Western Pacific Wealth Management, LP
Sector Allocation
- Technology41.3%$49.1M
- Other34.9%$41.5M
- Financials9.9%$11.8M
- Consumer Discretionary7.5%$8.9M
- Healthcare2.4%$2.9M
- Consumer Staples1.4%$1.7M
- Communication Services0.8%$983,209
- Industrials0.6%$715,929
- Materials0.3%$405,632
- Real Estate0.3%$394,403
AUM History
13fpro.ai/research/fund/western-pacific-wealth-management-lp-1907320
Conviction and streaks
Stable · top 10 = 65.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$12.8M
- VANGUARD$11.7M
AAPL
$9.2MGOOGL
$7.7MNVDA
$7.5MAMZN
$7.2MMSFT
$6.5M- OAKMARK$6.3M
BRK.B
$4.7MGOOG
$4.4MMETA
$3.5M- BARON$3.4M
- ALGER$2.3M
TSM
$1.3MPLTR
$1.1MAMD
$1.1MCOST
$878KAVGO
$872KPANW
$823KMU
$803K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/western-pacific-wealth-management-lp-1907320
Western Pacific Wealth Management, LP 13F holdings — Q3 2026
$118.7M portfolio (+7.3% QoQ) · 180 holdings · Q3 2026 13F · top 10 are 66% of the stock portfolio
- 1
VANGUARD DIVIDEND APPRECIATION ETF - ETF
$12.8M
10.8% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF
$11.7M
9.9% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— $9.2M
7.7% of stocks
-4%This quarter+0.1%Since filed8+ qtrsHeld$7.7M
6.5% of stocks
+3%This quarter-6.7%Since filed8+ qtrsHeld$7.5M
6.3% of stocks
-1%This quarter+0.9%Since filed8+ qtrsHeld$7.2M
6.1% of stocks
-2%This quarter-0.4%Since filed8+ qtrsHeldAIQuality67.5#361Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$6.5M
5.5% of stocks
-3%This quarter+0.7%Since filed8+ qtrsHeld- 8
OAKMARK U.S. LARGE CAP ETF - ETF
$6.3M
5.3% of stocks
+32%This quarter—Since filed—HeldAIQuality—Est. buy— $4.7M
4.0% of stocks
No changeThis quarter—Since filed8+ qtrsHeld$4.4M
3.7% of stocks
No changeThis quarter-6.7%Since filed8+ qtrsHeld
All holdings — Western Pacific Wealth Management, LP (Q3 2026)
180 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Meta Platforms, Inc. | Technology | $3.5M | 3.0% | 4,869 | -1% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | BARON TECHNOLOGY ETF - ETFetf/fund | — | $3.4M | 2.9% | 110K | +7% | — | — | 13F |
| 13 | — | ALGER AI ENABLERS & ADOPTERS ETF - ETFetf/fund | — | $2.3M | 1.9% | 49K | +355% | — | — | 13F |
| 14 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $1.3M | 1.1% | 2,910 | -2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Palantir Technologies Inc. | Technology | $1.1M | 0.9% | 5,798 | +0.9% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ADVANCED MICRO DEVICES INC | Technology | $1.1M | 0.9% | 1,737 | +4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $878K | 0.7% | 964 | -5% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Broadcom Inc. | Technology | $872K | 0.7% | 2,482 | +3% | 8+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Palo Alto Networks Inc | Technology | $823K | 0.7% | 2,072 | -7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | MICRON TECHNOLOGY INC | Technology | $803K | 0.7% | 754 | +403% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $784K | 0.7% | 1,060 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | VISA INC. | Financials | $711K | 0.6% | 1,979 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | SCHWAB CHARLES CORP | Financials | $680K | 0.6% | 6,960 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Intercontinental Exchange, Inc. | Financials | $648K | 0.6% | 4,265 | +43% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | MARSH & MCLENNAN COMPANIES, INC. | Financials | $618K | 0.5% | 3,620 | +39% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $WTFC | WINTRUST FINANCIAL CORP | Financials | $601K | 0.5% | 4,237 | — | |||
| 27 | $SPY | SPDR S&P 500 ETF TRUST | — | $598K | 0.5% | 784 | +0.1% | |||
| 28 | $ABNB | Airbnb, Inc. | Technology | $593K | 0.5% | 3,694 | — | |||
| 29 | — | VANECK MORNINGSTAR WIDE MOAT ETF - ETF | — | $582K | 0.5% | 5,506 | — | |||
| 30 | $ASML | ASML HOLDING NV | Technology | $562K | 0.5% | 310 | — | |||
| 31 | $ELV | Elevance Health, Inc. | Healthcare | $541K | 0.5% | 1,391 | — | |||
| 32 | $MA | Mastercard Inc | Financials | $510K | 0.4% | 925 | -12% | |||
| 33 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $484K | 0.4% | 6,050 | — | |||
| 34 | $KDP | Keurig Dr Pepper Inc. | Consumer Staples | $484K | 0.4% | 16K | — | |||
| 35 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $468K | 0.4% | 2,425 | — | |||
| 36 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $461K | 0.4% | 1,713 | — | |||
| 37 | $WDAY | Workday, Inc. | Technology | $460K | 0.4% | 2,415 | — | |||
| 38 | $SYY | SYSCO CORP | Consumer Discretionary | $453K | 0.4% | 5,810 | — | |||
| 39 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | — | $425K | 0.4% | 5,000 | — | |||
| 40 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $422K | 0.4% | 5,673 | — | |||
| 41 | $NFLX | NETFLIX INC | Communication Services | $422K | 0.4% | 6,060 | +73% | |||
| 42 | $CBRE | CBRE GROUP, INC. | Real Estate | $394K | 0.3% | 3,070 | — | |||
| 43 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | — | $381K | 0.3% | 6,200 | — | |||
| 44 | $C | CITIGROUP INC | Financials | $368K | 0.3% | 2,844 | — | |||
| 45 | $MTN | VAIL RESORTS INC | Communication Services | $366K | 0.3% | 2,665 | — | |||
| 46 | $AZO | AUTOZONE INC | Consumer Discretionary | $359K | 0.3% | 127 | — | |||
| 47 | $ACN | Accenture plc | Technology | $335K | 0.3% | 1,825 | — | |||
| 48 | — | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF - ETF | — | $320K | 0.3% | 1,384 | — | |||
| 49 | — | VANGUARD MORNINGSTAR LARGE-CAP ETF - ETF | — | $308K | 0.3% | 875 | — | |||
| 50 | $JPM | JPMORGAN CHASE & CO | Financials | $305K | 0.3% | 922 | — | |||
| 51 | $CRM | Salesforce, Inc. | Technology | $298K | 0.3% | 1,299 | +27% | |||
| 52 | $IBKR | Interactive Brokers Group, Inc. | Financials | $273K | 0.2% | 3,200 | — | |||
| 53 | $ICLR | ICON PLC | Healthcare | $249K | 0.2% | 1,465 | — | |||
| 54 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $247K | 0.2% | 483 | +188% | |||
| 55 | $AER | AerCap Holdings N.V. | Industrials | $246K | 0.2% | 1,715 | — | |||
| 56 | $OC | Owens Corning | Materials | $242K | 0.2% | 2,070 | — | |||
| 57 | — | VANGUARD MORNINGSTAR VALUE ETF - ETF | — | $229K | 0.2% | 1,058 | — | |||
| 58 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETF | — | $222K | 0.2% | 1,000 | — | |||
| 59 | $VRSK | Verisk Analytics, Inc. | Technology | $221K | 0.2% | 1,317 | +3% | |||
| 60 | $ABBV | AbbVie Inc. | Healthcare | $216K | 0.2% | 827 | — | |||
| 61 | $ARCC | ARES CAPITAL CORP | Other | $215K | 0.2% | 11K | — | |||
| 62 | $BDX | BECTON DICKINSON & CO | Healthcare | $211K | 0.2% | 1,179 | — | |||
| 63 | $GM | General Motors Co | Consumer Discretionary | $206K | 0.2% | 2,677 | — | |||
| 64 | $AXP | AMERICAN EXPRESS CO | Financials | $193K | 0.2% | 634 | — | |||
| 65 | $USB | US BANCORP \DE\ | Financials | $185K | 0.2% | 3,203 | — | |||
| 66 | $CRSP | CRISPR Therapeutics AG | Healthcare | $183K | 0.1% | 3,300 | — | |||
| 67 | — | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF - ETF | — | $180K | 0.1% | 1,650 | — | |||
| 68 | $GE | GENERAL ELECTRIC CO | Industrials | $177K | 0.1% | 566 | +28% | |||
| 69 | $DASH | DoorDash, Inc. | Consumer Discretionary | $175K | 0.1% | 953 | — | |||
| 70 | $WMT | Walmart Inc. | Consumer Staples | $164K | 0.1% | 1,575 | — | |||
| 71 | $SNOW | Snowflake Inc. | Technology | $163K | 0.1% | 480 | +0.8% | |||
| 72 | $APH | AMPHENOL CORP /DE/ | Technology | $162K | 0.1% | 1,918 | +129% | |||
| 73 | $AMGN | AMGEN INC | Healthcare | $160K | 0.1% | 380 | — | |||
| 74 | $ABT | ABBOTT LABORATORIES | Healthcare | $154K | 0.1% | 1,562 | — | |||
| 75 | $STX | Seagate Technology Holdings plc | Technology | $152K | 0.1% | 165 | +50% | |||
| 76 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $149K | 0.1% | 562 | +263% | |||
| 77 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $140K | 0.1% | 811 | -11% | |||
| 78 | $NOW | ServiceNow, Inc. | Technology | $133K | 0.1% | 993 | +6% | |||
| 79 | $IONQ | IonQ, Inc. | Technology | $130K | 0.1% | 2,958 | — | |||
| 80 | — | ISHARES SEMICONDUCTOR ETF - ETF | — | $126K | 0.1% | 222 | — | |||
| 81 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $125K | 0.1% | 340 | -2% | |||
| 82 | $TXN | TEXAS INSTRUMENTS INC | Technology | $120K | 0.1% | 429 | +34% | |||
| 83 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $119K | 0.1% | 733 | — | |||
| 84 | $GLD | SPDR GOLD TRUST | Financials | $114K | 0.1% | 300 | — | |||
| 85 | $FWONA | Liberty Media Corp | Communication Services | $111K | 0.1% | 1,200 | — | |||
| 86 | $WT | WisdomTree, Inc. | Financials | $109K | 0.1% | 972 | — | |||
| 87 | $MNST | Monster Beverage Corp | Consumer Staples | $107K | 0.1% | 2,562 | +54% | |||
| 88 | $CG | Carlyle Group Inc. | Financials | $106K | 0.1% | 2,665 | +8% | |||
| 89 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $102K | 0.1% | 195 | -7% | |||
| 90 | $NBIS | Nebius Group N.V. | Technology | $94K | 0.1% | 400 | — | |||
| 91 | $WST | WEST PHARMACEUTICAL SERVICES INC | Healthcare | $94K | 0.1% | 254 | — | |||
| 92 | $LIN | LINDE PLC | Materials | $94K | 0.1% | 198 | -14% | |||
| 93 | — | ISHARES S&P MID-CAP 400 VALUE ETF - ETF | — | $92K | 0.1% | 668 | — | |||
| 94 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $90K | 0.1% | 607 | — | |||
| 95 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | — | $85K | 0.1% | 1,427 | — | |||
| 96 | $QCOM | QUALCOMM INC/DE | Technology | $85K | 0.1% | 460 | — | |||
| 97 | $TOL | Toll Brothers, Inc. | Industrials | $82K | 0.1% | 610 | -50% | |||
| 98 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $82K | 0.1% | 230 | +19% | |||
| 99 | $STK | Columbia Seligman Premium Technology Growth Fund, Inc. | Other | $81K | 0.1% | 1,500 | — | |||
| 100 | $MCD | MCDONALDS CORP | Consumer Discretionary | $80K | 0.1% | 348 | -31% | |||
| 101 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $79K | 0.1% | 926 | -29% | |||
| 102 | $CVX | CHEVRON CORP | Energy | $78K | 0.1% | 380 | — | |||
| 103 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $70K | 0.1% | 464 | +102% | |||
| 104 | — | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF - ETF | — | $69K | 0.1% | 3,221 | — | |||
| 105 | — | ISHARES S&P 500 VALUE ETF - ETF | — | $69K | 0.1% | 301 | — | |||
| 106 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $65K | 0.1% | 160 | — | |||
| 107 | $KO | COCA COLA CO | Consumer Staples | $64K | 0.1% | 749 | — | |||
| 108 | $OKTA | Okta, Inc. | Technology | $63K | 0.1% | 300 | New | |||
| 109 | $LLY | ELI LILLY & Co | Healthcare | $58K | 0.1% | 50 | — | |||
| 110 | $DUK | Duke Energy CORP | Utilities | $57K | 0.1% | 504 | — | |||
| 111 | $RDDT | Reddit, Inc. | Technology | $57K | 0.1% | 400 | — | |||
| 112 | $LMT | LOCKHEED MARTIN CORP | Industrials | $56K | 0.1% | 110 | — | |||
| 113 | $SO | SOUTHERN CO | Utilities | $55K | 0.1% | 665 | — | |||
| 114 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $55K | 0.1% | 1,003 | — | |||
| 115 | $DIS | Walt Disney Co | Communication Services | $54K | 0.1% | 516 | +0.8% | |||
| 116 | $TRU | TransUnion | Financials | $53K | 0.0% | 874 | -16% | |||
| 117 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $50K | 0.0% | 1,571 | -21% | |||
| 118 | — | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF - ETF | — | $49K | 0.0% | 874 | -38% | |||
| 119 | — | SCHWAB U.S. BROAD MARKET ETF - ETF | — | $47K | 0.0% | 1,598 | +0.3% | |||
| 120 | $MLI | MUELLER INDUSTRIES INC | Materials | $45K | 0.0% | 749 | +143% | |||
| 121 | $OKE | ONEOK INC /NEW/ | Energy | $45K | 0.0% | 530 | New | |||
| 122 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $45K | 0.0% | 74 | +4% | |||
| 123 | $HDB | HDFC BANK LTD | Financials | $45K | 0.0% | 2,000 | — | |||
| 124 | $TSLA | Tesla, Inc. | Consumer Discretionary | $44K | 0.0% | 125 | — | |||
| 125 | $ORCL | ORACLE CORP | Technology | $41K | 0.0% | 300 | — | |||
| 126 | $TWLO | TWILIO INC | Technology | $39K | 0.0% | 135 | New | |||
| 127 | $CAVA | CAVA GROUP, INC. | Consumer Discretionary | $39K | 0.0% | 720 | — | |||
| 128 | $MRK | Merck & Co., Inc. | Healthcare | $38K | 0.0% | 263 | — | |||
| 129 | $CME | CME GROUP INC. | Financials | $37K | 0.0% | 141 | — | |||
| 130 | — | VANGUARD EXTENDED MARKET ETF - ETF | — | $35K | 0.0% | 150 | — | |||
| 131 | $CW | CURTISS WRIGHT CORP | Industrials | $33K | 0.0% | 61 | +17% | |||
| 132 | $FWONA | Liberty Media Corp | Communication Services | $30K | 0.0% | 350 | — | |||
| 133 | $MRNA | Moderna, Inc. | Healthcare | $29K | 0.0% | 150 | New | |||
| 134 | $RGTI | Rigetti Computing, Inc. | Technology | $28K | 0.0% | 1,800 | — | |||
| 135 | $BIP | Brookfield Infrastructure Partners L.P. | Industrials | $27K | 0.0% | 772 | — | |||
| 136 | $KKR | KKR & Co. Inc. | Financials | $26K | 0.0% | 282 | -27% | |||
| 137 | $GLW | CORNING INC /NY | Materials | $25K | 0.0% | 160 | New | |||
| 138 | $DELL | Dell Technologies Inc. | Technology | $24K | 0.0% | 45 | -36% | |||
| 139 | $CRVS | Corvus Pharmaceuticals, Inc. | Healthcare | $23K | 0.0% | 2,000 | — | |||
| 140 | $BX | Blackstone Inc. | Financials | $20K | 0.0% | 182 | — | |||
| 141 | $JNJ | JOHNSON & JOHNSON | Healthcare | $20K | 0.0% | 75 | — | |||
| 142 | $CPRT | COPART INC | Consumer Discretionary | $19K | 0.0% | 698 | -71% | |||
| 143 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $19K | 0.0% | 200 | — | |||
| 144 | $CRWV | CoreWeave, Inc. | Technology | $17K | 0.0% | 200 | — | |||
| 145 | $BMO | BANK OF MONTREAL /CAN/ | Financials | $17K | 0.0% | 102 | — | |||
| 146 | $RY | ROYAL BANK OF CANADA | Financials | $16K | 0.0% | 83 | — | |||
| 147 | $AN | AUTONATION, INC. | Consumer Discretionary | $16K | 0.0% | 100 | — | |||
| 148 | $SHOP | SHOPIFY INC. | Technology | $15K | 0.0% | 100 | — | |||
| 149 | $QBTS | D-Wave Quantum Inc. | Technology | $13K | 0.0% | 800 | — | |||
| 150 | $ONB | OLD NATIONAL BANCORP /IN/ | Financials | $13K | 0.0% | 532 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 5 new, 34 added to, 24 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
Added to (34)
- ALGER AI ENABLERS & ADOPTERS ETF - ETF+355%
now $2.3M
- OAKMARK U.S. LARGE CAP ETF - ETF+32%
now $6.3M
$MUMICRON TECHNOLOGY INC+403%
now $803K · held 2 qtrs, 2 adds in a row
$GOOGLAlphabet Inc.+3%
now $7.7M · held 8+ qtrs
- BARON TECHNOLOGY ETF - ETF+7%
now $3.4M
$ICEIntercontinental Exchange, Inc.+43%
now $648K · held 8+ qtrs
+28 more in the Excel export
Trimmed (24)
$AAPLApple Inc.-4%
now $9.2M · held 8+ qtrs
$MSFTMICROSOFT CORP-3%
now $6.5M · held 8+ qtrs, 2 trims in a row
$AMZNAMAZON COM INC-2%
now $7.2M · held 8+ qtrs, 3 trims in a row
$RACEFerrari N.V.-91%
now $11K · held 8+ qtrs
$NVDANVIDIA CORP-1%
now $7.5M · held 8+ qtrs
$TOLToll Brothers, Inc.-50%
now $82K · held 8+ qtrs
+18 more in the Excel export
Holdings by quarter
Every 13F Western Pacific Wealth Management, LP has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow Western Pacific Wealth Management?
Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Western Pacific Wealth Management's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-2.1%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 14% over the last 4
Top 10 weight
66%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Western Pacific Wealth Management, LP disclosed 180 positions worth $118.7M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 5 new positions and exited 6 — including a new stake in $OKTA and a full exit from $MPC. The portfolio is most concentrated in Technology (41.3% 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.
Funds like this
managers whose biggest positions overlap Western Pacific Wealth Management'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
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 an AI quality ranking built from its SEC filings (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.