WESPAC Advisors, LLC - Portfolio overview

WESPAC Advisors, LLC has 232 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. PULS - PGIM ETF TR, 4.69%
2. SGOV - ISHARES TR, 3.87%
3. IVV - ISHARES TR, 2.56%

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

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