Wespac Advisors, LLC Portfolio Holdings
Wespac Advisors, LLC
- $155 Million
- Q4 2025
Wespac Advisors, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $155 Million distributed in 178 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $9.15M, Technology Sector Spdr with a value of $6.99M, Vanguard Index Fds S&P 500 ETF with a value of $4.6M, Capital Group Divid Value ETF with a value of $4.4M, and Invesco Qqq Trust, Series 1 with a value of $4.05M.
Examining the 13F form we can see an increase of $9.59M in the current position value, from $146M to 155M.
Below you can find more details about Wespac Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$155 Million
ETFs: $97 Million
Technology: $15 Million
Financial Services: $7.69 Million
Healthcare: $6.93 Million
Communication Services: $6.06 Million
Industrials: $5.53 Million
Consumer Defensive: $3.68 Million
Consumer Cyclical: $3.43 Million
Other: $8.11 Million