StockDriftsStockDriftsTop 50 Western Pacific Wealth Management, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 11.69% | 54.7K | $12.9M | +1.91%(+1.02K) | $173.92(+40.90%) | 2026-06-30 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 10.78% | 75.4K | $11.9M | +1.73%(+1.29K) | $120.30(+38.21%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 7.48% | 28.6K | $8.3M | -0.88%(-255) | $164.72(+85.39%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 7.02% | 21.7K | $7.8M | +0.61%(+131) | $143.23(+140.68%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 6.39% | 29.6K | $7.1M | -1.26%(-377) | $156.53(+67.72%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 6.04% | 33.4K | $6.7M | -0.23%(-76) | $46.75(+383.56%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 4.42% | 13.1K | $4.9M | -2.38%(-320) | $309.36(+57.12%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 4.29% | 9.5K | $4.7M | -4.05%(-400) | $322.13(+55.63%) | 2026-06-30 | |
| OAKM | OAKMARK U.S. LARGE CAP ETF | 4.17% | 163.9K | $4.6M | +2.18%(+3.50K) | $24.45(+27.73%) | 2026-06-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 4.09% | 12.8K | $4.5M | +0.00%(+0) | $140.96(+143.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.89% | +29.12% | — | — | -6.70% |
| Top 20 Holdings Unweighted | +24.84% | +94.57% | — | — | +76.77% |
Western Pacific Wealth Management, LP reports $110.60M in US-listed equity holdings across 181 positions in its most recent 13F filing. Its largest disclosed positions are VIG (11.7%), VYM (10.8%) and AAPL (7.5%). The top 20 holdings account for 78.37% of reported assets. Its disclosed equity book has returned +29.12% 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 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