Western Reserve Capital Management, LLC - Portfolio overview

Western Reserve Capital Management, LLC has 50 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Basic Materials.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 17.34%
2. VEA - VANGUARD TAX-MANAGED FDS, 13.54%
3. XOM - EXXON MOBIL CORP, 9.06%

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

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