Western Pacific Wealth Management, LP - Portfolio overview

Western Pacific Wealth Management, LP has 219 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VIG - VANGUARD DIVIDEND APPRECIATION ETF, 11.41%
2. VYM - VANGUARD HIGH DIVIDEND YIELD INDEX ETF, 10.86%
3. AAPL - APPLE INC COM, 7.24%

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

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