Western Pacific Wealth Management, LP - Q12026 Holdings

Western Pacific Wealth Management, LP holds 197 stocks with a total portfolio value of $ 98.35M as of Q12026. In Q12026, Western Pacific Wealth Management, LP added 21 new positions, increased stakes in 36 stocks, reduced 18 holdings, and fully exited 5 positions. The largest holding is Vanguard Dividend Appreciation Etf (VIG), representing 11.73% of the total portfolio.