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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, AMZN, GOOGL, and represent 43.01% of Western Pacific Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BCTK, VBR, ELV, ABNB, NFLX, VV, OC, Marsh & McLennan Companies, VTV, OAKM.
Started 21 new stock positions in TSLA, ELV, DELL, MYPS, CMPS, VV, VTV, DJTWW, OC, WAT. Marsh & McLennan Companies, QRVO, CASY, VWO, VBR, APH, TXN, Definium Therape, AVDV, MAR, MLI.
Reduced shares in these 10 stocks: SEE, GOOGL, WBD, EOG, DE, GM, PAYC, ORCL, AMZN, OWL.
Sold out of its positions in OWL, CMCSA, DE, EOG, PAYC.
Western Pacific Wealth Management was a net buyer of stock by $1.7M.
Western Pacific Wealth Management has $98M in assets under management (AUM), dropping by -4.75%.
Central Index Key (CIK): 0001907320

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Positions held by Western Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Western Pacific Wealth Management

Western Pacific Wealth Management holds 197 positions in its portfolio as reported in the March 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	$12M		54k	215.06	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	11.2	$11M		74k	148.10	View chart
Apple Stock (AAPL)	7.4	$7.3M		29k	253.79	View chart
Amazon Stock (AMZN)	6.4	$6.3M		30k	208.27	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	6.3	$6.2M	-4%	22k	287.55	View chart
Nvidia Corporation Stock (NVDA)	5.9	$5.8M		33k	174.40	View chart
Microsoft Corp Stock (MSFT)	5.1	$5.0M	+2%	13k	370.16	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	4.8	$4.7M		9.9k	479.20	View chart
Oakmark U.s. Large Cap Etf Etf (OAKM)	4.5	$4.4M	+3%	160k	27.57	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	3.7	$3.7M		13k	286.87	View chart
Meta Platforms Inc Cl A Stock (META)	3.0	$2.9M		5.2k	572.18	View chart
Baron Technology Etf Etf (BCTK)	2.2	$2.1M	+17%	92k	23.33	View chart
Costco Wholesale Corporation Stock (COST)	1.0	$1.0M		1.0k	996.43	View chart
Taiwan Semiconductor Manufact Adr (TSM)	1.0	$1.0M		3.0k	337.95	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.9	$841k	+5%	5.7k	146.28	View chart
Broadcom Stock (AVGO)	0.7	$707k	+9%	2.3k	309.54	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.7	$678k		7.0k	96.70	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$612k		1.1k	577.27	View chart
Visa Inc Com Cl A Stock (V)	0.6	$598k		2.0k	302.25	View chart
Wintrust Finl Corp Stock (WTFC)	0.6	$589k		4.2k	138.93	View chart
Marathon Pete Corp Stock (MPC)	0.6	$584k		2.4k	244.18	View chart
Netflix Stock (NFLX)	0.6	$556k	+90%	5.8k	96.15	View chart
Salesforce Stock (CRM)	0.6	$541k	-2%	2.9k	186.67	View chart
Mastercard Incorporated Cl A Stock (MA)	0.5	$538k	+6%	1.1k	499.76	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.5	$509k		783.00	650.22	View chart
Schwab Charles Corp Stock (SCHW)	0.5	$509k		5.4k	93.98	View chart
Wells Fargo & Co Stock (WFC)	0.5	$482k		6.1k	79.61	View chart
Intercontinental Exchange Stock (ICE)	0.5	$470k		3.0k	157.28	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.5	$467k	+140%	3.7k	126.28	View chart
Capital One Finl Corp Stock (COF)	0.4	$442k		2.4k	182.43	View chart
Autozone Stock (AZO)	0.4	$429k		127.00	3377.78	View chart
American Intl Group Stock (AIG)	0.4	$427k		5.7k	75.25	View chart
Keurig Dr Pepper Stock (KDP)	0.4	$420k		16k	26.33	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.4	$416k		3.1k	135.46	View chart
Sysco Corp Stock (SYY)	0.4	$414k		5.8k	71.33	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.4	$386k		5.0k	77.11	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.4	$380k		6.2k	61.26	View chart
Advanced Micro Devices Stock (AMD)	0.4	$356k	-2%	1.8k	203.43	View chart
Palo Alto Networks Stock (PANW)	0.4	$356k		2.2k	160.32	View chart
Citigroup Stock (C)	0.3	$344k		3.0k	113.41	View chart
Vail Resorts Stock (MTN)	0.3	$342k		2.7k	128.32	View chart
Icon Stock (ICLR)	0.3	$315k	+106%	2.8k	110.66	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.3	$310k		235.00	1320.83	View chart
Charter Communications Inc Cl A Stock (CHTR)	0.3	$305k		1.4k	215.88	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$301k	NEW	1.4k	217.29	View chart
Iqvia Hldgs Stock (IQV)	0.3	$292k	+102%	1.7k	170.54	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.3	$277k	NEW	947.00	292.75	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.3	$276k	-50%	10k	27.46	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$271k		922.00	294.20	View chart
Vanguard Large-cap Etf Etf (VV)	0.3	$262k	NEW	875.00	298.95	View chart
Spdr Gold Shares Etf (GLD)	0.3	$258k		600.00	430.29	View chart
Verisk Analytics Stock (VRSK)	0.3	$250k	+9%	1.3k	189.75	View chart
Owens Corning Stock (OC)	0.2	$224k	NEW	2.1k	108.22	View chart
Marsh & Mclennan Cos Stock	0.2	$220k	NEW	1.3k	173.45	View chart
Interactive Brokers Group Inc Com Cl A Stock (IBKR)	0.2	$215k		3.2k	67.07	View chart
Vanguard Value Etf Etf (VTV)	0.2	$208k	NEW	1.1k	196.23	View chart
Ares Capital Corp Cef (ARCC)	0.2	$203k		11k	18.02	View chart
General Mtrs Stock (GM)	0.2	$203k	-51%	2.7k	74.50	View chart
Walmart Stock (WMT)	0.2	$196k		1.6k	124.28	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$192k		1.0k	191.81	View chart
American Express Stock (AXP)	0.2	$192k		634.00	302.48	View chart
Becton Dickinson & Co Stock (BDX)	0.2	$185k		1.2k	157.23	View chart
Abbvie Stock (ABBV)	0.2	$180k		827.00	217.49	View chart
Us Bancorp Stock (USB)	0.2	$167k		3.2k	52.01	View chart
Toll Brothers Stock (TOL)	0.2	$167k		1.2k	136.47	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.2	$165k	NEW	1.7k	99.86	View chart
Abbott Laboratories Stock (ABT)	0.2	$160k		1.6k	102.67	View chart
Snowflake Stock (SNOW)	0.2	$157k		1.0k	150.82	View chart
Mcdonalds Corp Stock (MCD)	0.2	$157k		505.00	310.89	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.2	$157k		3.3k	47.57	View chart
Linde Stock (LIN)	0.2	$157k	+17%	316.00	496.06	View chart
Doordash Inc Cl A Stock (DASH)	0.1	$143k		953.00	150.15	View chart
Blackstone Stock (BX)	0.1	$142k		1.2k	114.99	View chart
Sealed Air Corp Stock (SEE)	0.1	$138k	-73%	3.3k	42.05	View chart
Carlyle Group Stock (CG)	0.1	$138k		2.8k	48.39	View chart
Amgen Stock (AMGN)	0.1	$134k		380.00	351.85	View chart
Monster Beverage Corp Stock (MNST)	0.1	$133k	-6%	1.8k	72.46	View chart
Servicenow Stock (NOW)	0.1	$129k	+21%	1.2k	104.55	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$124k		733.00	169.70	View chart
Agilent Technologies Stock (A)	0.1	$122k		1.1k	113.98	View chart
Oreilly Automotive Stock (ORLY)	0.1	$121k	-16%	1.3k	92.31	View chart
State Street Spdr S&p Regional Banking Etf Etf (KRE)	0.1	$121k		1.8k	65.15	View chart
Idexx Labs Stock (IDXX)	0.1	$118k		210.00	561.89	View chart
Intuit Stock (INTU)	0.1	$113k	+21%	262.00	432.38	View chart
Unitedhealth Group Stock (UNH)	0.1	$107k		397.00	270.59	View chart
Wisdomtree U.s. High Dividend Fund Etf (DHS)	0.1	$106k		972.00	109.22	View chart
Ferrari N V Stock (RACE)	0.1	$103k		305.00	338.45	View chart
Liberty Media Corp Del Com Lbty One S C Stock (FWONK)	0.1	$102k		1.2k	85.02	View chart
C H Robinson Worldwide In Stock (CHRW)	0.1	$101k	+172%	607.00	166.07	View chart
Martin Marietta Matls Stock (MLM)	0.1	$94k	+11%	159.00	588.68	View chart
Starbucks Corp Stock (SBUX)	0.1	$90k	+25%	1.0k	89.59	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.1	$89k		668.00	132.51	View chart
Copart Stock (CPRT)	0.1	$88k	+13%	2.6k	33.20	View chart
Uber Technologies Stock (UBER)	0.1	$86k		1.2k	71.93	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$80k	NEW	631.00	126.35	View chart
Chevron Corporation Stock (CVX)	0.1	$79k		380.00	206.71	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$77k	NEW	1.4k	54.07	View chart
Intuitive Surgical Stock (ISRG)	0.1	$74k		160.00	460.99	View chart
Transunion Stock (TRU)	0.1	$72k	-25%	1.0k	69.19	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.1	$67k	-16%	380.00	175.66	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$67k		110.00	605.54	View chart
Cava Group Stock (CAVA)	0.1	$67k	+12%	822.00	80.90	View chart
Duke Energy Corp Stock (DUK)	0.1	$66k		504.00	130.85	View chart
Chipotle Mexican Grill Stock (CMG)	0.1	$65k	+26%	2.0k	32.01	View chart
Southern Stock (SO)	0.1	$64k		665.00	96.45	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$64k		301.00	211.40	View chart
Qualcomm Stock (QCOM)	0.1	$59k	+15%	460.00	128.78	View chart
Coca Cola Stock (KO)	0.1	$57k		749.00	76.05	View chart
Ershares Private-public Crossover Etf Etf (XOVR)	0.1	$54k		3.2k	16.89	View chart
Reddit Inc Cl A Stock (RDDT)	0.1	$54k		400.00	134.65	View chart
Hdfc Bank Adr (HDB)	0.1	$53k		2.1k	24.88	View chart
Caseys Gen Stores Stock (CASY)	0.1	$52k	NEW	71.00	727.86	View chart
Texas Instrs Stock (TXN)	0.1	$51k	NEW	262.00	194.14	View chart
Unusual Machs Stock	0.1	$50k		4.0k	12.40	View chart
Disney Walt Stock (DIS)	0.1	$49k		512.00	96.38	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$49k		1.0k	48.75	View chart
Nike Inc Cl B Stock (NKE)	0.0	$48k		912.00	52.82	View chart
Ionq Stock (IONQ)	0.0	$48k	+151%	1.7k	28.83	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$47k		400.00	118.62	View chart
Waters Corp Stock (WAT)	0.0	$47k	NEW	157.00	297.80	View chart
Tesla Stock (TSLA)	0.0	$47k	NEW	125.00	371.75	View chart
Eli Lilly & Co Stock (LLY)	0.0	$46k		50.00	924.04	View chart
Oracle Corp Stock (ORCL)	0.0	$44k	-67%	300.00	147.11	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$42k		1.4k	29.99	View chart
Cme Group Stock (CME)	0.0	$42k		141.00	294.88	View chart
Nebius Group N.v. Shs Class A Stock (NBIS)	0.0	$42k		400.00	103.76	View chart
Soundhound Ai Inc Class A Stock (SOUN)	0.0	$41k		6.0k	6.87	View chart
Tyler Technologies Stock (TYL)	0.0	$41k	-51%	119.00	342.38	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$40k		1.6k	25.10	View chart
Starwood Ppty Tr Reit (STWD)	0.0	$37k		2.1k	17.22	View chart
Kkr & Co Stock (KKR)	0.0	$36k	+34%	387.00	92.50	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$35k		500.00	69.30	View chart
Pimco Dynamic Income Cef (PDI)	0.0	$34k		2.0k	17.11	View chart
Mueller Inds Stock (MLI)	0.0	$34k	NEW	308.00	110.80	View chart
Home Depot Stock (HD)	0.0	$33k		100.00	327.31	View chart
Brookfield Infrastructure Part Lp Int Unit Stock (BIP)	0.0	$32k		887.00	36.12	View chart
Merck & Co Stock (MRK)	0.0	$32k		263.00	120.49	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$31k		150.00	205.80	View chart
Corvus Pharmaceuticals Stock (CRVS)	0.0	$29k		2.0k	14.63	View chart
Liberty Media Corp Del Com Lbty One S A Stock (FWONA)	0.0	$27k		350.00	78.08	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.0	$24k		586.00	40.47	View chart
Nnn Reit Reit (NNN)	0.0	$21k		505.00	42.03	View chart
Autonation Stock (AN)	0.0	$20k		100.00	195.26	View chart
Johnson & Johnson Stock (JNJ)	0.0	$18k		75.00	244.44	View chart
Adobe Stock (ADBE)	0.0	$18k		75.00	243.08	View chart
Phillips 66 Stock (PSX)	0.0	$17k		95.00	182.18	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$17k	NEW	51.00	327.08	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.0	$16k		200.00	77.47	View chart
Intelligent Alpha Atlas Etf Etf (GPT)	0.0	$15k		500.00	30.53	View chart
Research Affiliates Deletions Etf Etf (NIXT)	0.0	$14k		500.00	27.51	View chart
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS)	0.0	$12k		283.00	42.90	View chart
Old Natl Bancorp Ind Stock (ONB)	0.0	$12k		532.00	22.11	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$12k	NEW	70.00	164.13	View chart
Factset Resh Sys Stock (FDS)	0.0	$9.1k		42.00	217.00	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$8.8k	+7%	14.00	629.86	View chart
Mntn Inc Cl A Stock (MNTN)	0.0	$8.8k		1.0k	8.80	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$7.9k		159.00	49.95	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$6.8k		221.00	30.62	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$6.7k		101.00	66.78	View chart
Definium Therapeutics Stock	0.0	$6.3k	NEW	333.00	18.90	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$6.1k		246.00	24.74	View chart
Royal Bk Cda Stock (RY)	0.0	$5.3k		33.00	161.79	View chart
Procter & Gamble Stock (PG)	0.0	$5.2k		36.00	144.44	View chart
Sap Se Adr (SAP)	0.0	$5.1k		30.00	171.20	View chart
Pepsico Stock (PEP)	0.0	$4.7k		30.00	155.30	View chart
Bank Montreal Medium Stock (BMO)	0.0	$4.3k		32.00	135.34	View chart
Bhp Billiton Adr (BHP)	0.0	$3.8k		52.00	72.29	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$3.6k		11.00	331.55	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.0	$3.6k		44.00	82.82	View chart
Qorvo Stock (QRVO)	0.0	$3.2k	NEW	41.00	77.39	View chart
Recursion Pharmaceuticals Inc Cl A Stock (RXRX)	0.0	$3.1k		1.0k	3.07	View chart
Sony Group Corp Adr (SONY)	0.0	$3.0k		145.00	20.70	View chart
Novo-nordisk A S Adr (NVO)	0.0	$2.9k		80.00	36.75	View chart
Ambev Sa Adr (ABEV)	0.0	$2.9k		1.0k	2.92	View chart
D-wave Quantum Stock (QBTS)	0.0	$2.9k		200.00	14.43	View chart
Rigetti Computing Stock (RGTI)	0.0	$2.8k		200.00	14.04	View chart
Quantum Computing Stock (QUBT)	0.0	$2.7k		400.00	6.85	View chart
BP Adr (BP)	0.0	$2.6k		56.00	47.12	View chart
Unilever Adr (UL)	0.0	$2.6k		46.00	56.98	View chart
Crown Crafts Stock (CRWS)	0.0	$2.6k		1.0k	2.58	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$2.6k		10.00	256.40	View chart
Sanofi Sa Adr (SNY)	0.0	$2.4k		50.00	48.18	View chart
Price T Rowe Group Stock (TROW)	0.0	$2.3k		25.00	90.16	View chart
Iqiyi Adr (IQ)	0.0	$1.4k		1.0k	1.35	View chart
Quantumscape Corp Com Cl A Stock (QS)	0.0	$1.3k		200.00	6.38	View chart
Posco Holdings Adr (PKX)	0.0	$1.2k		21.00	58.48	View chart
Nice Adr (NICE)	0.0	$882.000000		8.00	110.25	View chart
Brookfield Infrastructure Corp Com Sub Vtg A Stock (BIPC)	0.0	$592.999500		15.00	39.53	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$510.999900		3.00	170.33	View chart
Trump Media & Technology Group Wt Exp 032529 Stock (DJTWW)	0.0	$396.000000	NEW	80.00	4.95	View chart
Woodside Energy Group Adr (WDS)	0.0	$382.000000		16.00	23.88	View chart
Liberty Latin America Ltd Com Cl C Stock (LILAK)	0.0	$369.999000		42.00	8.81	View chart
Compass Pathways Adr (CMPS)	0.0	$277.000000	NEW	50.00	5.54	View chart
United States 12 Month Natural Gas Fund Etf (UNL)	0.0	$276.000000		40.00	6.90	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$264.000000		10.00	26.40	View chart
Magnum Ice Cream Co Nv Ord Stock (MICC)	0.0	$150.000000		10.00	15.00	View chart
Playstudios Inc Class A Stock (MYPS)	0.0	$70.005000	NEW	150.00	0.47	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 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
Western Pacific Wealth Management 2022 Q2 filed Aug. 1, 2022

View all past filings

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