WESPAC Advisors, LLC
•CIK: 1484540•Filing: Q4 2025
WESPAC Advisors, LLC manages $184M across a diversified portfolio of 178 positions. The strategy exhibits notable allocations to core indices and sector ETFs, highlighted by significant holdings in IVV ($9.3M) and JBND ($7.0M). Further concentration is evident in technology and growth sectors, with positions in JIVE ($5.5M), VOO ($4.7M), and XLK ($3.5M). This structure suggests a tactical approach balancing broad market exposure with targeted sector bets.
Total AUM
$184.4M
QoQ Performance
+7.8%
Positions
127
Top 10 Concentration
26.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV5.0%
JBND3.8%
JIVE3.0%
VOO2.5%
CGDV2.4%
NDQ2.2%
XLK1.9%
AAPL1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.7%
ETF8.3%
Technology7.0%
Healthcare2.7%
Consumer2.0%
Industrial1.7%
Financial1.7%
Communication0.7%
🚪 Exited Positionssold since Q3 2025
+27 more exited positions
Changes from Q3 2025
NEW33 new positions
↑48 increased
↓78 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023