WESPAC Advisors SoCal, LLC - Portfolio Stock Holdings
WESPAC Advisors SoCal, LLC disclosed 122 stock positions in a recent SEC 13F filing. $551,485,152 of stock holdings were filed, with the largest holdings including SMH, AAPL, and GOOGL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $609,836,124 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
122Est. Stock Holding Value:
$551,485,152Top Stock Holdings By Sector
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Portfolio Stock Holdings - WESPAC Advisors SoCal, LLC
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Portfolio Options Holdings - WESPAC Advisors SoCal, LLC
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