Western Pacific Wealth Management, LP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1907320
Institutional-grade research for retail investors
13F Reported Value
ⓘ$98.4M
Holdings
197
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Western Pacific Wealth Management, LP disclosed 197 positions worth $98.4M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 21 new positions and exited 5 and a full exit from $EOG. The portfolio is most concentrated in Technology (37.4% of disclosed assets). All figures are sourced directly from Western Pacific Wealth Management, LP’s Form 13F-HR filing with the SEC under CIK 1907320.
AI Fund Analysis
DiversifyingVANGUARD DIVIDEND APPRECIA
11.7% weight
Held 9 quarters
VANGUARD HIGH DIVIDEND YIE
11.2% weight
Held 9 quarters
$AAPL7.5% weight
Held 9 quarters
$AMZN6.4% weight
Held 9 quarters
$GOOG6.3% weight
Held 9 quarters
VANGUARD HIGH DIVIDEND YIE
8 quarters accumulating
SCHWAB U.S. BROAD MARKET E
7 quarters accumulating
SCHWAB US DIVIDEND EQUITY
7 quarters accumulating
OAKMARK U.S. LARGE CAP ETF
5 quarters accumulating
VANGUARD DIVIDEND APPRECIA
4 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryHealthcareCommunication Services
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD DIVIDEND APPRECIATION ETF
—Quality
$11.5M53,637 shVANGUARD HIGH DIVIDEND YIELD INDEX ETF
—Quality
$11.0M74,156 sh- 76.1#112
Quality
$7.3M28,858 sh - 74.6
Quality
$6.3M30,027 sh - 80.2
Quality
$6.2M21,591 sh - 90.2
Quality
$5.8M33,440 sh - 83.7
Quality
$5.0M13,422 sh - 64.5
Quality
$4.7M9,878 sh OAKMARK U.S. LARGE CAP ETF
—Quality
$4.4M160,370 sh- 80.2
Quality
$3.7M12,798 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION ETF | — | $11.5M | 53,637 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | — | $11.0M | 74,156 |
| Apple Inc.$AAPL | 76.1#112 | $7.3M | 28,858 |
| AMAZON COM INC$AMZN | 74.6 | $6.3M | 30,027 |
| Alphabet Inc.$GOOG | 80.2 | $6.2M | 21,591 |
 NVIDIA CORP$NVDA | 90.2 | $5.8M | 33,440 |
 MICROSOFT CORP$MSFT | 83.7 | $5.0M | 13,422 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $4.7M | 9,878 |
| OAKMARK U.S. LARGE CAP ETF | — | $4.4M | 160,370 |
 Alphabet Inc.$GOOGL | 80.2 | $3.7M | 12,798 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Western Pacific Wealth Management, LP's 197 positions.
Showing top 10 of 197 holdings.
Sector Allocation
Technology
$36.8M
Other
$33.6M
Financials
$11.2M
Consumer Discretionary
$9.2M
Healthcare
$2.1M
Communication Services
$1.7M
Industrials
$1.2M
Energy
$819,595
Full Holdings — Western Pacific Wealth Management, LP (Q1 2026)
All 197 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 | — | VANGUARD DIVIDEND APPRECIATION ETF | $11.5M | 11.7% | +0% | — |
| 2 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $11.0M | 11.2% | +0% | — |
| 3 | $AAPL | Apple Inc. | $7.3M | 7.5% | +0% | 76.1 |
| 4 | $AMZN | AMAZON COM INC | $6.3M | 6.4% | -1% | 74.6 |
| 5 | $GOOG | Alphabet Inc. | $6.2M | 6.3% | -5% | 80.2 |
| 6 | $NVDA | NVIDIA CORP | $5.8M | 5.9% | -0% | 90.2 |
| 7 | $MSFT | MICROSOFT CORP | $5.0M | 5.0% | +2% | 83.7 |
| 8 | $BRK.B | BERKSHIRE HATHAWAY INC | $4.7M | 4.8% | +0% | 64.5 |
| 9 | — | OAKMARK U.S. LARGE CAP ETF | $4.4M | 4.5% | +4% | — |
| 10 | $GOOGL | Alphabet Inc. | $3.7M | 3.7% | +0% | 80.2 |
| 11 |  $META | Meta Platforms, Inc. | $2.9M | 3.0% | -1% | 80.9 |
| 12 | — | BARON TECHNOLOGY ETF | $2.1M | 2.2% | +18% | — |
| 13 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.0M | 1.0% | +0% | 67 |
| 14 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.0M | 1.0% | +0% | — |
| 15 |  $PLTR | Palantir Technologies Inc. | $840,817 | 0.8% | +6% | 85.8 |
| 16 |  $AVGO | Broadcom Inc. | $706,996 | 0.7% | +9% | 86.4 |
| 17 | — | VANECK MORNINGSTAR WIDE MOAT ETF | $677,507 | 0.7% | +0% | — |
| 18 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $611,902 | 0.6% | +0% | — |
| 19 |  $V | VISA INC. | $598,157 | 0.6% | +0% | 83.5 |
| 20 |  $WTFC | WINTRUST FINANCIAL CORP | $588,665 | 0.6% | +0% | 34.1 |
| 21 |  $MPC | Marathon Petroleum Corp | $583,590 | 0.6% | +0% | 50.7 |
| 22 |  $NFLX | NETFLIX INC | $555,747 | 0.6% | +91% | 86.7 |
| 23 |  $CRM | Salesforce, Inc. | $541,156 | 0.6% | -3% | 75.2 |
| 24 |  $MA | Mastercard Inc | $538,243 | 0.6% | +7% | 81.7 |
| 25 |  $SPY | SPDR S&P 500 ETF TRUST | $509,126 | 0.5% | +0% | — |
| 26 |  $SCHW | SCHWAB CHARLES CORP | $508,902 | 0.5% | +0% | 77.2 |
| 27 |  $WFC | WELLS FARGO & COMPANY/MN | $481,613 | 0.5% | +0% | — |
| 28 |  $ICE | Intercontinental Exchange, Inc. | $469,481 | 0.5% | +0% | 73.8 |
| 29 |  $ABNB | Airbnb, Inc. | $466,478 | 0.5% | +141% | 70.1 |
| 30 |  $COF | CAPITAL ONE FINANCIAL CORP | $442,393 | 0.5% | +0% | 71 |
| 31 |  $AZO | AUTOZONE INC | $428,978 | 0.4% | +0% | 66.5 |
| 32 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $426,893 | 0.4% | +0% | 59.5 |
| 33 |  $KDP | Keurig Dr Pepper Inc. | $419,700 | 0.4% | +0% | 63.1 |
| 34 |  $CBRE | CBRE GROUP, INC. | $415,862 | 0.4% | +0% | 62.9 |
| 35 |  $SYY | SYSCO CORP | $414,427 | 0.4% | +0% | 58.4 |
| 36 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $385,550 | 0.4% | +0% | — |
| 37 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $379,812 | 0.4% | +0% | — |
| 38 |  $AMD | ADVANCED MICRO DEVICES INC | $356,206 | 0.4% | -3% | 78.8 |
| 39 |  $PANW | Palo Alto Networks Inc | $355,910 | 0.4% | +0% | 66.5 |
| 40 |  $C | CITIGROUP INC | $344,086 | 0.3% | +0% | 54.8 |
| 41 |  $MTN | VAIL RESORTS INC | $341,973 | 0.3% | +0% | 65 |
| 42 |  $ICLR | ICON PLC | $314,828 | 0.3% | +106% | — |
| 43 |  $ASML | ASML HOLDING NV | $310,395 | 0.3% | +0% | — |
| 44 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $304,823 | 0.3% | +0% | 57.7 |
| 45 | — | VANGUARD SMALL CAP VALUE ETF | $300,730 | 0.3% | NEW | — |
| 46 |  $IQV | IQVIA HOLDINGS INC. | $292,135 | 0.3% | +103% | 59.7 |
| 47 |  $ELV | Elevance Health, Inc. | $277,234 | 0.3% | NEW | 59.4 |
| 48 |  $WBD | Warner Bros. Discovery, Inc. | $275,836 | 0.3% | -51% | 42.1 |
| 49 |  $JPM | JPMORGAN CHASE & CO | $271,257 | 0.3% | +0% | 35.6 |
| 50 | — | VANGUARD LARGE-CAP ETF | $261,584 | 0.3% | NEW | — |
| 51 |  $GLD | SPDR GOLD TRUST | $258,174 | 0.3% | +0% | — |
| 52 |  $VRSK | Verisk Analytics, Inc. | $249,901 | 0.3% | +9% | 77.3 |
| 53 |  $OC | Owens Corning | $224,015 | 0.2% | NEW | 47.3 |
| 54 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $220,282 | 0.2% | NEW | 71.5 |
| 55 |  $IBKR | Interactive Brokers Group, Inc. | $214,624 | 0.2% | +0% | 75.5 |
| 56 | — | VANGUARD VALUE ETF | $207,610 | 0.2% | NEW | — |
| 57 |  $ARCC | ARES CAPITAL CORP | $202,919 | 0.2% | +0% | — |
| 58 |  $GM | General Motors Co | $202,864 | 0.2% | -51% | 58.7 |
| 59 |  $WMT | Walmart Inc. | $195,741 | 0.2% | +0% | 63.2 |
| 60 | — | ISHARES MSCI USA QUALITY FACTOR ETF | $191,810 | 0.2% | +0% | — |
| 61 |  $AXP | AMERICAN EXPRESS CO | $191,772 | 0.2% | +0% | 73.2 |
| 62 |  $BDX | BECTON DICKINSON & CO | $185,374 | 0.2% | +0% | 50.7 |
| 63 |  $ABBV | AbbVie Inc. | $179,864 | 0.2% | +0% | 59.3 |
| 64 |  $USB | US BANCORP DE | $166,588 | 0.2% | +0% | 71.4 |
| 65 |  $TOL | Toll Brothers, Inc. | $166,493 | 0.2% | +0% | 68.3 |
| 66 | — | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $164,769 | 0.2% | NEW | — |
| 67 |  $ABT | ABBOTT LABORATORIES | $160,371 | 0.2% | +0% | 67 |
| 68 |  $SNOW | Snowflake Inc. | $157,305 | 0.2% | -2% | 49.6 |
| 69 |  $MCD | MCDONALDS CORP | $157,001 | 0.2% | +0% | 73.9 |
| 70 |  $CRSP | CRISPR Therapeutics AG | $156,981 | 0.2% | +0% | 4.5 |
| 71 |  $LIN | LINDE PLC | $156,756 | 0.2% | +18% | — |
| 72 |  $DASH | DoorDash, Inc. | $143,093 | 0.1% | +0% | 70.6 |
| 73 |  $BX | Blackstone Inc. | $141,783 | 0.1% | +0% | 68 |
| 74 |  $SDA | SunCar Technology Group Inc. | $138,008 | 0.1% | -74% | 45.1 |
| 75 |  $CG | Carlyle Group Inc. | $137,863 | 0.1% | +0% | 47.3 |
| 76 |  $AMGN | AMGEN INC | $133,703 | 0.1% | +0% | 79.5 |
| 77 |  $MNST | Monster Beverage Corp | $133,181 | 0.1% | -6% | 77 |
| 78 |  $NOW | ServiceNow, Inc. | $129,224 | 0.1% | +21% | 76 |
| 79 |  $XOM | EXXON MOBIL CORP | $124,392 | 0.1% | +0% | 61.8 |
| 80 |  $A | AGILENT TECHNOLOGIES, INC. | $121,959 | 0.1% | -0% | 64.6 |
| 81 |  $ORLY | O REILLY AUTOMOTIVE INC | $121,295 | 0.1% | -16% | 72.7 |
| 82 | — | STATE STREET SPDR S&P REGIONAL BANKING ETF | $120,462 | 0.1% | +0% | — |
| 83 |  $IDXX | IDEXX LABORATORIES INC /DE | $117,997 | 0.1% | -0% | 73.6 |
| 84 |  $INTU | INTUIT INC. | $113,284 | 0.1% | +22% | 82 |
| 85 |  $UNH | UNITEDHEALTH GROUP INC | $107,424 | 0.1% | +0% | 66.8 |
| 86 |  $WT | WisdomTree, Inc. | $106,162 | 0.1% | +0% | 62.9 |
| 87 |  $RACE | Ferrari N.V. | $103,227 | 0.1% | +0% | — |
| 88 |  $FWONA | Liberty Media Corp | $102,024 | 0.1% | +0% | 51 |
| 89 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $100,804 | 0.1% | +172% | 59.8 |
| 90 |  $MLM | MARTIN MARIETTA MATERIALS INC | $93,600 | 0.1% | +11% | 67.6 |
| 91 |  $SBUX | STARBUCKS CORP | $89,590 | 0.1% | +25% | 54.6 |
| 92 | — | ISHARES S&P MID-CAP 400 VALUE ETF | $88,515 | 0.1% | +0% | — |
| 93 |  $CPRT | COPART INC | $87,847 | 0.1% | +14% | 74.9 |
| 94 |  $UBER | Uber Technologies, Inc | $86,316 | 0.1% | +0% | 79.3 |
| 95 |  $APH | AMPHENOL CORP /DE/ | $79,727 | 0.1% | NEW | 80.5 |
| 96 |  $CVX | CHEVRON CORP | $78,551 | 0.1% | +0% | 54.7 |
| 97 | — | VANGUARD FTSE EMERGING MARKETS ETF | $77,154 | 0.1% | NEW | — |
| 98 |  $ISRG | INTUITIVE SURGICAL INC | $73,758 | 0.1% | +0% | 81.4 |
| 99 |  $TRU | TransUnion | $71,612 | 0.1% | -25% | 69.1 |
| 100 |  $VEEV | VEEVA SYSTEMS INC | $66,751 | 0.1% | -16% | 77.8 |
| 101 |  $LMT | LOCKHEED MARTIN CORP | $66,609 | 0.1% | +0% | 65 |
| 102 |  $CAVA | CAVA GROUP, INC. | $66,500 | 0.1% | +13% | 62.7 |
| 103 |  $DUK | Duke Energy CORP | $65,946 | 0.1% | +0% | 64 |
| 104 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $64,756 | 0.1% | +26% | 72.9 |
| 105 |  $SO | SOUTHERN CO | $64,139 | 0.1% | +0% | 65.1 |
| 106 | — | ISHARES S&P 500 VALUE ETF | $63,631 | 0.1% | +0% | — |
| 107 |  $QCOM | QUALCOMM INC/DE | $59,239 | 0.1% | +15% | 81.9 |
| 108 |  $KO | COCA COLA CO | $56,961 | 0.1% | +0% | 74 |
| 109 | — | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $54,403 | 0.1% | +0% | — |
| 110 |  $RDDT | Reddit, Inc. | $53,860 | 0.1% | +0% | 79.3 |
| 111 |  $HDB | HDFC BANK LTD | $53,094 | 0.1% | +0% | — |
| 112 |  $CASY | CASEYS GENERAL STORES INC | $51,678 | 0.1% | NEW | 59.9 |
| 113 |  $TXN | TEXAS INSTRUMENTS INC | $50,865 | 0.1% | NEW | 70.4 |
| 114 | — | UNUSUAL MACHS INC COM SHS | $49,600 | 0.1% | +0% | — |
| 115 |  $DIS | Walt Disney Co | $49,345 | 0.1% | +1% | 68.9 |
| 116 |  $BAC | BANK OF AMERICA CORP /DE/ | $48,900 | 0.1% | +0% | 68.4 |
| 117 |  $NKE | NIKE, Inc. | $48,172 | 0.1% | +0% | 53.4 |
| 118 |  $IONQ | IonQ, Inc. | $47,800 | 0.1% | +152% | 32.8 |
| 119 |  $SHOP | SHOPIFY INC. | $47,448 | 0.1% | +0% | — |
| 120 |  $WAT | WATERS CORP /DE/ | $46,755 | 0.1% | NEW | 69.9 |
| 121 |  $TSLA | Tesla, Inc. | $46,469 | 0.1% | NEW | 50.1 |
| 122 |  $LLY | ELI LILLY & Co | $46,202 | 0.1% | +0% | 89.3 |
| 123 |  $ORCL | ORACLE CORP | $44,133 | 0.0% | -67% | 67.2 |
| 124 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $41,986 | 0.0% | +0% | — |
| 125 |  $CME | CME GROUP INC. | $41,578 | 0.0% | +0% | 74.5 |
| 126 |  $NBIS | Nebius Group N.V. | $41,504 | 0.0% | +0% | — |
| 127 |  $SOUN | SOUNDHOUND AI, INC. | $41,220 | 0.0% | +0% | 32.3 |
| 128 |  $TYL | TYLER TECHNOLOGIES INC | $40,743 | 0.0% | -51% | 69.3 |
| 129 | — | SCHWAB U.S. BROAD MARKET ETF | $39,883 | 0.0% | +0% | — |
| 130 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $36,828 | 0.0% | +0% | 54.6 |
| 131 |  $KKR | KKR & Co. Inc. | $35,798 | 0.0% | +35% | 49.8 |
| 132 |  $HOOD | Robinhood Markets, Inc. | $34,650 | 0.0% | +0% | 75.8 |
| 133 |  $PDI | PIMCO Dynamic Income Fund | $34,220 | 0.0% | +0% | — |
| 134 |  $MLI | MUELLER INDUSTRIES INC | $34,126 | 0.0% | NEW | 77.5 |
| 135 |  $HD | HOME DEPOT, INC. | $32,731 | 0.0% | +0% | 69.2 |
| 136 |  $BIP | Brookfield Infrastructure Partners L.P. | $32,038 | 0.0% | +0% | — |
| 137 |  $MRK | Merck & Co., Inc. | $31,688 | 0.0% | +0% | 70.9 |
| 138 | — | VANGUARD EXTENDED MARKET ETF | $30,870 | 0.0% | +0% | — |
| 139 |  $CRVS | Corvus Pharmaceuticals, Inc. | $29,260 | 0.0% | +0% | — |
| 140 | $FWONA | Liberty Media Corp | $27,328 | 0.0% | +0% | 51 |
| 141 |  $BN | BROOKFIELD Corp /ON/ | $23,715 | 0.0% | +0% | — |
| 142 |  $NNN | NNN REIT, INC. | $21,225 | 0.0% | +0% | 67.9 |
| 143 |  $AN | AUTONATION, INC. | $19,526 | 0.0% | +0% | 51 |
| 144 |  $JNJ | JOHNSON & JOHNSON | $18,333 | 0.0% | +0% | 72.8 |
| 145 |  $ADBE | ADOBE INC. | $18,231 | 0.0% | +0% | 80.4 |
| 146 |  $PSX | Phillips 66 | $17,307 | 0.0% | +0% | 47.6 |
| 147 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $16,681 | 0.0% | NEW | 65.9 |
| 148 |  $CRWV | CoreWeave, Inc. | $15,494 | 0.0% | +0% | 46.5 |
| 149 | — | INTELLIGENT ALPHA ATLAS ETF | $15,265 | 0.0% | +0% | — |
| 150 | — | RESEARCH AFFILIATES DELETIONS ETF | $13,754 | 0.0% | +0% | — |
| 151 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $12,141 | 0.0% | +0% | 66.3 |
| 152 |  $ONB | OLD NATIONAL BANCORP /IN/ | $11,763 | 0.0% | +0% | — |
| 153 |  $DELL | Dell Technologies Inc. | $11,489 | 0.0% | NEW | 76 |
| 154 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $9,114 | 0.0% | +0% | 67.9 |
| 155 | — | ISHARES CORE S&P 500 ETF | $8,818 | 0.0% | +8% | — |
| 156 |  $MNTN | MNTN, Inc. | $8,800 | 0.0% | +0% | 42 |
| 157 | — | VANGUARD TAX-EXEMPT BOND ETF | $7,942 | 0.0% | +0% | — |
| 158 | — | SCHWAB US DIVIDEND EQUITY ETF | $6,766 | 0.0% | +1% | — |
| 159 |  $IVZ | Invesco Ltd. | $6,745 | 0.0% | +0% | — |
| 160 |  $DFTX | Definium Therapeutics, Inc. | $6,294 | 0.0% | NEW | — |
| 161 | — | SCHWAB INTERNATIONAL EQUITY ETF | $6,085 | 0.0% | +0% | — |
| 162 |  $RY | ROYAL BANK OF CANADA | $5,339 | 0.0% | +0% | — |
| 163 |  $PG | PROCTER & GAMBLE Co | $5,200 | 0.0% | +0% | 72.9 |
| 164 |  $SAP | SAP SE | $5,136 | 0.0% | +0% | — |
| 165 |  $PEP | PEPSICO INC | $4,659 | 0.0% | +0% | 62.7 |
| 166 |  $BMO | BANK OF MONTREAL /CAN/ | $4,331 | 0.0% | +0% | — |
| 167 |  $BHP | BHP Group Ltd | $3,759 | 0.0% | +2% | — |
| 168 | — | VANGUARD TOTAL STOCK MARKET ETF | $3,647 | 0.0% | +0% | — |
| 169 |  $SE | Sea Ltd | $3,644 | 0.0% | +0% | — |
| 170 |  $QRVO | Qorvo, Inc. | $3,173 | 0.0% | NEW | 64.3 |
| 171 |  $RXRX | RECURSION PHARMACEUTICALS, INC. | $3,070 | 0.0% | +0% | 13.6 |
| 172 |  $SONY | Sony Group Corp | $3,002 | 0.0% | +0% | — |
| 173 |  $NVO | NOVO NORDISK A S | $2,940 | 0.0% | +0% | — |
| 174 |  $ABEV | AMBEV S.A. | $2,920 | 0.0% | +0% | — |
| 175 |  $QBTS | D-Wave Quantum Inc. | $2,886 | 0.0% | +0% | 24.7 |
| 176 |  $RGTI | Rigetti Computing, Inc. | $2,808 | 0.0% | +0% | 8.1 |
| 177 |  $QUBT | Quantum Computing Inc. | $2,740 | 0.0% | +0% | 28.3 |
| 178 |  $BP | BP PLC | $2,639 | 0.0% | +0% | — |
| 179 |  $UL | UNILEVER PLC | $2,621 | 0.0% | +0% | — |
| 180 |  $CRWS | CROWN CRAFTS INC | $2,575 | 0.0% | +0% | 39 |
| 181 | — | ISHARES RUSSELL 2000 ETF | $2,564 | 0.0% | +0% | — |
| 182 |  $SNY | Sanofi | $2,409 | 0.0% | +0% | — |
| 183 |  $TROW | PRICE T ROWE GROUP INC | $2,254 | 0.0% | +0% | 75.8 |
| 184 |  $IQ | iQIYI, Inc. | $1,350 | 0.0% | +0% | — |
| 185 |  $QS | QuantumScape Corp | $1,276 | 0.0% | +0% | — |
| 186 |  $PKX | POSCO HOLDINGS INC. | $1,228 | 0.0% | +0% | — |
| 187 |  $NICE | NICE Ltd. | $882 | 0.0% | +0% | — |
| 188 |  $BIPC | Brookfield Infrastructure Corp | $593 | 0.0% | +0% | — |
| 189 | — | ISHARES BIOTECHNOLOGY ETF | $511 | 0.0% | +0% | — |
| 190 |  $DJT | Trump Media & Technology Group Corp. | $396 | 0.0% | NEW | 22.2 |
| 191 |  $WDS | WOODSIDE ENERGY GROUP LTD | $382 | 0.0% | +0% | — |
| 192 |  $LILA | Liberty Latin America Ltd. | $370 | 0.0% | +0% | — |
| 193 |  $CMPS | COMPASS Pathways plc | $277 | 0.0% | NEW | — |
| 194 |  $UNL | United States 12 Month Natural Gas Fund, LP | $276 | 0.0% | +0% | — |
| 195 | — | ARK GENOMIC REVOLUTION ETF | $264 | 0.0% | +0% | — |
| 196 |  $MICC | Magnum Ice Cream Co N.V. | $150 | 0.0% | +0% | — |
| 197 |  $MYPS | PLAYSTUDIOS, Inc. | $70 | 0.0% | NEW | 28.7 |
New Positions (21)
VANGUARD SMALL CAP VALUE ETF$300,730
$ELV Elevance Health, Inc.$277,234 VANGUARD LARGE-CAP ETF$261,584
$OC Owens Corning$224,015$MRSH MARSH & MCLENNAN COMPANIES, INC.$220,282 VANGUARD VALUE ETF$207,610
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF$164,769
$APH AMPHENOL CORP /DE/$79,727 VANGUARD FTSE EMERGING MARKETS ETF$77,154
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13F Pro tracks comprehensive institutional data for Western Pacific Wealth Management, LP including:
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Accumulation & distribution patterns
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Peer comparison with similar funds
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AI-Powered Hedge Fund Analysis: Western Pacific Wealth Management, LP
13F Pro is an AI hedge fund tracker and stock research platform. For Western Pacific Wealth Management, LP (SEC CIK: 1907320), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Western Pacific Wealth Management, LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.