Western Pacific Wealth Management

Western Pacific Wealth Management as of March 31, 2026

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