Western Pacific Wealth Management, LP
CIK
1907320
City
Lake Forest
State / Country
IL
Top Portfolio Positions
160 positions ·
$62,208,561 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
28,858 | $7,323,871 | 11.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
30,027 | $6,253,723 | 10.05% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
21,591 | $6,208,707 | 9.98% | |
| NVDA |
Nvidia Corp
Technology
|
33,440 | $5,831,936 | 9.37% | |
| MSFT |
Microsoft Corp
Technology
|
13,422 | $4,968,421 | 7.99% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
9,878 | $4,733,537 | 7.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
5,150 | $2,946,469 | 4.74% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,022 | $1,018,351 | 1.64% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
2,962 | $1,001,007 | 1.61% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
5,748 | $840,817 | 1.35% |
Portfolio Trend
18 quarters · across all stocks
Holdings in UNL
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $276 | 40 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $295 | 40 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $311 | 40 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $348 | 40 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $410 | 40 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $326 | 40 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $315 | 40 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $330 | 40 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $309 | 40 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $343 | 40 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $435 | 40 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $460 | 40 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $463 | 40 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $689 | 40 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $882 | 40 | Shares | Sole | 2022-10-27 | |
| No 13F history on record for this holder in this stock. | ||||||