WESPAC Advisors, LLC
All 13F Filings
- Location
- Orinda, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 205,131
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 200 | 205,131 | 13F-HR | WESPAC Advisors, LLC |
| Q1 2026 | 4/28/2026 | 178 | 182,626 | 13F-HR | WESPAC Advisors, LLC |
| 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 | 82.68 K | 40.3% | 11.51 K | 0 | 11.51 K |
| ETFs | 117.6 K | 57.4% | 9.507 K | 0 | 9.507 K |
| Debt | 4.801 K | 2.3% | 2.156 K | 0 | 2.156 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
205,131
Holdings
200
QoQ value change ($000)
22,505
(12.3%)
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.