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

Western Pacific Wealth Management, LP

$98M in tracked AUM across 197 positions as of Q1 2026.

WP
CIK 0001907320 · last filed Mar 31, 2026
Total AUM
$98M
as of Q1 2026
Holdings
197
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Western Pacific Wealth Management, LP 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
VIG
VANGUARD DIVIDEND APPRECIATION ETF
$12M54K11.7%02
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
$11M74K11.2%03
AAPL
APPLE INC COM
$7M29K7.4%04
AMZN
AMAZON COM INC COM
$6M30K6.4%05
GOOGL
ALPHABET INC CAP STK CL A
$6M22K6.3%06
NVDA
NVIDIA CORPORATION COM
$6M33K5.9%07
MSFT
MICROSOFT CORP COM
$5M13K5.1%08
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$5M10K4.8%09
OAKM
OAKMARK U.S. LARGE CAP ETF
$4M160K4.5%10
GOOG
ALPHABET INC CAP STK CL C
$4M13K3.7%

Filing history

2026Q1Mar 31
$98M▼ 4.7%
197 positionsView →2025Q4Dec 31
$103M▲ 0.8%
181 positionsView →2025Q3Sep 30
$102M▼ 1.7%
190 positionsView →2025Q2Jun 30
$104M▼ 5.7%
197 positionsLocked2025Q1Mar 31
$111M▼ 10.8%
199 positionsLocked2024Q4Dec 31
$124M▼ 17.6%
209 positionsLocked2024Q3Sep 30
$150M▲ 13.7%
254 positionsLocked2024Q2Jun 30
$132M▼ 4.1%
229 positionsLocked2024Q1Mar 31
$138M▲ 0.7%
303 positionsLocked2023Q4Dec 31
$137M▲ 12.4%
241 positionsLocked2023Q3Sep 30
$122M▼ 7.7%
274 positionsLocked2023Q2Jun 30
$132M▲ 0.9%
280 positionsLocked
Showing 12 of 18