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Western Pacific Wealth Management

Latest statistics and disclosures from Western Pacific Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VIG, VYM, AAPL, GOOGL, AMZN, and represent 43.36% of Western Pacific Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ALAI, BCTK, WDAY, AER, VIG, ACN, MRSH, VYM, MU, ELV.
Started 18 new stock positions in CRWD, CW, SOXX, AMAT, AER, WDAY, ACN, GPIX, STK, GE. ARM, SPCX, STX, NU, ALAI, Exxon Mobil Corp, MU, WST.
Reduced shares in these 10 stocks: CHTR, CRM, ICLR, BRK.B, NFLX, MOAT, SNOW, , META, .
Sold out of its positions in ADBE, GPT, NIXT, ABEV, BP, BHP, BN, BIPC, CHTR, CRWS.
Western Pacific Wealth Management was a net buyer of stock by $779k.
Western Pacific Wealth Management has $111M in assets under management (AUM), dropping by 12.45%.
Central Index Key (CIK): 0001907320

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Portfolio Holdings for Western Pacific Wealth Management

Western Pacific Wealth Management holds 181 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Dividend Appreciation Etf Etf (VIG)	11.7	$13M		55k	236.62	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	10.8	$12M		75k	158.03	View chart
Apple Stock (AAPL)	7.5	$8.3M		29k	289.36	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	7.0	$7.8M		22k	357.36	View chart
Amazon Stock (AMZN)	6.4	$7.1M		30k	238.34	View chart
Nvidia Corporation Stock (NVDA)	6.0	$6.7M		33k	200.09	View chart
Microsoft Corp Stock (MSFT)	4.4	$4.9M	-2%	13k	373.02	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	4.3	$4.7M	-4%	9.5k	500.39	View chart
Oakmark U.s. Large Cap Etf Etf (OAKM)	4.2	$4.6M	+2%	164k	28.17	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	4.1	$4.5M		13k	353.34	View chart
Baron Technology Etf Etf (BCTK)	3.0	$3.4M	+12%	103k	32.48	View chart
Meta Platforms Inc Cl A Stock (META)	2.5	$2.8M	-4%	4.9k	563.34	View chart
Taiwan Semiconductor Manufact Adr (TSM)	1.3	$1.4M		3.0k	477.57	View chart
Advanced Micro Devices Stock (AMD)	0.9	$968k	-4%	1.7k	580.91	View chart
Costco Wholesale Corporation Stock (COST)	0.9	$946k		1.0k	935.47	View chart
Broadcom Stock (AVGO)	0.8	$909k	+5%	2.4k	377.79	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.7	$781k		1.1k	736.51	View chart
Palo Alto Networks Stock (PANW)	0.7	$757k		2.2k	341.02	View chart
Wintrust Finl Corp Stock (WTFC)	0.6	$681k		4.2k	160.71	View chart
Visa Inc Com Cl A Stock (V)	0.6	$679k		2.0k	343.10	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.6	$671k		5.7k	116.67	View chart
Schwab Charles Corp Stock (SCHW)	0.6	$642k	+28%	7.0k	92.27	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.6	$617k	+31%	310.00	1989.44	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.5	$585k		783.00	747.01	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.5	$572k	-21%	5.5k	103.97	View chart
Mastercard Incorporated Cl A Stock (MA)	0.5	$542k	-2%	1.1k	513.71	View chart
Marathon Pete Corp Stock (MPC)	0.5	$541k	-11%	2.1k	255.67	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.5	$538k	+46%	1.4k	386.73	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.5	$529k		3.7k	143.10	View chart
Keurig Dr Pepper Stock (KDP)	0.5	$522k		16k	32.73	View chart
Wells Fargo & Co Stock (WFC)	0.5	$500k		6.1k	82.64	View chart
Alger Ai Enablers & Adopters Etf Etf (ALAI)	0.4	$494k	NEW	11k	45.64	View chart
Capital One Finl Corp Stock (COF)	0.4	$487k		2.4k	200.62	View chart
Sysco Corp Stock (SYY)	0.4	$486k		5.8k	83.58	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.4	$434k	+105%	2.6k	166.67	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.4	$428k		5.0k	85.49	View chart
American Intl Group Stock (AIG)	0.4	$423k		5.7k	74.53	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.4	$414k		3.1k	134.69	View chart
Autozone Stock (AZO)	0.4	$406k		127.00	3195.94	View chart
Citigroup Stock (C)	0.4	$398k	-6%	2.8k	139.96	View chart
Intercontinental Exchange Stock (ICE)	0.3	$368k		3.0k	123.11	View chart
Vail Resorts Stock (MTN)	0.3	$363k		2.7k	136.15	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.3	$336k		1.4k	243.04	View chart
Iqvia Hldgs Stock (IQV)	0.3	$331k		1.7k	193.22	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.3	$329k		6.2k	53.11	View chart
Owens Corning Stock (OC)	0.3	$329k		2.1k	158.96	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$302k		922.00	327.38	View chart
Vanguard Morningstar Large-cap Et Etf (VV)	0.3	$301k		875.00	344.03	View chart
Workday Inc Cl A Stock (WDAY)	0.3	$296k	NEW	2.4k	122.42	View chart
Interactive Brokers Group Inc Com Cl A Stock (IBKR)	0.3	$279k		3.2k	87.04	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.2	$268k		10k	26.66	View chart
Icon Pub Stock (ICLR)	0.2	$255k	-48%	1.5k	173.71	View chart
Aercap Holdings Nv Stock (AER)	0.2	$250k	NEW	1.7k	145.78	View chart
Netflix Stock (NFLX)	0.2	$250k	-39%	3.5k	71.40	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.2	$231k		1.1k	217.96	View chart
Verisk Analytics Stock (VRSK)	0.2	$230k	-2%	1.3k	179.53	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$227k	NEW	1.8k	124.44	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$219k		1.0k	219.43	View chart
American Express Stock (AXP)	0.2	$215k		634.00	338.25	View chart
Ares Capital Corp Cef (ARCC)	0.2	$209k		11k	18.53	View chart
Abbvie Stock (ABBV)	0.2	$208k		827.00	251.64	View chart
General Mtrs Stock (GM)	0.2	$206k		2.7k	77.08	View chart
Toll Brothers Stock (TOL)	0.2	$201k		1.2k	164.75	View chart
Us Bancorp Stock (USB)	0.2	$194k		3.2k	60.40	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.2	$180k		3.3k	54.54	View chart
Becton Dickinson & Co Stock (BDX)	0.2	$178k		1.2k	151.33	View chart
Walmart Stock (WMT)	0.2	$178k		1.6k	113.26	View chart
Doordash Inc Cl A Stock (DASH)	0.2	$176k		953.00	184.53	View chart
Micron Technology Stock (MU)	0.2	$173k	NEW	150.00	1154.29	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.2	$170k		1.7k	103.05	View chart
Ge Aerospace Stock (GE)	0.1	$165k	NEW	441.00	373.73	View chart
Salesforce Stock (CRM)	0.1	$160k	-64%	1.0k	156.66	View chart
Monster Beverage Corp Stock (MNST)	0.1	$160k	-9%	1.7k	96.12	View chart
Ionq Stock (IONQ)	0.1	$158k	+78%	3.0k	53.26	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$148k	+32%	839.00	176.32	View chart
Unitedhealth Group Stock (UNH)	0.1	$144k	-12%	347.00	415.63	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$142k	NEW	222.00	640.76	View chart
Abbott Laboratories Stock (ABT)	0.1	$142k		1.6k	90.74	View chart
Amgen Stock (AMGN)	0.1	$138k		380.00	362.12	View chart
Mcdonalds Corp Stock (MCD)	0.1	$137k		507.00	270.43	View chart
Applied Matls Stock (AMAT)	0.1	$122k	NEW	168.00	723.00	View chart
Snowflake Stock (SNOW)	0.1	$121k	-54%	476.00	254.50	View chart
Agilent Technologies Stock (A)	0.1	$121k	-14%	912.00	132.83	View chart
Oreilly Automotive Stock (ORLY)	0.1	$121k		1.3k	92.09	View chart
Linde Stock (LIN)	0.1	$119k	-27%	229.00	518.94	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$118k	NEW	155.00	763.14	View chart
C H Robinson Worldwide In Stock (CHRW)	0.1	$114k		607.00	188.34	View chart
Liberty Media Corp Del Com Lbty One S C Stock (FWONK)	0.1	$114k		1.2k	95.14	View chart
Ferrari N V Stock (RACE)	0.1	$114k		305.00	372.29	View chart
Idexx Labs Stock (IDXX)	0.1	$111k		210.00	526.44	View chart
Spdr Gold Shares Etf (GLD)	0.1	$111k	-50%	300.00	368.38	View chart
Wisdomtree U.s. High Dividend Fund Etf (DHS)	0.1	$111k		972.00	113.69	View chart
Nebius Group N.v. Shs Class A Stock (NBIS)	0.1	$111k		400.00	276.17	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$106k	NEW	110.00	965.00	View chart
Carlyle Group Stock (CG)	0.1	$104k	-13%	2.5k	42.11	View chart
Exxonmobil Holdings Corp Stock	0.1	$100k	NEW	733.00	136.75	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.1	$99k		668.00	147.74	View chart
Texas Instrs Stock (TXN)	0.1	$95k	+22%	320.00	298.07	View chart
Servicenow Stock (NOW)	0.1	$93k	-24%	937.00	99.28	View chart
West Pharmaceutical Svsc Stock (WST)	0.1	$91k	NEW	254.00	359.00	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$85k		1.4k	59.71	View chart
Qualcomm Stock (QCOM)	0.1	$85k		460.00	184.79	View chart
Columbia Seligm Prem Tech Grw Cef (STK)	0.1	$81k	NEW	1.5k	53.87	View chart
Goldman Sachs S&p 500 Premium Income Etf Etf (GPIX)	0.1	$78k	NEW	1.4k	55.57	View chart
Transunion Stock (TRU)	0.1	$75k		1.0k	72.14	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$72k	+278%	193.00	370.59	View chart
Reddit Inc Cl A Stock (RDDT)	0.1	$69k		400.00	173.58	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$68k		301.00	227.33	View chart
Copart Stock (CPRT)	0.1	$68k	-8%	2.4k	28.19	View chart
Ershares Private-public Crossover Etf Etf (XOVR)	0.1	$68k		3.2k	21.05	View chart
Chipotle Mexican Grill Stock (CMG)	0.1	$68k		2.0k	34.00	View chart
Martin Marietta Matls Stock (MLM)	0.1	$65k	-29%	112.00	576.70	View chart
Duke Energy Corp Stock (DUK)	0.1	$64k		504.00	126.49	View chart
Intuitive Surgical Stock (ISRG)	0.1	$64k		160.00	397.68	View chart
Southern Stock (SO)	0.1	$64k		665.00	95.64	View chart
Chevron Corporation Stock (CVX)	0.1	$63k		380.00	165.61	View chart
Coca Cola Stock (KO)	0.1	$61k		749.00	81.27	View chart
Eli Lilly & Co Stock (LLY)	0.1	$60k		50.00	1205.00	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$57k		1.0k	56.98	View chart
Cava Group Stock (CAVA)	0.1	$57k	-12%	720.00	78.48	View chart
Caseys Gen Stores Stock (CASY)	0.1	$56k		71.00	794.79	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$56k		110.00	510.43	View chart
Intuit Stock (INTU)	0.1	$56k	-18%	213.00	261.00	View chart
Tesla Stock (TSLA)	0.0	$53k		125.00	420.60	View chart
Hdfc Bank Adr (HDB)	0.0	$52k	-6%	2.0k	25.83	View chart
Disney Walt Stock (DIS)	0.0	$49k		512.00	96.25	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$46k		1.6k	28.96	View chart
Oracle Corp Stock (ORCL)	0.0	$44k		300.00	146.55	View chart
Curtiss Wright Corp Stock (CW)	0.0	$39k	NEW	52.00	757.77	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.0	$39k	NEW	230.00	170.86	View chart
Mueller Inds Stock (MLI)	0.0	$38k		308.00	122.93	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$37k		150.00	246.21	View chart
Kkr & Co Stock (KKR)	0.0	$36k		387.00	91.78	View chart
Home Depot Stock (HD)	0.0	$35k		100.00	350.99	View chart
Rigetti Computing Stock (RGTI)	0.0	$35k	+800%	1.8k	19.32	View chart
Merck & Co Stock (MRK)	0.0	$34k		263.00	128.71	View chart
Cme Group Stock (CME)	0.0	$31k		141.00	220.48	View chart
Liberty Media Corp Del Com Lbty One S A Stock (FWONA)	0.0	$31k		350.00	87.54	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$30k		70.00	431.46	View chart
Corvus Pharmaceuticals Stock (CRVS)	0.0	$30k		2.0k	14.94	View chart
Brookfield Infrastructure Part Lp Int Unit Stock (BIP)	0.0	$28k	-12%	772.00	36.49	View chart
Blackstone Stock (BX)	0.0	$21k	-85%	182.00	117.67	View chart
Starbucks Corp Stock (SBUX)	0.0	$20k	-80%	200.00	102.19	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.0	$20k		200.00	99.54	View chart
D-wave Quantum Stock (QBTS)	0.0	$19k	+300%	800.00	23.99	View chart
Johnson & Johnson Stock (JNJ)	0.0	$19k		75.00	253.97	View chart
Autonation Stock (AN)	0.0	$19k		100.00	185.79	View chart
Bank Montreal Medium Stock (BMO)	0.0	$18k	+218%	102.00	176.70	View chart
Royal Bk Cda Stock (RY)	0.0	$17k	+151%	83.00	206.98	View chart
Starwood Ppty Tr Reit (STWD)	0.0	$17k	-52%	1.0k	16.37	View chart
Phillips 66 Stock (PSX)	0.0	$16k		95.00	169.05	View chart
Definium Therapeutics Stock (DFTX)	0.0	$16k		333.00	47.04	View chart
Old Natl Bancorp Ind Stock (ONB)	0.0	$14k		532.00	25.91	View chart
Arm Holdings Adr (ARM)	0.0	$12k	NEW	35.00	354.57	View chart
Nu Hldgs Ltd Ord Shs Cl A Stock (NU)	0.0	$12k	NEW	900.00	13.36	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$11k	-75%	100.00	114.18	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$10k		14.00	724.07	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$8.1k		159.00	50.64	View chart
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS)	0.0	$7.5k		283.00	26.63	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$7.0k		222.00	31.75	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$7.0k		101.00	69.00	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$6.9k		247.00	27.74	View chart
Procter & Gamble Stock (PG)	0.0	$5.3k		36.00	146.64	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.0	$4.2k		11.00	383.45	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.0	$4.2k		44.00	95.84	View chart
Pepsico Stock (PEP)	0.0	$4.1k		30.00	135.40	View chart
Quantum Computing Stock (QUBT)	0.0	$3.9k		400.00	9.70	View chart
Novo-nordisk A S Adr (NVO)	0.0	$3.8k		80.00	47.94	View chart
Qorvo Stock (QRVO)	0.0	$3.8k		41.00	93.27	View chart
Recursion Pharmaceuticals Inc Cl A Stock (RXRX)	0.0	$3.7k		1.0k	3.67	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$3.1k		10.00	311.30	View chart
Quantumscape Corp Com Cl A Stock (QS)	0.0	$3.0k	+100%	400.00	7.56	View chart
Price T Rowe Group Stock (TROW)	0.0	$2.8k		25.00	113.68	View chart
Iqiyi Adr (IQ)	0.0	$1.0k		1.0k	1.04	View chart
Compass Pathways Adr (CMPS)	0.0	$708.000000		50.00	14.16	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$575.000100		3.00	191.67	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$421.000000		10.00	42.10	View chart
Liberty Latin America Ltd Com Cl C Stock (LILAK)	0.0	$326.999400		42.00	7.79	View chart
United States 12 Month Natural Gas Fund Etf (UNL)	0.0	$256.000000		40.00	6.40	View chart
Magnum Ice Cream Co Nv Ord Stock (MICC)	0.0	$174.000000		10.00	17.40	View chart
Playstudios Inc Class A Stock (MYPS)	0.0	$75.000000		150.00	0.50	View chart

Past Filings by Western Pacific Wealth Management

SEC 13F filings are viewable for Western Pacific Wealth Management going back to 2021

Western Pacific Wealth Management 2026 Q2 filed Aug. 7, 2026
Western Pacific Wealth Management 2026 Q1 filed April 17, 2026
Western Pacific Wealth Management 2025 Q4 filed Feb. 4, 2026
Western Pacific Wealth Management 2025 Q3 filed Oct. 21, 2025
Western Pacific Wealth Management 2025 Q2 filed July 10, 2025
Western Pacific Wealth Management 2025 Q1 filed April 17, 2025
Western Pacific Wealth Management 2024 Q4 filed Jan. 24, 2025
Western Pacific Wealth Management 2024 Q3 filed Oct. 31, 2024
Western Pacific Wealth Management 2024 Q2 filed Aug. 14, 2024
Western Pacific Wealth Management 2024 Q1 filed May 15, 2024
Western Pacific Wealth Management 2023 Q4 filed Feb. 9, 2024
Western Pacific Wealth Management 2023 Q3 filed Oct. 26, 2023
Western Pacific Wealth Management 2023 Q2 filed Aug. 8, 2023
Western Pacific Wealth Management 2023 Q1 filed May 11, 2023
Western Pacific Wealth Management 2022 Q4 filed Feb. 3, 2023
Western Pacific Wealth Management 2022 Q3 filed Oct. 27, 2022

View all past filings

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