Western Financial Corp/Ca Portfolio Holdings

Western Financial Corp/Ca

  • $230 Billion
  • Q3 2025

Western Financial Corp/Ca has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $230 Billion distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Enterprise Financial Services Corp with a value of $33.8B, Arrowhead Pharmaceuticals, Inc. with a value of $28.3B, Wells Fargo & Company with a value of $8.11B, Palantir Technologies Inc. with a value of $7.8B, and Netflix Inc with a value of $6.91B.

Examining the 13F form we can see an increase of $43.2B in the current position value, from $187B to 230B.

Western Financial Corp/Ca is based out at San Diego, CA

Below you can find more details about Western Financial Corp/Ca portfolio as well as his latest detailed transactions.

Portfolio value $230 Billion
Financial Services: $65.5 Billion
Technology: $38.7 Billion
Healthcare: $35 Billion
Industrials: $21.7 Billion
Communication Services: $20 Billion
ETFs: $19.3 Billion
Consumer Cyclical: $13.2 Billion
Consumer Defensive: $6.83 Billion
Other: $5.98 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.99B
$33.8 Billion 14.71% of portfolio
582,933
Q3 2025 Added 9.05%
$4.37B
$28.3 Billion 12.31% of portfolio
820,239
Q3 2023 Reduced 0.01%
$317B
$8.11 Billion 3.53% of portfolio
96,784
Q3 2025 Added 12.05%
$342B
$7.8 Billion 3.39% of portfolio
42,738
Q3 2025 Added 12.82%
$49.1B
$6.91 Billion 3.01% of portfolio
5,765
Q3 2025 Added 26.9%
$328B
$6.03 Billion 2.62% of portfolio
20,036
Q3 2025 Added 8.41%
$388B
$4.07 Billion 1.77% of portfolio
25,154
Q3 2025 New
$115B
$3.8 Billion 1.65% of portfolio
7,743
Q3 2025 Added 75.66%
$163B
$3.78 Billion 1.64% of portfolio
5,256
Q3 2025 Added 208.09%
$265B
$3.55 Billion 1.55% of portfolio
4,460
Q3 2025 Added 23.99%
$89.3B
$3.48 Billion 1.52% of portfolio
31,951
Q3 2025 Added 24.73%
$19B
$3.5 Billion 1.52% of portfolio
17,071
Q3 2025 Added 27.85%
$255B
$3.33 Billion 1.45% of portfolio
10,026
Q3 2025 Added 32.34%
$279B
$3.32 Billion 1.44% of portfolio
32,217
Q3 2025 Added 39.65%
$91.4B
$3.24 Billion 1.41% of portfolio
20,866
Q3 2025 Added 42.82%
$237B
$3.01 Billion 1.31% of portfolio
18,562
Q3 2025 Added 55.87%
$1.29T
$2.59 Billion 1.13% of portfolio
5,823
Q3 2025 Reduced 2.51%
$74.1B
$2.43 Billion 1.06% of portfolio
8,930
Q3 2025 Reduced 9.83%
$6.2B
$2.39 Billion 1.04% of portfolio
22,214
Q3 2025 Added 0.26%
$269B
$2.38 Billion 1.04% of portfolio
9,952
Q3 2025 Added 3.55%
$73.2B
$2.32 Billion 1.01% of portfolio
540
Q3 2025 Added 0.37%
$0
$2.3 Billion 1.0% of portfolio
99,271
Q3 2025 Reduced 0.03%
Ge Vernova Inc
-
$2.28 Billion 0.99% of portfolio
-
Q3 2025 Added 62.61%
$40.3B
$2.15 Billion 0.94% of portfolio
6,384
Q3 2025 New
$89.8B
$2.12 Billion 0.92% of portfolio
11,874
Q3 2025 Added 1.71%
$64.5B
$2.09 Billion 0.91% of portfolio
6,459
Q3 2025 Reduced 25.14%
$72.7B
$1.98 Billion 0.86% of portfolio
1,501
Q3 2025 Added 3.16%
$78.4B
$1.94 Billion 0.85% of portfolio
14,583
Q3 2025 Added 1.62%
$147B
$1.87 Billion 0.81% of portfolio
19,171
Q3 2025 Added 8.94%
$39.1B
$1.85 Billion 0.81% of portfolio
7,166
Q3 2025 Added 99.55%
$465B
$1.84 Billion 0.8% of portfolio
9,846
Q3 2025 New
$174B
$1.77 Billion 0.77% of portfolio
11,932
Q3 2025 Added 432.44%
$53.3B
$1.69 Billion 0.74% of portfolio
7,168
Q3 2025 New
$1.87B
$1.7 Billion 0.74% of portfolio
5,271
Q3 2025 Reduced 25.93%
$512B
$1.66 Billion 0.72% of portfolio
2,911
Q3 2025 Added 1.68%
$39.4B
$1.58 Billion 0.69% of portfolio
2,203
Q3 2025 Added 146.97%
$55.8B
$1.5 Billion 0.65% of portfolio
10,862
Q3 2025 Reduced 21.94%
$84.4B
$1.47 Billion 0.64% of portfolio
7,482
Q3 2025 Reduced 0.23%
$6B
$1.47 Billion 0.64% of portfolio
21,384
Q3 2025 Reduced 12.35%
$266B
$1.44 Billion 0.63% of portfolio
5,114
Q3 2025 Added 20.53%
$0
$1.45 Billion 0.63% of portfolio
33,416
Q3 2025 Reduced 1.75%
$59.6B
$1.46 Billion 0.63% of portfolio
6,793
Q3 2025 Reduced 18.91%
$61.4B
$1.42 Billion 0.62% of portfolio
3,436
Q3 2025 Reduced 5.21%
$0
$1.4 Billion 0.61% of portfolio
15,645
Q3 2025 Reduced 1.36%
$0
$1.36 Billion 0.59% of portfolio
12,291
Q3 2025 Reduced 3.8%
$72.9B
$1.27 Billion 0.55% of portfolio
4,883
Q3 2025 Added 0.27%
$55.3B
$1.24 Billion 0.54% of portfolio
2,724
Q3 2025 New
$42.8B
$1.23 Billion 0.53% of portfolio
4,098
Q3 2025 New
$77.2B
$1.2 Billion 0.52% of portfolio
5,628
Q3 2025 Reduced 2.81%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $230 Billion
  • Prior Value $187 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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