account_balance
Investment manager · 13F filer · SEC CIK 1484540
Wespac Advisors, LLC
Reported value$198Mas of Sep 30, 2026
Positions202 40 new, 38 sold out
Top 10 weight27.3%IVV alone is 4%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
4.4%Added +58%
PULSPgim ETF Tr
4.1%Trimmed −27%
VTVanguard Intl Equity Index F
3.2%Added +9%
CLOZSeries Portfolios Tr
2.6%Added +29%
JBNDJ P Morgan Exchange Traded F
2.4%Added +4%
JIVEJ P Morgan Exchange Traded F
2.3%
VTIVanguard Index FDS
2.2%Trimmed −6%
MRKMerck & Co., Inc.
2.0%
CLOXSeries Portfolios Tr
2.0%
CGDVCapital Group Dividend Value
2.0%
AAPLApple Inc.
1.9%−2%
XLKSelect Sector SPDR Tr
1.8%+104%
IVViShares Tr
4.4%Added +58%
PULSPgim ETF Tr
4.1%Trimmed −27%
VTVanguard Intl Equity Index F
3.2%+9%
CLOZSeries Portfolios Tr
2.6%+29%
JBNDJ P Morgan Exchange Traded F
2.4%+4%
JIVEJ P Morgan Exchange Traded F
2.3%
VTIVanguard Index FDS
2.2%
MRKMerck & Co., Inc.
2.0%
CLOXSeries Portfolios Tr
2.0%
CGDV2.0%
AAPL1.9%XLK1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 4.4% Added +58%
PULS Pgim ETF Tr 4.1% Trimmed −27%
VT Vanguard Intl Equity Index F 3.2% Added +9%
CLOZ Series Portfolios Tr 2.6% Added +29%
JBND J P Morgan Exchange Traded F 2.4% Added +4%
JIVE J P Morgan Exchange Traded F 2.3% Held
VTI Vanguard Index FDS 2.2% Trimmed −6%
MRK Merck & Co., Inc. 2.0% HeldCLOX Series Portfolios Tr 2.0% Held
CGDV Capital Group Dividend Value 2.0% Held
AAPL Apple Inc. 1.9% Trimmed −2%XLK Select Sector SPDR Tr 1.8% Added +104%
What changed
Biggest moves since Jun 30, 2026
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