Fund HoldingsWESPAC Advisors SoCal, LLC

Total Portfolio Value
$560.34M
Total Bought
$150.68M
Total Sold
$95.04M
Net Transaction
+$55.64M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP AERO
050,425+50,425014,3102.55%+14,310
MICRON TECHNOLOGY INC(MU)10,32814,628+4,3003,48916,8853.01%+13,396
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0215,021+215,021011,4202.04%+11,420
SELECT SECTOR SPDR TR
ST STR CARE ETF
069,416+69,416011,0141.97%+11,014
SELECT SECTOR SPDR TR
ST STR TECHN ETF
056,083+56,083010,6851.91%+10,685
VANECK ETF TRUST
SEMICONDUCTR ETF
048,055+48,055031,5195.62%+31,519
VANECK FDS
EMER MARK BD ETF
0125,714+125,71406,4501.15%+6,450
JANUS DETROIT STR TR
HENDRSON AAA CL
139,686236,757+97,0717,03611,9542.13%+4,918
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
017,503+17,50303,7240.66%+3,724
JANUS DETROIT STR TR
HENDERSON MTG
197,015279,670+82,6558,90112,5822.25%+3,681
NVIDIA CORPORATION(NVDA)072,622+72,622014,5312.59%+14,531
SELECT SECTOR SPDR TR
ST STR UTIL ETF
079,426+79,42603,6010.64%+3,601
BROADCOM INC(AVGO)058,520+58,520022,1063.95%+22,106
ISHARES TR201,866253,160+51,29410,74313,4612.40%+2,717
ISHARES TR20,05344,421+24,3682,2134,8610.87%+2,648
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
67,14970,308+3,15910,98413,4822.41%+2,497
ALPHABET INC(GOOG)063,161+63,161022,5724.03%+22,572
SELECT SECTOR SPDR TR
ST STR SVC ETF
022,567+22,56702,4180.43%+2,418
AMERICAN CENTY ETF TR115,562121,018+5,45612,76615,0982.69%+2,332
SPDR SERIES TRUST
ST STR SP BIOT
014,614+14,61402,3130.41%+2,313
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
016,731+16,73102,2290.40%+2,229
EATON CORP PLC(ETN)22,34723,805+1,4587,99310,1441.81%+2,151
AMAZON COM INC(AMZN)056,824+56,824013,5432.42%+13,543
APPLE INC(AAPL)067,058+67,058019,4043.46%+19,404
TAIWAN SEMICONDUCTOR MANUFAC(TSM)13,10413,388+2844,4286,3941.14%+1,965
CROWDSTRIKE HLDGS INC(CRWD)020,412+20,41203,8940.69%+3,894
SPDR SERIES TRUST
ST STR SP CAPMKT
012,919+12,91901,9020.34%+1,902
WELLTOWER INC(WELL)53,92655,045+1,11910,66212,4942.23%+1,832
JPMORGAN CHASE & CO(JPM)041,979+41,979013,7412.45%+13,741
INTEL CORP(INTC)11,50415,900+4,3965082,2200.40%+1,712
GOLDMAN SACHS GROUP INC(GS)7,3777,777+4006,2417,8651.40%+1,625
EMCOR GROUP INC(EME)13,94114,345+40410,29311,9052.12%+1,612
TESLA INC(TSLA)2,4385,882+3,4449062,4740.44%+1,568
GE VERNOVA INC(GEV)5,3025,151-1514,6286,0521.08%+1,424
TESLA INC(TSLA)(Put)03,300+3,30001,388+1,388
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
049,600+49,60004,4570.80%+4,457
VANGUARD INDEX FDS035,533+35,53303,0610.55%+3,061
AGNC INVT CORP(AGNC)86,532177,869+91,3378681,9390.35%+1,071
VERTIV HOLDINGS CO(VRT)8,2939,174+8812,0783,0720.55%+994
ROBINHOOD MKTS INC(HOOD)27,38128,526+1,1451,8982,8610.51%+963
ARISTA NETWORKS INC(ANET)15,87816,655+7771,9502,8290.50%+880
ROCKWELL AUTOMATION INC(ROK)4,2664,868+6021,5312,4100.43%+879
MARVELL TECHNOLOGY INC(MRVL)02,866+2,86608540.15%+854
AXON ENTERPRISE INC(AXON)5,1445,347+2032,1852,9980.53%+813
ROCKET LAB CORP(RKLB)07,804+7,80407930.14%+793
GE AEROSPACE(GE)6,9817,372+3911,9812,7550.49%+774
PIMCO ETF TR
MULTISECTOR BD
385,406408,065+22,65910,09810,8221.93%+724
AMERICAN CENTY ETF TR16,54921,289+4,7401,3342,0540.37%+721
ARGENX SE(ARGX)2,5002,683+1831,8262,4890.44%+664
VISA INC(V)012,218+12,21804,1920.75%+4,192
J P MORGAN EXCHANGE TRADED F
JPMORGAN INTL VL
66,24868,788+2,5405,6736,3251.13%+652
GENERAL DYNAMICS CORP(GD)21,98523,054+1,0697,5468,1671.46%+621
ADVANCED MICRO DEVICES INC(AMD)(Put)01,000+1,0000581+581
ADVANCED MICRO DEVICES INC(AMD)1,0131,349+3362067840.14%+578
MICROSOFT CORP(MSFT)040,255+40,255015,0162.68%+15,016
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
014,696+14,69605370.10%+537
ISHARES GOLD TR(IAU)59,12476,119+16,9955,2125,7481.03%+535
STATE STR SPDR S&P 500 ETF T(SPY)(Put)0700+7000523+523
BLACKROCK ETF TRUST II09,906+9,90605010.09%+501
ETF SER SOLUTIONS
DEFIA QUANT ETF
02,671+2,67104420.08%+442
ELI LILLY & CO(LLY)673858+1856191,0290.18%+410
COCA COLA CO(KO)88,92388,192-7316,7637,1671.28%+405
ISHARES TR058,167+58,167010,1981.82%+10,198
GLOBAL X FDS
DATA CTR DIG ETF
012,834+12,83403900.07%+390
MORGAN STANLEY(MS)7,0927,428+3361,1671,5530.28%+386
INTERNATIONAL BUSINESS MACHS(IBM)08,306+8,30602,3360.42%+2,336
VISTRA CORP(VST)12,22213,611+1,3891,8372,1590.39%+322
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
010,117+10,11702970.05%+297
BONDBLOXX ETF TRUST
BLOOMBERG FVE YR
69,40075,634+6,2343,4123,6820.66%+270
ORACLE CORP(ORCL)036,369+36,36905,3300.95%+5,330
FIRST TR EXCHANGE-TRADED FD0125,088+125,08802,4480.44%+2,448
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,236+1,23602290.04%+229
ISHARES SILVER TR(SLV)04,281+4,28102290.04%+229
DUKE ENERGY CORP NEW(DUK)01,704+1,70402160.04%+216
ISHARES TR01,925+1,92502120.04%+212
WELLS FARGO & CO(WFC)02,517+2,51702080.04%+208
GLOBAL X FDS
US INFR DEV ETF
8,14710,504+2,3574146190.11%+205
ISHARES TR2,7102,71004926840.12%+192
HUBBELL INC(HUBB)4,0194,121+1021,9722,1560.38%+184
PROCTER & GAMBLE CO(PG)43,66044,135+4756,3066,4721.15%+166
VANECK ETF TRUST
JUNIOR GOLD MINE
8,29811,793+3,4959961,1590.21%+163
META PLATFORMS INC(META)4,6194,972+3532,6432,8010.50%+158
INVESCO EXCH TRADED FD TR II011,616+11,61601,0800.19%+1,080
INVESCO QQQ TR1,8301,620-2101,0561,1930.21%+137
GLOBAL X FDS
S&P 500 CATHOLIC
11,66211,66209111,0320.18%+121
BONDBLOXX ETF TRUST
BLOOMBERG THREE
74,39977,413+3,0143,6833,7960.68%+112
VANGUARD WORLD FD
INF TECH ETF
4143,312+2,8982893960.07%+107
ISHARES TR
MSCI USA MMENTM
851897+462043080.05%+103
BERKSHIRE HATHAWAY INC DEL2,5092,595+861,2021,2990.23%+96
STATE STR SPDR S&P 500 ETF T(SPY)918916-25976840.12%+87
AMERICAN CENTY ETF TR2,9343,222+2883264130.07%+86
ISHARES TR10,49210,871+3791,0171,0990.20%+82
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
5,5255,52503323790.07%+47
AMERICAN CENTY ETF TR2,7442,74402412720.05%+30
ISHARES INC
MSCI GBL ETF NEW
19,77019,738-321,1191,1480.20%+29
GLOBAL X FDS
GLOBAL X COPPER
16,35216,538+1861,2481,2730.23%+24
ISHARES TR99299202172400.04%+23
FIRST TR EXCHANGE-TRADED FD
FT VEST DJIA
10,55511,709+1,1542292490.04%+20
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
5,6985,952+2543233360.06%+13
SCHWAB STRATEGIC TR9,0759,07502782880.05%+9
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