Western Pacific Wealth Management, LP - Portfolio Stock Holdings
Western Pacific Wealth Management, LP disclosed 185 stock positions in a recent SEC 13F filing. $118,724,351 of stock holdings were filed, with the largest holdings including VIG, VYM, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $205,539,281 and has 3 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:
185Est. Stock Holding Value:
$118,724,351Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Western Pacific Wealth Management, LP
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...