Western Pacific Wealth Management, LP
CIK
1907320
City
Lake Forest
State / Country
IL
Top Portfolio Positions
159 positions ·
$57,475,024 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
28,858 | $7,323,871 | 12.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
30,027 | $6,253,723 | 10.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
21,591 | $6,208,707 | 10.80% | |
| NVDA |
Nvidia Corp
Technology
|
33,440 | $5,831,936 | 10.15% | |
| MSFT |
Microsoft Corp
Technology
|
13,422 | $4,968,421 | 8.64% | |
| META |
Meta Platforms, Inc.
Communication Services
|
5,150 | $2,946,469 | 5.13% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,022 | $1,018,351 | 1.77% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
2,962 | $1,001,007 | 1.74% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
5,748 | $840,817 | 1.46% | |
| AVGO |
Broadcom Inc.
Technology
|
2,284 | $706,920 | 1.23% |
Portfolio Trend
Holdings in BIPH
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,038 | 887 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $30,814 | 887 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $29,173 | 887 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $29,714 | 887 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $48,706 | 1,635 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $51,976 | 1,635 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $57,290 | 1,635 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $44,864 | 1,635 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $51,028 | 1,635 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $51,486 | 1,635 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $48,069 | 1,635 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $59,677 | 1,635 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $55,213 | 1,635 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $50,668 | 1,635 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $58,696 | 1,635 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $139,464 | 3,649 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $107,469 | 2,434 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $98,674 | 2,434 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||