF TR
$11M221K5.3%02
RSP
INVESCO EXCHANGE TRADED FD T
$8M37K3.8%03
VT
VANGUARD INTL EQUITY INDEX F
$6M37K2.8%04
VOO
VANGUARD INDEX FDS
$5M8K2.7%05
IVV
ISHARES TR
$5M7K2.6%06
JBND
J P MORGAN EXCHANGE TRADED F
$5M90K2.3%07
VTI
VANGUARD INDEX FDS
$5M12K2.2%08
JIVE
J P MORGAN EXCHANGE TRADED F
$4M47K2.1%09
CLOX
SERIES PORTFOLIOS TR
$4M159K2.0%10
CLOZ
SERIES PORTFOLIOS TR
$4M152K2.0%

Filing history

2026Q2Jun 30
$205M▲ 12.3%
200 positionsView →2026Q1Mar 31
$183M▼ 1.0%
178 positionsView →2025Q4Dec 31
$184M▲ 7.8%
178 positionsView →2025Q3Sep 30
$171M▲ 19.7%
177 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 64