WESPAC Advisors, LLC - Portfolio Stock Holdings

WESPAC Advisors, LLC disclosed 238 stock positions in a recent SEC 13F filing. $198,200,762 of stock holdings were filed, with the largest holdings including IVV, PULS, and VT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,205,882,013 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.