account_balance
Investment manager · 13F filer · SEC CIK 1907320
Western Pacific Wealth Management, LP
Reported value$119Mas of Sep 30, 2026
Positions180 5 new, 6 sold out
Top 10 weight65.7%VIG alone is 11%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VIGVanguard Dividend Appreciation ETF
10.8%
VYMVanguard High Dividend Yield Index ETF
9.9%
AAPLApple Inc.
7.7%Trimmed −4%
GOOGLAlphabet Inc.
6.5%Added +3%
NVDANVIDIA Corp
6.3%
AMZNAmazon.com Inc
6.1%Trimmed −2%
MSFTMicrosoft Corp
5.5%Trimmed −3%
OAKMOakmark U.S. Large Cap ETF
5.3%Added +32%
BRK-BBerkshire Hathaway Inc
4.0%
GOOGAlphabet Inc.
3.7%
METAMeta Platforms, Inc.
3.0%
BCTKBaron Technology ETF
2.9%+7%
VIGVanguard Dividend Appreciation ETF
10.8%
VYMVanguard High Dividend Yield Index ETF
9.9%
AAPLApple Inc.
7.7%−4%
GOOGLAlphabet Inc.
6.5%+3%
NVDANVIDIA Corp
6.3%
AMZNAmazon.com Inc
6.1%
MSFTMicrosoft Corp
5.5%
OAKMOakmark U.S. Large Cap ETF
5.3%
BRK-BBerkshire Hathaway Inc
4.0%
GOOG3.7%META3.0%BCTK2.9%
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
VIG Vanguard Dividend Appreciation ETF 10.8% Held
VYM Vanguard High Dividend Yield Index ETF 9.9% Held
AAPL Apple Inc. 7.7% Trimmed −4%GOOGL Alphabet Inc. 6.5% Added +3%NVDA NVIDIA Corp 6.3% HeldAMZN Amazon.com Inc 6.1% Trimmed −2%MSFT Microsoft Corp 5.5% Trimmed −3%OAKM Oakmark U.S. Large Cap ETF 5.3% Added +32%
BRK-B Berkshire Hathaway Inc 4.0% HeldGOOG Alphabet Inc. 3.7% HeldMETA Meta Platforms, Inc. 3.0% HeldBCTK Baron Technology ETF 2.9% Added +7%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.