StockDriftsStockDriftsTop 50 Western Pacific Wealth Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 10.77% | 54.8K | $12.8M | +0.25%(+138) | $174.08(+38.46%) | 2026-09-30 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 9.89% | 75.7K | $11.7M | +0.28%(+209) | $120.40(+32.43%) | 2026-09-30 | |
| AAPL | APPLE INC COM | 7.73% | 27.6K | $9.2M | -3.67%(-1.05K) | $164.72(+108.19%) | 2026-09-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 6.48% | 22.4K | $7.7M | +2.92%(+635) | $149.12(+130.80%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION COM | 6.35% | 33.0K | $7.5M | -1.09%(-365) | $46.75(+364.36%) | 2026-09-30 | |
| AMZN | AMAZON COM INC COM | 6.09% | 29.0K | $7.2M | -2.15%(-637) | $156.53(+67.67%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP COM | 5.48% | 12.7K | $6.5M | -3.25%(-426) | $309.36(+72.46%) | 2026-09-30 | |
| OAKM | OAKMARK U.S. LARGE CAP ETF | 5.33% | 215.5K | $6.3M | +31.51%(+51.63K) | $25.48(+20.04%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 3.97% | 9.5K | $4.7M | +0.00%(+0) | $322.13(+65.22%) | 2026-09-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 3.67% | 12.8K | $4.4M | +0.00%(+0) | $140.96(+141.32%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.47% | +46.08% | — | — | -2.08% |
| Top 20 Holdings Unweighted | +26.97% | +104.70% | — | — | +84.69% |
Western Pacific Wealth Management LP reports $118.73M in US-listed equity holdings across 180 positions in its most recent 13F filing. Its largest disclosed positions are VIG (10.8%), VYM (9.9%) and AAPL (7.7%). The top 20 holdings account for 79.28% of reported assets. Its disclosed equity book has returned +46.08% 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 Western Pacific Wealth Management LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Western Pacific Wealth Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907320). View Western Pacific Wealth Management LP’s 13F filings on SEC