WESPAC Advisors SoCal, LLC
All 13F Filings
- Location
- Pasadena, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 553,198
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 119 | 553,198 | 13F-HR | WESPAC Advisors SoCal, LLC |
| Q2 2026 | 7/16/2026 | 122 | 560,342 | 13F-HR | WESPAC Advisors SoCal, LLC |
| Q1 2026 | 4/15/2026 | 119 | 470,232 | 13F-HR | WESPAC Advisors SoCal, LLC |
| Q4 2025 | 1/7/2026 | 110 | 495,873 | 13F-HR | WESPAC Advisors SoCal, LLC |
| Q3 2025 | 10/22/2025 | 106 | 492,486 | 13F-HR | WESPAC Advisors SoCal, LLC |
| Q2 2025 | 7/30/2025 | 103 | 448,157 | 13F-HR | WESPAC Advisors SoCal, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.712 K
(0.3% of total reported value)
· QoQ Δ:
-787
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 337.7 K | 61.2% | 0 | 10.23 K | -10.23 K |
| ETFs | 213.8 K | 38.8% | 3.87 K | 0 | 3.87 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
553,198
Holdings
119
QoQ value change ($000)
-7,144
(-1.3%)
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.