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Advisor Managed Portfolios shares owned by WESPAC Advisors

Quarter-by-quarter ownership of Advisor Managed Portfolios (MVPL) shares owned by WESPAC Advisors from 13F filings

Historical chart of WESPAC Advisors investment in Advisor Managed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Advisor Managed Portfolios held by WESPAC Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisor Managed Portfolios by WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $213k 5.0k 42.52

More positions owned by WESPAC Advisors

Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Series Portfolios Tr Eldr Aaa Clo Etf (CLOX)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Micron Technology (MU)
Merck & Co (MRK)
Vanguard World Inf Tech Etf (VGT)
Apple (AAPL)

View all positions for WESPAC Advisors

Top funds holding Advisor Managed Portfolios

WESPAC Advisors
UBS Group

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