Western Pacific Wealth Management, LP has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $95.6 Million distributed in 190 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.27M, Vanguard Dividend Appreciation with a value of $8.99M, Vanguard Whitehall Fds (Vangua with a value of $8.77M, Nvidia Corp with a value of $7.14M, and Microsoft Corp with a value of $6.77M.
Examining the 13F form we can see an decrease of $3.1M in the current position value, from $98.7M to 95.6M.
Below you can find more details about Western Pacific Wealth Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$95.6 Million
Technology: $29.1 Million
ETFs: $21.3 Million
Communication Services: $15.7 Million
Financial Services: $11.5 Million
Consumer Cyclical: $9.94 Million
Consumer Defensive: $2.93 Million
Healthcare: $2.37 Million
Industrials: $972,000
Other: $1.71 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
