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

WESPAC Advisors SoCal, LLC

WESPAC SoCal's family office based in Greenwich, CT — $470M in tracked AUM across 119 positions as of Q1 2026.

WS
WESPAC SoCal·Greenwich, CT·Family Office
CIK 0001668188 · last filed Mar 31, 2026
Total AUM
$470M
▲ 4.1%
vs prior
Holdings
119
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Financials
36% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

WESPAC Advisors SoCal, 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
SMH
VANECK ETF TRUST
$23M61K5.0%
02
GOOGL
ALPHABET INC
$20M70K4.3%
03
AVGO
BROADCOM INC
$19M62K4.1%
04
WMT
WALMART INC
$18M147K3.9%
05
AAPL
APPLE INC
$17M69K3.7%
06
MSFT
MICROSOFT CORP
$14M39K3.1%
07
XLE
SELECT SECTOR SPDR TR
$13M215K2.8%
08
AVUV
AMERICAN CENTY ETF TR
$13M116K2.7%
09
XAR
SPDR SERIES TRUST
$13M49K2.7%
10
JPM
JPMORGAN CHASE & CO
$12M41K2.5%

Filing history

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