Western Pacific Wealth Management, LP
•CIK: 1907320•Filing: Q4 2025
**Western Pacific Wealth Management, LP** manages $103M across a diversified portfolio of 181 positions. The strategy exhibits a significant allocation to established mega-cap technology and dividend-focused equities, highlighted by top holdings including VIG ($11.8M) and VYM ($10.6M). Further concentration is evident in major tech names, with AAPL ($7.8M), GOOGL ($7.1M), and AMZN ($7.0M) anchoring the core equity exposure. This structure suggests a focus on quality dividend yield and secular growth leaders.
Total AUM
$103.3M
QoQ Performance
+0.8%
Positions
181
Top 10 Concentration
68.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VIG
VYM
AAPL
GOOGL
AMZN
MSFT
NVDA
VIG11.4%
VYM10.3%
AAPL7.6%
GOOGL6.9%
AMZN6.8%
MSFT6.1%
NVDA6.1%
BRK/B4.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other43.9%
Technology36.1%
Consumer8.5%
Financial8.3%
Communication0.8%
Energy0.7%
Healthcare0.7%
ETF0.5%
🚪 Exited Positionssold since Q3 2025
+13 more exited positions
Changes from Q3 2025
NEW9 new positions
↑31 increased
↓22 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023