StockDriftsStockDriftsTop 50 Wespac Advisors Socal LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST | 5.28% | 47.8K | $29.1M | -0.47%(-225) | $160.54(+241.63%) | 2026-09-30 | |
| AAPL | APPLE INC | 4% | 66.2K | $22.0M | -1.31%(-876) | $56.76(+504.15%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 3.96% | 63.5K | $21.9M | +0.57%(+359) | $56.23(+512.07%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.91% | 42.1K | $21.6M | +4.47%(+1.80K) | $136.13(+291.91%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 3.7% | 58.0K | $20.4M | -0.81%(-474) | $39.71(+742.52%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.07% | 74.1K | $16.9M | +2.08%(+1.51K) | $47.70(+355.12%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 2.86% | 14.8K | $15.8M | +1.15%(+168) | $444.61(+103.53%) | 2026-09-30 | |
| WMT | WALMART INC | 2.77% | 147.0K | $15.3M | -0.56%(-824) | $51.52(+130.39%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.66% | 124.5K | $14.7M | +2.90%(+3.52K) | $92.68(+29.13%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.53% | 56.1K | $14.0M | -1.26%(-715) | $140.08(+87.36%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.14% | +91.29% | +14.57% | +97.43% |
| Top 20 Holdings Unweighted | +22.85% | +85.40% | +13.95% | +92.13% |
Wespac Advisors Socal LLC reports $553.20M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are SMH (5.3%), AAPL (4.0%) and GOOGL (4.0%). The top 20 holdings account for 57.37% of reported assets. Its disclosed equity book has returned +91.29% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Wespac Advisors Socal LLC, compare funds side by side, and get alerts the moment positions change.
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