WESPAC Advisors SoCal, LLC

Position in HOOD — Robinhood Markets, Inc.

CIK 1668188 Pasadena, CA

Position in HOOD

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,860,587

+$963,084 QoQ

Shares Held

28,526

+4.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#491

of 1,386 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 62% Shared 0% None 38%

Financial Services · as of Jun 30, 2026

WESPAC Advisors SoCal, LLC holds $12,820,938 across 4 Capital Markets names. HOOD ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	7,777	$7,865,424
2	HOOD	Robinhood Markets, Inc. This page	28,526	$2,860,587
3	MS	Morgan Stanley	7,428	$1,552,749
4	SCHW	Schwab Charles Corp	5,876	$542,178

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,860,587	28,526	+4.2%	Shares	Sole	2026-07-16
2026-03-31	$1,897,503	27,381	+34.2%	Shares	Sole	2026-04-15
2025-12-31	$2,308,371	20,410	+9.1%	Shares	Sole	2026-01-07
2025-09-30	$2,678,038	18,704	+2.2%	Shares	Sole	2025-10-22
2025-06-30	$1,713,241	18,298	—	Shares	Sole	2025-07-30
No filing history on record for this holder in this stock.