StockDriftsStockDriftsTop 50 WESPAC Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PULS | PGIM ETF TR | 5.34% | 221.2K | $11.0M | +7.27%(+15.00K) | $49.60(+0.09%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.85% | 37.1K | $7.9M | +252.24%(+26.56K) | $190.57(+16.37%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 2.85% | 37.2K | $5.8M | +1309.58%(+34.60K) | $144.12(+11.51%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.68% | 8.0K | $5.5M | +0.14%(+11) | $534.03(+33.45%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.63% | 7.2K | $5.4M | -15.63%(-1.33K) | $574.40(+35.61%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 2.34% | 89.7K | $4.8M | +82.42%(+40.54K) | $53.68(-2.02%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.25% | 12.4K | $4.6M | +392.64%(+9.92K) | $327.64(+17.01%) | 2026-06-30 | |
| JIVE | J P MORGAN EXCHANGE TRADED F | 2.09% | 46.5K | $4.3M | -14.82%(-8.09K) | $72.23(+35.06%) | 2026-06-30 | |
| CLOX | SERIES PORTFOLIOS TR | 1.99% | 159.1K | $4.1M | +166.25%(+99.36K) | $25.56(-0.02%) | 2026-06-30 | |
| CLOZ | SERIES PORTFOLIOS TR | 1.96% | 151.9K | $4.0M | new | $25.99(+1.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.63% | +28.20% | +3.09% | +16.46% |
| Top 20 Holdings Unweighted | +7.24% | +23.33% | +1.40% | +7.20% |
WESPAC Advisors, LLC reports $205.13M in US-listed equity holdings across 200 positions in its most recent 13F filing. Its largest disclosed positions are PULS (5.3%), RSP (3.9%) and VT (2.9%). The top 20 holdings account for 42.33% of reported assets. Its disclosed equity book has returned +28.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from WESPAC Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1484540). View WESPAC Advisors, LLC’s 13F filings on SEC