13F Insight
DOSSIER · 13F-HR · Q3 2026

Western Pacific Wealth Management, LP

$119M in tracked AUM across 180 positions as of Q3 2026.

WP
CIK 0001907320 · last filed Sep 30, 2026
Total AUM
$119M
as of Q3 2026
Holdings
180
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Western Pacific Wealth Management, LP filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VIG
VANGUARD DIVIDEND APPRECIATION ETF
$13M55K10.8%02
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
$12M76K9.9%03
AAPL
APPLE INC COM
$9M28K7.7%04
GOOGL
ALPHABET INC CAP STK CL A
$8M22K6.5%05
NVDA
NVIDIA CORPORATION COM
$8M33K6.3%06
AMZN
AMAZON COM INC COM
$7M29K6.1%07
MSFT
MICROSOFT CORP COM
$7M13K5.5%08
OAKM
OAKMARK U.S. LARGE CAP ETF
$6M215K5.3%09
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$5M9K4.0%10
GOOG
ALPHABET INC CAP STK CL C
$4M13K3.7%

Filing history

2026Q3Sep 30
$119M▲ 7.4%
180 positionsView →2026Q2Jun 30
$111M▲ 12.5%
181 positionsView →2026Q1Mar 31
$98M▼ 4.7%
197 positionsView →2025Q4Dec 31
$103M▲ 0.8%
181 positionsView →2025Q3Sep 30
$102M▼ 1.7%
190 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 20