StockDriftsStockDriftsTop 50 WESPAC Advisors SoCal, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST | 5.65% | 48.1K | $31.5M | -21.42%(-13.10K) | $160.54(+266.15%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.05% | 63.2K | $22.6M | -9.53%(-6.65K) | $54.56(+531.83%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.96% | 58.5K | $22.1M | -5.42%(-3.36K) | $39.71(+891.48%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.48% | 67.1K | $19.4M | -2.38%(-1.63K) | $56.76(+437.98%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.03% | 14.6K | $16.9M | +41.63%(+4.30K) | $436.97(+132.23%) | 2026-06-30 | |
| WMT | WALMART INC | 3% | 147.8K | $16.7M | +0.69%(+1.01K) | $51.52(+123.04%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.71% | 121.0K | $15.1M | +4.72%(+5.46K) | $91.48(+40.09%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.69% | 40.3K | $15.0M | +2.95%(+1.15K) | $122.41(+297.07%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.6% | 72.6K | $14.5M | +16.43%(+10.25K) | $44.23(+411.09%) | 2026-06-30 | |
| XAR | SPDR SERIES TRUST | 2.57% | 50.4K | $14.3M | +2.15%(+1.06K) | $177.09(+67.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.53% | +88.51% | +14.22% | +94.41% |
| Top 20 Holdings Unweighted | +21.65% | +80.02% | +13.35% | +87.15% |
WESPAC Advisors SoCal, LLC reports $560.34M in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are SMH (5.7%), GOOGL (4.0%) and AVGO (4.0%). The top 20 holdings account for 56.25% of reported assets. Its disclosed equity book has returned +88.51% 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 SoCal, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1668188). View WESPAC Advisors SoCal, LLC’s 13F filings on SEC