WESPAC Advisors SoCal, LLC
All 13F Filings
- Location
- Pasadena, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 560,342
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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):
2.499 K
(0.4% of total reported value)
· QoQ Δ:
+2.499 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 348 K | 62.4% | 61.26 K | 0 | 61.26 K |
| ETFs | 209.9 K | 37.6% | 26.36 K | 0 | 26.36 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
560,342
Holdings
122
QoQ value change ($000)
90,110
(19.2%)
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.