WESPAC Advisors, LLC
All 13F Filings
- Location
- Orinda, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 182,626
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 71.18 K | 39.1% | 0 | 58.64 K | -58.64 K |
| ETFs | 108.1 K | 59.4% | 61.77 K | 0 | 61.77 K |
| Debt | 2.645 K | 1.5% | 0 | 4.356 K | -4.356 K |
| Other | 0 | 0.0% | 0 | 451 | -451 |
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Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
182,626
Holdings
178
QoQ value change ($000)
-1,817
(-1.0%)
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.