WESPAC Advisors SoCal, LLC
•CIK: 1668188•Filing: Q4 2025
**WESPAC Advisors SoCal, LLC** manages $496M across a diversified portfolio of 110 positions. The strategy exhibits significant concentration in technology and industrials, highlighted by top holdings including SMH ($25.4M) and GOOGL ($23.3M). Further notable allocations include AVGO ($22.0M), AAPL ($19.5M), and MSFT ($18.6M). This structure suggests a conviction-driven approach targeting established mega-cap growth leaders.
Total AUM
$495.9M
QoQ Performance
+0.7%
Positions
79
Top 10 Concentration
36.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SMH
SMH5.1%
GOOGL4.7%
AVGO4.4%
AAPL3.9%
MSFT3.7%
IAI3.6%
WMT3.4%
AMZN2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.7%
Technology21.7%
Consumer6.2%
Financial5.0%
Communication2.4%
Consumer Staples1.3%
Industrial0.4%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW11 new positions
↑65 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023