StockDriftsStockDriftsTop 50 Western Pacific Wealth Management, Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 11.73% | 53.6K | $11.5M | +0.14%(+77) | $172.97(+32.32%) | 2026-03-31 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 11.17% | 74.2K | $11.0M | +0.33%(+246) | $119.75(+30.54%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 7.45% | 28.9K | $7.3M | +0.26%(+74) | $165.57(+71.64%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 6.36% | 30.0K | $6.3M | -1.35%(-411) | $156.53(+74.76%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 6.31% | 21.6K | $6.2M | -4.92%(-1.12K) | $141.63(+174.26%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 5.93% | 33.4K | $5.8M | -0.46%(-155) | $46.75(+320.32%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 5.05% | 13.4K | $5.0M | +2.41%(+316) | $309.36(+32.98%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 4.81% | 9.9K | $4.7M | +0.10%(+10) | $322.42(+44.38%) | 2026-03-31 | |
| OAKM | OAKMARK U.S. LARGE CAP ETF | 4.49% | 160.4K | $4.4M | +3.97%(+6.13K) | $24.38(+15.95%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 3.73% | 12.8K | $3.7M | +0.00%(+0) | $140.96(+172.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.65% | +11.34% |
| Top 20 Holdings Unweighted | +25.37% | +97.07% |
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