Western Pacific Wealth Management, LP 13F Holdings
CIK 0001907320
As of Sep 30, 2025, Western Pacific Wealth Management, LP reported 190 positions worth
CIK 0001907320
As of Sep 30, 2025, Western Pacific Wealth Management, LP reported 190 positions worth
02.5M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 49,365 | 0.7M | 10.40% |
| APPLE INC | AAPL | Technology | 36,397 | $9.3M | 9.05% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 62,254 | $8.8M | 8.56% |
| NVIDIA CORP | NVDA | Technology | 38,259 | $7.1M | 6.97% |
| MICROSOFT CORP | MSFT | Technology | 13,068 | $6.8M | 6.61% |
| AMAZON.COM INC | AMZN | Equity | 30,385 | $6.7M | 6.51% |
| ALPHABET INC | GOOGL | Equity | 22,338 | $5.4M | 5.30% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 9,848 | $5.0M | 4.83% |
| ALPHABET INC | GOOG | Equity | 18,798 | $4.6M | 4.47% |
| HARRIS OAKMARK ETF TRUST | — | — | 152,478 | $4.1M | 3.99% |
| META PLATFORMS INC | META | Communication Services | 5,368 | $3.9M | 3.85% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 1,316 | .2M | 1.19% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 5,425 | $989.6K | 0.97% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 2,962 | $827.3K | 0.81% |
| BROADCOM INC | AVGO | Technology | 2,091 | $689.9K | 0.67% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 6,867 | $680.6K | 0.66% |
| VISA INC-CLASS A SHARES | V | Financial Services | 1,979 | $675.6K | 0.66% |
| SALESFORCE INC | CRM | Technology | 2,734 | $648.0K | 0.63% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 1,060 | $636.5K | 0.62% |
| MASTERCARD INC | MA | Financial Services | 1,008 | $573.5K | 0.56% |
| WINTRUST FINANCIAL CORP | WTFC | Financial Services | 4,237 | $561.1K | 0.55% |
| AUTOZONE INC | AZO | Consumer Cyclical | 127 | $544.9K | 0.53% |
| WALMART INC | WMT | Consumer Defensive | 5,142 | $529.9K | 0.52% |
| SPDR S&P 500 ETF TRUST | SPY | — | 782 | $521.0K | 0.51% |
| SCHWAB CHARLES CORP | SCHW | Equity | 5,415 | $517.0K | 0.50% |