WESPAC Advisors, LLC
All 13F Filings
- Location
- Orinda, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 184,443
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/14/2026 | 178 | 184,443 | 13F-HR | WESPAC Advisors, LLC |
| Q3 2025 | 10/27/2025 | 177 | 171,121 | 13F-HR | WESPAC Advisors, LLC |
| Q2 2025 | 7/23/2025 | 171 | 142,982 | 13F-HR | WESPAC Advisors, LLC |
| Q2 2014 | 7/31/2014 | 110 | 87,782 | 13F-HR | WESPAC Advisors, LLC |
| Q1 2014 | 4/30/2014 | 134 | 115,451 | 13F-HR | WESPAC Advisors, LLC |
| Q4 2013 | 2/3/2014 | 144 | 120,186 | 13F-HR | WESPAC Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 129.8 K | 70.7% | 4.988 K | 0 | 4.988 K |
| ETFs | 46.37 K | 25.3% | 6.197 K | 0 | 6.197 K |
| Debt | 7.001 K | 3.8% | 1.997 K | 0 | 1.997 K |
| Other | 451 | 0.2% | 143 | 0 | 143 |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
184,443
Holdings
178
QoQ value change ($000)
13,322
(7.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.