Western Pacific Wealth Management, LP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1907320
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
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% | 66.2 |
| 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)
$CHTR CHARTER COMMUNICATIONS, INC. /MO/
$SDA SunCar Technology Group Inc. STATE STREET SPDR S&P REGIONAL BANKING ETF
$UBER Uber Technologies, Inc
$VEEV VEEVA SYSTEMS INC UNUSUAL MACHS INC COM SHS
$NKE NIKE, Inc.
$WAT WATERS CORP /DE/
$BTC Grayscale Bitcoin Mini Trust ETF
$SOUN SOUNDHOUND AI, INC.
$TYL TYLER TECHNOLOGIES INC
$HOOD Robinhood Markets, Inc.
$PDI PIMCO Dynamic Income Fund
$BN BROOKFIELD Corp /ON/
$NNN NNN REIT, INC.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Western Pacific Wealth Management, LP including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Western Pacific Wealth Management, LP's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Western Pacific Wealth Management, LP and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
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.