SEC Form 13F · Q1 2026

WESPAC Advisors SoCal, LLC

Institutional Holdings Report

13F-HRCA
$470.2M
Portfolio Value
119
Holdings
Q1 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
WESPAC Advisors SoCal, LLC
CIK
1668188
Accession No.
0001172661-26-001497
Location
Pasadena, CA
Form Type
13F-HR
Portfolio Value
$470.2M
Holdings Reported
119
Reporting Period
Q1 2026
Filed
April 15, 2026

About this Filing

WESPAC Advisors SoCal, LLC is an institutional investment manager based in Pasadena, CA reporting approximately $470.2M in 13(f) securities across 119 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.