Western Pacific Wealth Management, LP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1907320
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$110.6M
Holdings
181
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Western Pacific Wealth Management, LP disclosed 181 positions worth $110.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 17 new positions and exited 33 and a full exit from $CHTR. The portfolio is most concentrated in Technology (38.7% 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
StableVANGUARD DIVIDEND APPRECIA
11.7% weight
Held 10 quarters
VANGUARD HIGH DIVIDEND YIE
10.8% weight
Held 10 quarters
$AAPL7.5% weight
Held 10 quarters
$GOOG7.0% weight
Held 10 quarters
$AMZN6.4% weight
Held 10 quarters
VANGUARD HIGH DIVIDEND YIE
9 quarters accumulating
SCHWAB U.S. BROAD MARKET E
8 quarters accumulating
SCHWAB US DIVIDEND EQUITY
8 quarters accumulating
OAKMARK U.S. LARGE CAP ETF
6 quarters accumulating
VANGUARD DIVIDEND APPRECIA
5 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD DIVIDEND APPRECIATION ETF - ETF
—Quality
$12.9M54,660 shVANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF
—Quality
$11.9M75,442 sh- 76.4#84
Quality
$8.3M28,603 sh - 78.2
Quality
$7.8M21,722 sh - 68.7
Quality
$7.1M29,650 sh - 85.9
Quality
$6.7M33,364 sh - 79.8
Quality
$4.9M13,102 sh - 73.8
Quality
$4.7M9,478 sh OAKMARK U.S. LARGE CAP ETF - ETF
—Quality
$4.6M163,865 sh- 78.2
Quality
$4.5M12,798 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION ETF - ETF | — | $12.9M | 54,660 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | — | $11.9M | 75,442 |
| Apple Inc.$AAPL | 76.4#84 | $8.3M | 28,603 |
| Alphabet Inc.$GOOG | 78.2 | $7.8M | 21,722 |
| AMAZON COM INC$AMZN | 68.7 | $7.1M | 29,650 |
 NVIDIA CORP$NVDA | 85.9 | $6.7M | 33,364 |
 MICROSOFT CORP$MSFT | 79.8 | $4.9M | 13,102 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $4.7M | 9,478 |
| OAKMARK U.S. LARGE CAP ETF - ETF | — | $4.6M | 163,865 |
 Alphabet Inc.$GOOGL | 78.2 | $4.5M | 12,798 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Western Pacific Wealth Management, LP's 181 positions.
Showing top 10 of 181 holdings.
Sector Allocation
Technology
$42.8M
Other
$38.2M
Financials
$11.6M
Consumer Discretionary
$9.7M
Healthcare
$2.5M
Industrials
$2.1M
Communication Services
$1.1M
Consumer Staples
$751,661
Top Holdings — Western Pacific Wealth Management, LP (Q2 2026)
Top 150 of 181 disclosed positions (by reported value) 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 - ETF | $12.9M | 11.7% | +2% | — |
| 2 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | $11.9M | 10.8% | +2% | — |
| 3 | $AAPL | Apple Inc. | $8.3M | 7.5% | -1% | 76.4 |
| 4 | $GOOG | Alphabet Inc. | $7.8M | 7.0% | +1% | 78.2 |
| 5 | $AMZN | AMAZON COM INC | $7.1M | 6.4% | -1% | 68.7 |
| 6 | $NVDA | NVIDIA CORP | $6.7M | 6.0% | -0% | 85.9 |
| 7 | $MSFT | MICROSOFT CORP | $4.9M | 4.4% | -2% | 79.8 |
| 8 | $BRK.B | BERKSHIRE HATHAWAY INC | $4.7M | 4.3% | -4% | 73.8 |
| 9 | — | OAKMARK U.S. LARGE CAP ETF - ETF | $4.6M | 4.2% | +2% | — |
| 10 | $GOOGL | Alphabet Inc. | $4.5M | 4.1% | +0% | 78.2 |
| 11 | — | BARON TECHNOLOGY ETF - ETF | $3.4M | 3.0% | +12% | — |
| 12 |  $META | Meta Platforms, Inc. | $2.8M | 2.5% | -4% | 79.6 |
| 13 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.4M | 1.3% | +0% | — |
| 14 |  $AMD | ADVANCED MICRO DEVICES INC | $968,377 | 0.9% | -5% | 79.8 |
| 15 |  $COST | COSTCO WHOLESALE CORP /NEW | $945,760 | 0.9% | -1% | 66.2 |
| 16 |  $AVGO | Broadcom Inc. | $909,336 | 0.8% | +5% | 84.5 |
| 17 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $780,701 | 0.7% | +0% | — |
| 18 |  $PANW | Palo Alto Networks Inc | $757,064 | 0.7% | +0% | 65.5 |
| 19 |  $WTFC | WINTRUST FINANCIAL CORP | $680,943 | 0.6% | +0% | 60.3 |
| 20 |  $V | VISA INC. | $679,003 | 0.6% | +0% | 82.9 |
| 21 |  $PLTR | Palantir Technologies Inc. | $670,619 | 0.6% | +0% | 84.6 |
| 22 |  $SCHW | SCHWAB CHARLES CORP | $642,199 | 0.6% | +29% | 79.4 |
| 23 |  $ASML | ASML HOLDING NV | $616,726 | 0.6% | +32% | — |
| 24 |  $SPY | SPDR S&P 500 ETF TRUST | $584,911 | 0.5% | +0% | — |
| 25 | — | VANECK MORNINGSTAR WIDE MOAT ETF - ETF | $572,433 | 0.5% | -21% | — |
| 26 |  $MA | Mastercard Inc | $541,960 | 0.5% | -2% | 85.1 |
| 27 |  $MPC | Marathon Petroleum Corp | $540,742 | 0.5% | -12% | 61 |
| 28 |  $ELV | Elevance Health, Inc. | $537,941 | 0.5% | +47% | 59 |
| 29 |  $ABNB | Airbnb, Inc. | $528,611 | 0.5% | +0% | 71 |
| 30 |  $KDP | Keurig Dr Pepper Inc. | $521,716 | 0.5% | +0% | 64.6 |
| 31 |  $WFC | WELLS FARGO & COMPANY/MN | $499,943 | 0.5% | +0% | 61.8 |
| 32 | — | ALGER AI ENABLERS & ADOPTERS ETF - ETF | $493,597 | 0.5% | NEW | — |
| 33 |  $COF | CAPITAL ONE FINANCIAL CORP | $486,504 | 0.4% | +0% | 62.4 |
| 34 |  $SYY | SYSCO CORP | $485,600 | 0.4% | +0% | 54.7 |
| 35 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $434,175 | 0.4% | +105% | 66.2 |
| 36 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | $427,450 | 0.4% | +0% | — |
| 37 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $422,809 | 0.4% | +0% | 54.9 |
| 38 |  $CBRE | CBRE GROUP, INC. | $413,498 | 0.4% | +0% | 62.3 |
| 39 |  $AZO | AUTOZONE INC | $405,884 | 0.4% | +0% | 66.2 |
| 40 |  $C | CITIGROUP INC | $398,046 | 0.4% | -6% | 65 |
| 41 |  $ICE | Intercontinental Exchange, Inc. | $367,483 | 0.3% | +0% | 73.7 |
| 42 |  $MTN | VAIL RESORTS INC | $362,840 | 0.3% | +0% | 41.1 |
| 43 | — | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF - ETF | $336,361 | 0.3% | +0% | — |
| 44 |  $IQV | IQVIA HOLDINGS INC. | $330,986 | 0.3% | +0% | 61.4 |
| 45 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | $329,282 | 0.3% | +0% | — |
| 46 |  $OC | Owens Corning | $329,047 | 0.3% | +0% | 49.2 |
| 47 |  $JPM | JPMORGAN CHASE & CO | $301,844 | 0.3% | +0% | 70.7 |
| 48 | — | VANGUARD MORNINGSTAR LARGE-CAP ET - ETF | $301,025 | 0.3% | +0% | — |
| 49 |  $WDAY | Workday, Inc. | $295,644 | 0.3% | NEW | 75.5 |
| 50 |  $IBKR | Interactive Brokers Group, Inc. | $278,528 | 0.3% | +0% | 77 |
| 51 |  $WBD | Warner Bros. Discovery, Inc. | $267,800 | 0.2% | +0% | 41.4 |
| 52 |  $ICLR | ICON PLC | $254,485 | 0.2% | -49% | — |
| 53 |  $AER | AerCap Holdings N.V. | $250,013 | 0.2% | NEW | — |
| 54 |  $NFLX | NETFLIX INC | $249,900 | 0.2% | -39% | 78.8 |
| 55 | — | VANGUARD MORNINGSTAR VALUE ETF - ETF | $230,604 | 0.2% | +0% | — |
| 56 |  $VRSK | Verisk Analytics, Inc. | $230,157 | 0.2% | -3% | 71.2 |
| 57 |  $ACN | Accenture plc | $227,103 | 0.2% | NEW | — |
| 58 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETF | $219,430 | 0.2% | +0% | — |
| 59 |  $AXP | AMERICAN EXPRESS CO | $214,451 | 0.2% | +0% | 69.4 |
| 60 |  $ARCC | ARES CAPITAL CORP | $208,662 | 0.2% | +0% | — |
| 61 |  $ABBV | AbbVie Inc. | $208,106 | 0.2% | +0% | 72.6 |
| 62 |  $GM | General Motors Co | $206,343 | 0.2% | -2% | 54.3 |
| 63 |  $TOL | Toll Brothers, Inc. | $200,995 | 0.2% | +0% | 58.1 |
| 64 |  $USB | US BANCORP \DE\ | $193,461 | 0.2% | +0% | 65.3 |
| 65 |  $CRSP | CRISPR Therapeutics AG | $179,982 | 0.2% | +0% | 9.7 |
| 66 |  $BDX | BECTON DICKINSON & CO | $178,418 | 0.2% | +0% | 59 |
| 67 |  $WMT | Walmart Inc. | $178,385 | 0.2% | +0% | 60.2 |
| 68 |  $DASH | DoorDash, Inc. | $175,857 | 0.2% | +0% | 71 |
| 69 |  $MU | MICRON TECHNOLOGY INC | $173,144 | 0.2% | NEW | 86.2 |
| 70 | — | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF - ETF | $170,033 | 0.1% | +0% | — |
| 71 |  $GE | GENERAL ELECTRIC CO | $164,815 | 0.1% | NEW | 73.8 |
| 72 |  $CRM | Salesforce, Inc. | $159,637 | 0.1% | -65% | 77 |
| 73 |  $MNST | Monster Beverage Corp | $159,559 | 0.1% | -10% | 71.3 |
| 74 |  $IONQ | IonQ, Inc. | $157,543 | 0.1% | +78% | 30.2 |
| 75 |  $APH | AMPHENOL CORP /DE/ | $147,932 | 0.1% | +33% | 79.3 |
| 76 |  $UNH | UNITEDHEALTH GROUP INC | $144,224 | 0.1% | -13% | 62.7 |
| 77 | — | ISHARES SEMICONDUCTOR ETF - ETF | $142,249 | 0.1% | NEW | — |
| 78 |  $ABT | ABBOTT LABORATORIES | $141,736 | 0.1% | +0% | 65.5 |
| 79 |  $AMGN | AMGEN INC | $137,606 | 0.1% | +0% | 79.2 |
| 80 |  $MCD | MCDONALDS CORP | $137,108 | 0.1% | +0% | 69 |
| 81 |  $AMAT | APPLIED MATERIALS INC /DE | $121,464 | 0.1% | NEW | 72.3 |
| 82 |  $SNOW | Snowflake Inc. | $121,142 | 0.1% | -54% | 54.9 |
| 83 |  $A | AGILENT TECHNOLOGIES, INC. | $121,141 | 0.1% | -15% | 67.1 |
| 84 |  $ORLY | O REILLY AUTOMOTIVE INC | $120,914 | 0.1% | -0% | 67.4 |
| 85 |  $LIN | LINDE PLC | $118,837 | 0.1% | -28% | — |
| 86 |  $CRWD | CrowdStrike Holdings, Inc. | $118,287 | 0.1% | NEW | 67.7 |
| 87 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $114,322 | 0.1% | +0% | 52.1 |
| 88 |  $FWONA | Liberty Media Corp | $114,168 | 0.1% | +0% | 63.2 |
| 89 |  $RACE | Ferrari N.V. | $113,548 | 0.1% | +0% | — |
| 90 |  $IDXX | IDEXX LABORATORIES INC /DE | $110,552 | 0.1% | +0% | 73.8 |
| 91 |  $GLD | SPDR GOLD TRUST | $110,514 | 0.1% | -50% | — |
| 92 |  $WT | WisdomTree, Inc. | $110,502 | 0.1% | +0% | 59.9 |
| 93 |  $NBIS | Nebius Group N.V. | $110,468 | 0.1% | +0% | — |
| 94 |  $STX | Seagate Technology Holdings plc | $106,150 | 0.1% | NEW | — |
| 95 |  $CG | Carlyle Group Inc. | $104,349 | 0.1% | -13% | 59.8 |
| 96 |  $XOM.R34088 | EXXON MOBIL CORP | $100,241 | 0.1% | +0% | 57.9 |
| 97 | — | ISHARES S&P MID-CAP 400 VALUE ETF - ETF | $98,689 | 0.1% | +0% | — |
| 98 |  $TXN | TEXAS INSTRUMENTS INC | $95,382 | 0.1% | +22% | 73.4 |
| 99 |  $NOW | ServiceNow, Inc. | $93,025 | 0.1% | -24% | 72.9 |
| 100 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $91,186 | 0.1% | NEW | 64.4 |
| 101 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $85,205 | 0.1% | +0% | — |
| 102 |  $QCOM | QUALCOMM INC/DE | $85,003 | 0.1% | +0% | 70.5 |
| 103 |  $STK | Columbia Seligman Premium Technology Growth Fund, Inc. | $80,805 | 0.1% | NEW | — |
| 104 | — | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF - ETF | $77,798 | 0.1% | NEW | — |
| 105 |  $TRU | TransUnion | $74,665 | 0.1% | +0% | 65.6 |
| 106 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $71,524 | 0.1% | +278% | 61.7 |
| 107 |  $RDDT | Reddit, Inc. | $69,432 | 0.1% | +0% | 79.8 |
| 108 | — | ISHARES S&P 500 VALUE ETF - ETF | $68,426 | 0.1% | +0% | — |
| 109 |  $CPRT | COPART INC | $67,882 | 0.1% | -9% | 69.1 |
| 110 | — | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF - ETF | $67,802 | 0.1% | +0% | — |
| 111 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $67,558 | 0.1% | -2% | 65.1 |
| 112 |  $MLM | MARTIN MARIETTA MATERIALS INC | $64,590 | 0.1% | -30% | 62.9 |
| 113 |  $DUK | Duke Energy CORP | $63,750 | 0.1% | +0% | 56.4 |
| 114 |  $ISRG | INTUITIVE SURGICAL INC | $63,629 | 0.1% | +0% | 79.9 |
| 115 |  $SO | SOUTHERN CO | $63,600 | 0.1% | +0% | 62 |
| 116 |  $CVX | CHEVRON CORP | $62,932 | 0.1% | +0% | 62.8 |
| 117 |  $KO | COCA COLA CO | $60,871 | 0.1% | +0% | 69.5 |
| 118 |  $LLY | ELI LILLY & Co | $60,250 | 0.1% | +0% | 87.5 |
| 119 |  $BAC | BANK OF AMERICA CORP /DE/ | $57,155 | 0.1% | +0% | 67.6 |
| 120 |  $CAVA | CAVA GROUP, INC. | $56,506 | 0.1% | -12% | 57.1 |
| 121 |  $CASY | CASEYS GENERAL STORES INC | $56,430 | 0.1% | +0% | 65.1 |
| 122 |  $LMT | LOCKHEED MARTIN CORP | $56,147 | 0.1% | +0% | 65.6 |
| 123 |  $INTU | INTUIT INC. | $55,593 | 0.1% | -19% | 79.3 |
| 124 |  $TSLA | Tesla, Inc. | $52,575 | 0.1% | +0% | 53.9 |
| 125 |  $HDB | HDFC BANK LTD | $51,660 | 0.1% | -6% | — |
| 126 |  $DIS | Walt Disney Co | $49,278 | 0.0% | +0% | 60.1 |
| 127 | — | SCHWAB U.S. BROAD MARKET ETF - ETF | $46,137 | 0.0% | +0% | — |
| 128 |  $ORCL | ORACLE CORP | $43,965 | 0.0% | +0% | 67.9 |
| 129 |  $CW | CURTISS WRIGHT CORP | $39,404 | 0.0% | NEW | 69.5 |
| 130 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $39,298 | 0.0% | NEW | — |
| 131 |  $MLI | MUELLER INDUSTRIES INC | $37,862 | 0.0% | +0% | 68.7 |
| 132 | — | VANGUARD EXTENDED MARKET ETF - ETF | $36,932 | 0.0% | +0% | — |
| 133 |  $KKR | KKR & Co. Inc. | $35,519 | 0.0% | +0% | 54.3 |
| 134 |  $HD | HOME DEPOT, INC. | $35,099 | 0.0% | +0% | 60.3 |
| 135 |  $RGTI | Rigetti Computing, Inc. | $34,776 | 0.0% | +800% | 14.3 |
| 136 |  $MRK | Merck & Co., Inc. | $33,850 | 0.0% | +0% | 59.9 |
| 137 |  $CME | CME GROUP INC. | $31,087 | 0.0% | +0% | 69.5 |
| 138 | $FWONA | Liberty Media Corp | $30,639 | 0.0% | +0% | 63.2 |
| 139 |  $DELL | Dell Technologies Inc. | $30,202 | 0.0% | +0% | 71.2 |
| 140 |  $CRVS | Corvus Pharmaceuticals, Inc. | $29,880 | 0.0% | +0% | — |
| 141 |  $BIP | Brookfield Infrastructure Partners L.P. | $28,170 | 0.0% | -13% | — |
| 142 |  $BX | Blackstone Inc. | $21,416 | 0.0% | -85% | 74.4 |
| 143 |  $SBUX | STARBUCKS CORP | $20,438 | 0.0% | -80% | 58.2 |
| 144 |  $CRWV | CoreWeave, Inc. | $19,908 | 0.0% | +0% | 52.2 |
| 145 |  $QBTS | D-Wave Quantum Inc. | $19,192 | 0.0% | +300% | 27.9 |
| 146 |  $JNJ | JOHNSON & JOHNSON | $19,048 | 0.0% | +0% | 69 |
| 147 |  $AN | AUTONATION, INC. | $18,579 | 0.0% | +0% | 47.8 |
| 148 |  $BMO | BANK OF MONTREAL /CAN/ | $18,023 | 0.0% | +219% | 76 |
| 149 |  $RY | ROYAL BANK OF CANADA | $17,179 | 0.0% | +152% | 74.8 |
| 150 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $16,800 | 0.0% | -52% | 68.4 |
New Positions (17)
ALGER AI ENABLERS & ADOPTERS ETF - ETF$493,597
$WDAY Workday, Inc.$295,644$AER AerCap Holdings N.V.$250,013$ACN Accenture plc$227,103$MU MICRON TECHNOLOGY INC$173,144$GE GENERAL ELECTRIC CO$164,815 ISHARES SEMICONDUCTOR ETF - ETF$142,249
$AMAT APPLIED MATERIALS INC /DE$121,464$CRWD CrowdStrike Holdings, Inc.$118,287$STX Seagate Technology Holdings plc$106,150$WST WEST PHARMACEUTICAL SERVICES INC$91,186$STK Columbia Seligman Premium Technology Growth Fund, Inc.$80,805 GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF - ETF$77,798
$CW CURTISS WRIGHT CORP$39,404$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$39,298Exited Positions (33)
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