WESPAC Advisors SoCal, LLC - Portfolio overview

WESPAC Advisors SoCal, LLC has 136 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SMH - VANECK ETF TRUST, 4.41%
2. GOOGL - ALPHABET INC, 3.77%
3. AVGO - BROADCOM INC, 3.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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