Western Pacific Wealth Management, LP
All 13F Filings
- Location
- Lake Forest, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 110,600
- 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 | 8/7/2026 | 181 | 110,600 | 13F-HR | Western Pacific Wealth Management, LP |
| Q1 2026 | 4/17/2026 | 197 | 98,355 | 13F-HR | Western Pacific Wealth Management, LP |
| Q4 2025 | 2/4/2026 | 181 | 103,258 | 13F-HR | Western Pacific Wealth Management, LP |
| Q3 2025 | 10/21/2025 | 190 | 102,453 | 13F-HR | Western Pacific Wealth Management, LP |
| Q2 2025 | 7/10/2025 | 197 | 104,274 | 13F-HR | Western Pacific Wealth Management, LP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 72.44 K | 65.5% | 7.815 K | 0 | 7.815 K |
| ETFs | 38.17 K | 34.5% | 4.43 K | 0 | 4.43 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
110,600
Holdings
181
QoQ value change ($000)
12,245
(12.4%)
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.