WESPAC Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1484540
Institutional-grade research for retail investors
13F Reported Value
ⓘ$182.6M
Holdings
178
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
WESPAC Advisors, LLC disclosed 178 positions worth $182.6M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 23 new positions and exited 23 — including a new stake in $UUP. The portfolio is most concentrated in Other (57.7% of disclosed assets). All figures are sourced directly from WESPAC Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1484540.
AI Fund Analysis
ConcentratingPGIM ETF TR
5.6% weight
Held 6 quarters
ISHARES TR
3.0% weight
Held 9 quarters
VANGUARD INDEX FDS
2.6% weight
Held 9 quarters
J P MORGAN EXCHANGE TRADED
2.6% weight
Held 4 quarters
CAPITAL GROUP DIVIDEND VAL
2.2% weight
Held 9 quarters
PUTNAM ETF TRUST
4 quarters accumulating
SCHWAB STRATEGIC TR
4 quarters accumulating
$GEV3 quarters accumulating
$ORCL3 quarters accumulating
SPDR SERIES TRUST
2 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareConsumer StaplesEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
PGIM ETF TR
—Quality
$10.2M206,166 shISHARES TR
—Quality
$8.4M83,582 shISHARES TR
—Quality
$5.6M8,535 sh- $5.6M200,119 sh
VANGUARD INDEX FDS
—Quality
$4.8M7,989 shJ P MORGAN EXCHANGE TRADED F
—Quality
$4.7M54,621 shSELECT SECTOR SPDR TR
—Quality
$4.2M68,221 shCAPITAL GROUP DIVIDEND VALUE
—Quality
$4.0M94,876 shSPDR SERIES TRUST
—Quality
$3.6M39,217 sh- 70.9
Quality
$3.3M27,798 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| PGIM ETF TR | — | $10.2M | 206,166 |
| ISHARES TR | — | $8.4M | 83,582 |
| ISHARES TR | — | $5.6M | 8,535 |
 Invesco DB US Dollar Index Bullish Fund$UUP | — | $5.6M | 200,119 |
| VANGUARD INDEX FDS | — | $4.8M | 7,989 |
| J P MORGAN EXCHANGE TRADED F | — | $4.7M | 54,621 |
| SELECT SECTOR SPDR TR | — | $4.2M | 68,221 |
| CAPITAL GROUP DIVIDEND VALUE | — | $4.0M | 94,876 |
| SPDR SERIES TRUST | — | $3.6M | 39,217 |
 Merck & Co., Inc.$MRK | 70.9 | $3.3M | 27,798 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WESPAC Advisors, LLC's 178 positions.
Showing top 10 of 178 holdings.
Sector Allocation
Other
$105.4M
Financials
$26.7M
Technology
$18.0M
Healthcare
$7.9M
Consumer Staples
$4.5M
Energy
$4.1M
Materials
$3.9M
Industrials
$3.9M
Full Holdings — WESPAC Advisors, LLC (Q1 2026)
All 178 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | PGIM ETF TR | $10.2M | 5.6% | +218% | — |
| 2 | — | ISHARES TR | $8.4M | 4.6% | +3118% | — |
| 3 | — | ISHARES TR | $5.6M | 3.0% | -37% | — |
| 4 | $UUP | Invesco DB US Dollar Index Bullish Fund | $5.6M | 3.0% | NEW | — |
| 5 | — | VANGUARD INDEX FDS | $4.8M | 2.6% | +7% | — |
| 6 | — | J P MORGAN EXCHANGE TRADED F | $4.7M | 2.6% | -20% | — |
| 7 | — | SELECT SECTOR SPDR TR | $4.2M | 2.3% | +1413% | — |
| 8 | — | CAPITAL GROUP DIVIDEND VALUE | $4.0M | 2.2% | -7% | — |
| 9 | — | SPDR SERIES TRUST | $3.6M | 2.0% | +98% | — |
| 10 | $MRK | Merck & Co., Inc. | $3.3M | 1.8% | +0% | 70.9 |
| 11 |  $AAPL | Apple Inc. | $3.1M | 1.7% | -1% | 76.1 |
| 12 | — | ETF OPPORTUNITIES TRUST | $2.8M | 1.6% | +31% | — |
| 13 | — | J P MORGAN EXCHANGE TRADED F | $2.6M | 1.4% | -62% | — |
| 14 | — | SPDR SERIES TRUST | $2.5M | 1.4% | +20% | — |
| 15 |  $IVZ | Invesco Ltd. | $2.5M | 1.4% | NEW | — |
| 16 |  $AAAU | Goldman Sachs Physical Gold ETF | $2.4M | 1.3% | -18% | — |
| 17 | — | PUTNAM ETF TRUST | $2.2M | 1.2% | +14% | — |
| 18 | — | VANGUARD SCOTTSDALE FDS | $2.2M | 1.2% | NEW | — |
| 19 |  $IAU | ISHARES GOLD TRUST | $2.1M | 1.1% | -29% | — |
| 20 | $IVZ | Invesco Ltd. | $2.0M | 1.1% | +27% | — |
| 21 | — | VALUED ADVISERS TR | $1.9M | 1.0% | +8% | — |
| 22 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.8M | 1.0% | -55% | — |
| 23 | — | ISHARES TR | $1.7M | 0.9% | +6% | — |
| 24 |  $HWM | Howmet Aerospace Inc. | $1.6M | 0.9% | +5% | 79.1 |
| 25 |  $MSFT | MICROSOFT CORP | $1.6M | 0.9% | -7% | 83.7 |
| 26 | — | VANGUARD INDEX FDS | $1.6M | 0.9% | -35% | — |
| 27 | — | SELECT SECTOR SPDR TR | $1.6M | 0.9% | -51% | — |
| 28 |  $COR | Cencora, Inc. | $1.6M | 0.9% | -10% | 59.6 |
| 29 | — | SERIES PORTFOLIOS TR | $1.5M | 0.8% | +22% | — |
| 30 |  $WMT | Walmart Inc. | $1.5M | 0.8% | +0% | 63.2 |
| 31 |  $BNO | United States Brent Oil Fund, LP | $1.4M | 0.8% | NEW | — |
| 32 |  $MMM | 3M CO | $1.4M | 0.8% | +5% | 60.7 |
| 33 |  $CAH | CARDINAL HEALTH INC | $1.4M | 0.8% | +4% | 58.6 |
| 34 | — | ISHARES TR | $1.4M | 0.8% | -28% | — |
| 35 |  $OUNZ | VanEck Merk Gold ETF | $1.3M | 0.7% | -36% | — |
| 36 |  $GE | GENERAL ELECTRIC CO | $1.3M | 0.7% | +3% | 74.8 |
| 37 | — | PIMCO ETF TR | $1.3M | 0.7% | -56% | — |
| 38 | — | SELECT SECTOR SPDR TR | $1.3M | 0.7% | -67% | — |
| 39 | — | VANECK ETF TRUST | $1.3M | 0.7% | -42% | — |
| 40 |  $TER | TERADYNE, INC | $1.2M | 0.7% | +8% | 74.6 |
| 41 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $1.2M | 0.7% | -11% | — |
| 42 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $1.2M | 0.7% | NEW | — |
| 43 |  $GOOG | Alphabet Inc. | $1.2M | 0.7% | -12% | 80.2 |
| 44 | — | ISHARES TR | $1.2M | 0.7% | -21% | — |
| 45 |  $GLD | SPDR GOLD TRUST | $1.1M | 0.6% | -17% | — |
| 46 |  $BTI | British American Tobacco p.l.c. | $1.1M | 0.6% | -11% | — |
| 47 | — | JANUS DETROIT STR TR | $1.1M | 0.6% | +15% | — |
| 48 | — | SPDR SERIES TRUST | $1.1M | 0.6% | +389% | — |
| 49 | — | ISHARES TR | $1.0M | 0.6% | -60% | — |
| 50 |  $MU | MICRON TECHNOLOGY INC | $1.0M | 0.6% | +8% | 88.4 |
| 51 | — | ISHARES TR | $1.0M | 0.6% | +277% | — |
| 52 |  $APH | AMPHENOL CORP /DE/ | $1.0M | 0.6% | +13% | 80.5 |
| 53 |  $GILD | GILEAD SCIENCES, INC. | $1.0M | 0.6% | +15% | 77.8 |
| 54 | — | SCHWAB STRATEGIC TR | $984,092 | 0.5% | +262% | — |
| 55 |  $ALB | ALBEMARLE CORP | $973,053 | 0.5% | +19% | 50.2 |
| 56 | $GEV | GE Vernova Inc. | $972,411 | 0.5% | +33% | 70.1 |
| 57 | — | GLOBAL X FDS | $960,185 | 0.5% | -12% | — |
| 58 |  $T | AT&T INC. | $946,912 | 0.5% | -19% | 71.9 |
| 59 |  $KNTK | Kinetik Holdings Inc. | $934,168 | 0.5% | -12% | 56.7 |
| 60 |  $TSLA | Tesla, Inc. | $924,542 | 0.5% | +0% | 50.1 |
| 61 | — | SELECT SECTOR SPDR TR | $905,318 | 0.5% | +46% | — |
| 62 |  $NVDA | NVIDIA CORP | $896,242 | 0.5% | -0% | 90.2 |
| 63 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $893,540 | 0.5% | +0% | — |
| 64 |  $ENB | ENBRIDGE INC | $865,265 | 0.5% | -15% | — |
| 65 | — | PGIM ETF TR | $846,415 | 0.5% | +0% | — |
| 66 | — | VANECK ETF TRUST | $835,107 | 0.5% | +229% | — |
| 67 |  $BIP | Brookfield Infrastructure Partners L.P. | $830,543 | 0.5% | NEW | — |
| 68 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $827,666 | 0.5% | +26% | 76.3 |
| 69 |  $RITM | Rithm Capital Corp. | $820,323 | 0.5% | -10% | 52 |
| 70 |  $NEM | NEWMONT Corp /DE/ | $815,447 | 0.5% | +12% | 88.3 |
| 71 | — | VANGUARD INDEX FDS | $810,687 | 0.4% | +74% | — |
| 72 |  $MRNA | Moderna, Inc. | $791,312 | 0.4% | NEW | 15.9 |
| 73 | — | ISHARES TR | $783,856 | 0.4% | +161% | — |
| 74 | — | NEOS ETF TRUST | $781,922 | 0.4% | -10% | — |
| 75 |  $RL | RALPH LAUREN CORP | $778,793 | 0.4% | +10% | 76.6 |
| 76 |  $NMCO | Nuveen Municipal Credit Opportunities Fund | $769,028 | 0.4% | +0% | — |
| 77 | — | ISHARES TR | $753,770 | 0.4% | -48% | — |
| 78 |  $NMZ | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | $753,619 | 0.4% | +0% | — |
| 79 |  $BAC | BANK OF AMERICA CORP /DE/ | $752,554 | 0.4% | -26% | 68.4 |
| 80 | — | SELECT SECTOR SPDR TR | $742,821 | 0.4% | +75% | — |
| 81 | — | SELECT SECTOR SPDR TR | $740,455 | 0.4% | -39% | — |
| 82 |  $AMGN | AMGEN INC | $734,435 | 0.4% | +0% | 79.5 |
| 83 |  $GOOGL | Alphabet Inc. | $731,780 | 0.4% | -1% | 80.2 |
| 84 |  $SPY | SPDR S&P 500 ETF TRUST | $728,882 | 0.4% | -41% | — |
| 85 |  $QCOM | QUALCOMM INC/DE | $697,086 | 0.4% | -11% | 81.9 |
| 86 | — | FIRST TR EXCHNG TRADED FD VI | $682,976 | 0.4% | -8% | — |
| 87 | — | VANECK ETF TRUST | $675,167 | 0.4% | -5% | — |
| 88 | — | ISHARES TR | $670,341 | 0.4% | -17% | — |
| 89 | — | STATE STR SPDR DOW JONES IND | $658,656 | 0.4% | -44% | — |
| 90 | — | SCHWAB STRATEGIC TR | $655,564 | 0.4% | +51% | — |
| 91 | — | SELECT SECTOR SPDR TR | $649,042 | 0.4% | -60% | — |
| 92 |  $COST | COSTCO WHOLESALE CORP /NEW | $637,715 | 0.3% | +0% | 67 |
| 93 |  $OKE | ONEOK INC /NEW/ | $635,351 | 0.3% | +1% | 72 |
| 94 | $IVZ | Invesco Ltd. | $615,101 | 0.3% | +0% | — |
| 95 | $IVZ | Invesco Ltd. | $611,976 | 0.3% | +0% | — |
| 96 | — | BLACKROCK ETF TRUST II | $597,761 | 0.3% | -63% | — |
| 97 |  $ARCC | ARES CAPITAL CORP | $572,586 | 0.3% | -9% | — |
| 98 |  $SLV | iShares Silver Trust | $571,763 | 0.3% | -76% | — |
| 99 |  $OBDC | Blue Owl Capital Corp | $562,821 | 0.3% | -54% | — |
| 100 | — | ISHARES TR | $549,355 | 0.3% | +0% | — |
| 101 | — | ISHARES INC | $542,219 | 0.3% | +3% | — |
| 102 |  $KMI | KINDER MORGAN, INC. | $536,949 | 0.3% | NEW | 74.6 |
| 103 | — | ISHARES TR | $533,571 | 0.3% | +2% | — |
| 104 | $IVZ | Invesco Ltd. | $525,038 | 0.3% | -84% | — |
| 105 | $IVZ | Invesco Ltd. | $506,576 | 0.3% | +0% | — |
| 106 |  $META | Meta Platforms, Inc. | $494,320 | 0.3% | -12% | 80.9 |
| 107 |  $AMZN | AMAZON COM INC | $493,392 | 0.3% | -1% | 74.6 |
| 108 |  $MA | Mastercard Inc | $492,665 | 0.3% | -12% | 81.7 |
| 109 |  $STT | STATE STREET CORP | $489,225 | 0.3% | -51% | 61.5 |
| 110 | — | TORTOISE CAPITAL SERIES TRUS | $487,182 | 0.3% | NEW | — |
| 111 | — | ISHARES INC | $485,868 | 0.3% | +87% | — |
| 112 |  $PG | PROCTER & GAMBLE Co | $462,064 | 0.3% | +0% | 72.9 |
| 113 |  $LLY | ELI LILLY & Co | $452,527 | 0.3% | -8% | 89.3 |
| 114 | — | VANGUARD WORLD FD | $451,158 | 0.3% | +0% | — |
| 115 | — | SCHWAB STRATEGIC TR | $433,520 | 0.2% | -1% | — |
| 116 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $424,143 | 0.2% | NEW | 59.8 |
| 117 | — | ISHARES TR | $415,844 | 0.2% | -7% | — |
| 118 |  $CVX | CHEVRON CORP | $412,145 | 0.2% | -13% | 54.7 |
| 119 |  $JPM | JPMORGAN CHASE & CO | $408,588 | 0.2% | -26% | 35.6 |
| 120 |  $HQH | abrdn Healthcare Investors | $406,679 | 0.2% | -4% | — |
| 121 | — | ISHARES TR | $403,992 | 0.2% | -79% | — |
| 122 |  $AMD | ADVANCED MICRO DEVICES INC | $377,770 | 0.2% | -70% | 78.8 |
| 123 |  $DOV | DOVER Corp | $365,441 | 0.2% | +52% | 63.1 |
| 124 |  $RTX | RTX Corp | $355,708 | 0.2% | +0% | 70 |
| 125 | $IVZ | Invesco Ltd. | $354,596 | 0.2% | -0% | — |
| 126 |  $CNP | CENTERPOINT ENERGY INC | $343,036 | 0.2% | -67% | 55.9 |
| 127 |  $AEE | AMEREN CORP | $338,554 | 0.2% | NEW | 63.5 |
| 128 | — | VANGUARD WHITEHALL FDS | $323,599 | 0.2% | +0% | — |
| 129 |  $NRG | NRG ENERGY, INC. | $322,385 | 0.2% | -66% | 59.5 |
| 130 |  $SCCO | SOUTHERN COPPER CORP/ | $303,686 | 0.2% | +1% | 86.6 |
| 131 | — | SPDR SERIES TRUST | $302,744 | 0.2% | +0% | — |
| 132 |  $SNX | TD SYNNEX CORP | $300,810 | 0.2% | NEW | 55.2 |
| 133 | $IVZ | Invesco Ltd. | $299,309 | 0.2% | +0% | — |
| 134 | — | T ROWE PRICE ETF INC | $293,227 | 0.2% | -50% | — |
| 135 | $IVZ | Invesco Ltd. | $285,014 | 0.2% | +0% | — |
| 136 | — | VANECK ETF TRUST | $284,579 | 0.2% | -68% | — |
| 137 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $283,596 | 0.2% | +0% | 66.7 |
| 138 | — | INVESCO EXCH TRD SLF IDX FD | $279,965 | 0.1% | +0% | — |
| 139 | — | J P MORGAN EXCHANGE TRADED F | $278,242 | 0.1% | -0% | — |
| 140 |  $EQT | EQT Corp | $276,834 | 0.1% | NEW | 83.3 |
| 141 |  $AMAT | APPLIED MATERIALS INC /DE | $273,432 | 0.1% | -37% | 74.8 |
| 142 |  $VLO | VALERO ENERGY CORP/TX | $271,788 | 0.1% | NEW | 51.4 |
| 143 | — | SPDR SERIES TRUST | $266,461 | 0.1% | -55% | — |
| 144 |  $CAT | CATERPILLAR INC | $264,964 | 0.1% | NEW | 67.8 |
| 145 | — | JANUS DETROIT STR TR | $263,989 | 0.1% | +0% | — |
| 146 |  $V | VISA INC. | $263,266 | 0.1% | -38% | 83.5 |
| 147 |  $DELL | Dell Technologies Inc. | $262,608 | 0.1% | NEW | 76 |
| 148 | $IVZ | Invesco Ltd. | $261,292 | 0.1% | -9% | — |
| 149 | — | VANECK ETF TRUST | $259,442 | 0.1% | -91% | — |
| 150 | — | CAPITAL GROUP GROWTH ETF | $258,783 | 0.1% | -17% | — |
| 151 | $ORCL | ORACLE CORP | $257,799 | 0.1% | +0% | 67.2 |
| 152 | — | VANGUARD BD INDEX FDS | $250,965 | 0.1% | -35% | — |
| 153 | — | VANECK ETF TRUST | $248,185 | 0.1% | -99% | — |
| 154 | — | INVESCO EXCH TRD SLF IDX FD | $244,659 | 0.1% | -13% | — |
| 155 |  $NFLX | NETFLIX INC | $244,221 | 0.1% | -11% | 86.7 |
| 156 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $238,381 | 0.1% | NEW | 68.8 |
| 157 |  $EIX | EDISON INTERNATIONAL | $235,347 | 0.1% | NEW | 70.7 |
| 158 | — | J P MORGAN EXCHANGE TRADED F | $234,129 | 0.1% | +0% | — |
| 159 | — | ISHARES TR | $230,631 | 0.1% | +0% | — |
| 160 | — | RBB FD INC | $229,356 | 0.1% | -8% | — |
| 161 | — | DIREXION SHARES ETF TRUST | $225,322 | 0.1% | NEW | — |
| 162 |  $WBS | WEBSTER FINANCIAL CORP | $221,797 | 0.1% | NEW | 60.2 |
| 163 |  $AVGO | Broadcom Inc. | $216,038 | 0.1% | -9% | 86.4 |
| 164 |  $TXT | TEXTRON INC | $213,559 | 0.1% | NEW | 58.2 |
| 165 | — | SPDR SERIES TRUST | $213,333 | 0.1% | +96% | — |
| 166 |  $GSK | GSK plc | $210,991 | 0.1% | NEW | — |
| 167 |  $EXC | EXELON CORP | $207,159 | 0.1% | -15% | 63.9 |
| 168 |  $BALL | BALL Corp | $206,767 | 0.1% | NEW | 54.2 |
| 169 |  $PCT | PureCycle Technologies, Inc. | $203,381 | 0.1% | +3% | 26.6 |
| 170 |  $WES | Western Midstream Partners, LP | $201,198 | 0.1% | NEW | 78.1 |
| 171 |  $ETJ | Eaton Vance Risk-Managed Diversified Equity Income Fund | $196,080 | 0.1% | +0% | — |
| 172 |  $ETHA | iShares Ethereum Trust ETF | $173,402 | 0.1% | -4% | — |
| 173 |  $ENVX | Enovix Corp | $125,356 | 0.1% | -8% | 25.2 |
| 174 |  $NMI | NUVEEN MUNICIPAL INCOME FUND INC | $104,500 | 0.1% | +0% | — |
| 175 |  $EOSE | Eos Energy Enterprises, Inc. | $89,171 | 0.1% | +6% | 29.2 |
| 176 |  $GGN | GAMCO Global Gold, Natural Resources & Income Trust | $70,490 | 0.0% | +0% | — |
| 177 |  $TE | T1 Energy Inc. | $48,290 | 0.0% | +10% | 23.8 |
| 178 |  $INV | Innventure, Inc. | $39,100 | 0.0% | +0% | — |
New Positions (23)
$UUP Invesco DB US Dollar Index Bullish Fund$5.6M VANGUARD SCOTTSDALE FDS$2.2M
$BNO United States Brent Oil Fund, LP$1.4M$BBVA BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.2M$BIP Brookfield Infrastructure Partners L.P.$830,543$MRNA Moderna, Inc.$791,312$KMI KINDER MORGAN, INC.$536,949 TORTOISE CAPITAL SERIES TRUS$487,182
$CHRW C. H. ROBINSON WORLDWIDE, INC.$424,143$AEE AMEREN CORP$338,554$SNX TD SYNNEX CORP$300,810$EQT EQT Corp$276,834$VLO VALERO ENERGY CORP/TX$271,788$CAT CATERPILLAR INC$264,964$DELL Dell Technologies Inc.$262,608Exited Positions (23)
SIMPLIFY EXCHANGE TRADED FUN
$WDC WESTERN DIGITAL CORP
$TPR TAPESTRY, INC. PROSHARES TR
$TTWO TAKE TWO INTERACTIVE SOFTWARE INC
$WBD Warner Bros. Discovery, Inc.
$F FORD MOTOR CO
$KEY KEYCORP /NEW/
$EVRG Evergy, Inc.
$O REALTY INCOME CORP FIRST TR EXCHANGE TRADED FD
BONDBLOXX ETF TRUST
$TFC TRUIST FINANCIAL CORP
$ALAB Astera Labs, Inc.
$MS MORGAN STANLEYBrowse Top Institutional Investors
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