Western Pacific Wealth Management, LP has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $98.7 Million distributed in 197 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.78M, Amazon Com Inc with a value of $8.81M, Vanguard Dividend Appreciation with a value of $8.64M, Vanguard Whitehall Fds (Vangua with a value of $7.65M, and Microsoft Corp with a value of $6.48M.
Examining the 13F form we can see an decrease of $6.69M in the current position value, from $105M to 98.7M.
Below you can find more details about Western Pacific Wealth Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$98.7 Million
Technology: $32 Million
ETFs: $20.6 Million
Communication Services: $13 Million
Consumer Cyclical: $12.3 Million
Financial Services: $11.2 Million
Consumer Defensive: $3.73 Million
Healthcare: $3.09 Million
Industrials: $1.11 Million
Other: $1.59 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
