Arkolith/Funds/Western Pacific Wealth Management, LP

Western Pacific Wealth Management, LP

CIK 1907320Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Western Pacific Wealth Management, LP holds a focused book of 181 stocks worth $110.6M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Alger AI Enable & Adopt ETF and trimmed Apple Inc. Their largest long position is Vanguard Dividend Apprec ETF at 12% of the equity book.

Opened
18
bought for the first time
Added to
23
already held, bought more
Trimmed
37
sold some, still holds it
Sold out
34
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
43%
Top 10 holdings
66%
Top 20 holdings
78%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

65% mapped to company sectors

Information Technology
39%
ETF / fund or unclassified
35%
Financials
10%
Consumer Discretionary
9%
Health Care
2%
Industrials
2%
Communication Services
1%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Western Pacific Wealth Management, LP

Manager / fundShared namesTheir $ in those
LPL Financial LLC80 / 80$66.9B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$15.9B
OSAIC HOLDINGS, INC.80 / 80$15.0B
CWM, LLC80 / 80$6.1B
Global Retirement Partners, LLC80 / 80$1.4B
MORGAN STANLEY79 / 80$551.7B
ROYAL BANK OF CANADA79 / 80$150.4B
RAYMOND JAMES FINANCIAL INC79 / 80$79.3B

Ranked by the share of each fund's own book sitting in the names it shares with Western Pacific Wealth Management, LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

181 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Dividend Appreciation ETF
ETF
$12.9M54.7K
11.7%
+1.9%
Added · +1K sh
2Vanguard High Dividend Yield Index ETF
ETF
$11.9M75.4K
10.8%
+1.7%
Added · +1K sh
3Apple Inc Com
Stock
$8.3M28.6K
7.5%
−0.9%
Reduced · −255 sh
4Alphabet Inc Cap STK CL A
Stock
$7.8M21.7K
7.0%
+0.6%
Added · +131 sh
5Amazon Com Inc Com
Stock
$7.1M29.6K
6.4%
−1.3%
Reduced · −377 sh
6Nvidia Corporation Com
Stock
$6.7M33.4K
6.0%
−0.2%
Reduced · −76 sh
7Microsoft Corp Com
Stock
$4.9M13.1K
4.4%
−2.4%
Reduced · −320 sh
8Berkshire Hathaway Inc Del CL B New
Stock
$4.7M9.5K
4.3%
−4.0%
Reduced · −400 sh
9Oakmark U.S. Large Cap ETF
ETF
$4.6M163.9K
4.2%
+2.2%
Added · +3K sh
10Alphabet Inc Cap STK CL C
Stock
$4.5M12.8K
4.1%
Held
11Baron Technology ETF
ETF
$3.4M103.3K
3.0%
+12%
Added · +11K sh
12Meta Platforms Inc CL A
Stock
$2.8M4.9K
2.5%
−4.5%
Reduced · −230 sh
13Taiwan Semiconductor Manufact Sponsored Ads
ADR
$1.4M3.0K
1.3%
Held
14Advanced Micro Devices Inc Com
Stock
$968K1.7K
0.9%
−4.8%
Reduced · −84 sh
15Costco Wholesale Corporation Com
Stock
$946K1.0K
0.9%
−1.1%
Reduced · −11 sh
16Broadcom Inc Com
Stock
$909K2.4K
0.8%
+5.4%
Added · +123 sh
17Invesco QQQ Trust Series I
ETF
$781K1.1K
0.7%
Held
18Palo Alto Networks Inc Com
Stock
$757K2.2K
0.7%
Held
19Wintrust Finl Corp Com
Stock
$681K4.2K
0.6%
Held
20Visa Inc Com CL A
Stock
$679K2.0K
0.6%
Held
21Palantir Technologies Inc CL A
Stock
$671K5.7K
0.6%
Held
22Schwab Charles Corp Com
Stock
$642K7.0K
0.6%
+29%
Added · +2K sh
23ASML Hldg NV N Y Registry SHS
ADR
$617K310
0.6%
+32%
Added · +75 sh
24State Street SPDR S&P 500 ETF
ETF
$585K783
0.5%
Held
25Vaneck Morningstar Wide Moat ETF
ETF
$572K5.5K
0.5%
−21%
Reduced · −2K sh
26Mastercard Incorporated CL A
Stock
$542K1.1K
0.5%
−2.0%
Reduced · −22 sh
27Marathon Pete Corp Com
Stock
$541K2.1K
0.5%
−12%
Reduced · −275 sh
28Elevance Health Inc Formerly A Com
Stock
$538K1.4K
0.5%
+47%
Added · +444 sh
29Airbnb Inc Com CL A
Stock
$529K3.7K
0.5%
Held
30Keurig DR Pepper Inc Com
Stock
$522K15.9K
0.5%
Held
31Wells Fargo & Co Com
Stock
$500K6.0K
0.5%
Held
32Alger AI Enablers & Adopters ETF
ETF
$494K10.8K
0.4%
New
New position
33Capital One Finl Corp Com
Stock
$487K2.4K
0.4%
Held
34Sysco Corp Com
Stock
$486K5.8K
0.4%
Held
35Marsh & McLennan Cos Inc Com
Stock
$434K2.6K
0.4%
+105%
Added · +1K sh
36Vanguard Total International Stock ETF
ETF
$427K5.0K
0.4%
Held
37American Intl Group Inc Com New
Stock
$423K5.7K
0.4%
Held
38Cbre Group Inc CL A
Stock
$413K3.1K
0.4%
Held
39Autozone Inc Com
Stock
$406K127
0.4%
Held
40Citigroup Inc Com New
Stock
$398K2.8K
0.4%
−6.3%
Reduced · −190 sh
41Intercontinental Exchange Inc Com
Stock
$367K3.0K
0.3%
Held
42Vail Resorts Inc Com
Stock
$363K2.7K
0.3%
Held
43Vanguard Morningstar Small-Cap Value ETF
ETF
$336K1.4K
0.3%
Held
44Iqvia Hldgs Inc Com
Stock
$331K1.7K
0.3%
Held
45State Street Energy Select Sector SPDR ETF
ETF
$329K6.2K
0.3%
Held
46Owens Corning New Com
Stock
$329K2.1K
0.3%
Held
47JPMorgan Chase & Co Com
Stock
$302K922
0.3%
Held
48Vanguard Morningstar Large-Cap Et
ETF
$301K875
0.3%
Held
49Workday Inc CL A
Stock
$296K2.4K
0.3%
New
New position
50Interactive Brokers Group Inc Com CL A
Stock
$279K3.2K
0.3%
Held
Showing 50 of 181 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 2026181$110.6M13F-HR
Q1 2026Mar 31, 2026Apr 17, 2026197$98.4M13F-HR
Q4 2025Dec 31, 2025Feb 4, 2026181$103.3M13F-HR
Q3 2025Sep 30, 2025Oct 21, 2025190$102.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.