1y return+19.2%S&P 500 +20.9%
3y return+68.3%S&P 500 +68.5%
5y return+64.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2017: $268 against $309 in the S&P 500.2
WESPAC Advisors SoCal, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SMHVaneck Etf Trust | $31.5M | 5.7% | −21.4% |
| GOOGLAlphabet Inc | $22.6M | 4.0% | −9.5% |
| AVGOBroadcom Inc | $22.1M | 4.0% | −5.4% |
| AAPLApple Inc | $19.4M | 3.5% | −2.4% |
| MUMicron Technology Inc | $16.9M | 3.0% | +41.6% |
| WMTWalmart Inc | $16.7M | 3.0% | |
| AVUVAmerican Centy Etf Tr | $15.1M | 2.7% | +4.7% |
| MSFTMicrosoft Corp | $15.0M | 2.7% | +3.0% |
| NVDANvidia Corporation | $14.5M | 2.6% | +16.4% |
| XARSpdr Series Trust | $14.3M | 2.6% | +2.1% |
| JPMJpmorgan Chase & Co | $13.7M | 2.5% | +3.2% |
| AMZNAmazon Com Inc | $13.5M | 2.4% | +2.5% |
| GRIDFirst Tr Exchange-traded Fd | $13.5M | 2.4% | +4.7% |
| IGIBIshares Tr | $13.5M | 2.4% | +25.4% |
| JMBSJanus Detroit Str Tr | $12.6M | 2.3% | +42.0% |
| WELLWelltower Inc | $12.5M | 2.2% | +2.1% |
| JAAAJanus Detroit Str Tr | $12.0M | 2.1% | +69.5% |
| EMEEmcor Group Inc | $11.9M | 2.1% | +2.9% |
| XLESelect Sector Spdr Tr | $11.4M | 2.0% | |
| XLVSelect Sector Spdr Tr | $11.0M | 2.0% | +4.8% |
| PYLDPimco Etf Tr | $10.8M | 1.9% | +5.9% |
| XLKSelect Sector Spdr Tr | $10.7M | 1.9% | −3.0% |
| IAIIshares Tr | $10.2M | 1.8% | −2.6% |
| Eaton Corp PLCCUSIP G29183103 | $10.1M | 1.8% | +6.5% |
| GDGeneral Dynamics Corp | $8.2M | 1.5% | +4.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $14.5M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $22.1M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $6.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $22.6M |
| GEVGe Vernova Inc | September 30, 2024 | +360.8% | $6.1M |
| SMHVaneck Etf Trust | December 31, 2023 | +275.1% | $31.5M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $10.7M |
| XLESelect Sector Spdr Tr | September 30, 2020 | +254.7% | $11.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $19.4M |
| JPMJpmorgan Chase & Co | September 30, 2022 | +213.2% | $13.7M |
Sold off last quarter
- SGOVIshares Tr was $3.0M
- CCitigroup Inc was $2.2M
- JPSTJ P Morgan Exchange Traded F was $2.0M
- USMVIshares Tr was $633K
- NOWServicenow Inc was $418K
- IVWIshares Tr was $324K
- FJULFirst Tr Exchng Traded Fd Vi was $244K
- CVXChevron Corporation was $239K
- EMBIshares Tr was $226K
- SLQDIshares Tr was $200K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.7% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | +7.9% | +7.8% |
| June 30, 2025 | +12.6% | +10.5% |
| March 31, 2025 | −5.2% | −4.6% |
| December 31, 2024 | +2.2% | +2.1% |
| September 30, 2024 | +3.3% | +5.4% |
| June 30, 2024 | +6.7% | +4.0% |
| March 31, 2024 | +10.3% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −2.7% | −3.6% |
| June 30, 2023 | +7.1% | +8.3% |
| March 31, 2023 | +2.5% | +7.0% |
| December 31, 2022 | +8.6% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −16.7% | −16.5% |
| March 31, 2022 | −3.5% | −4.9% |
| December 31, 2021 | +10.4% | +10.7% |
| September 30, 2021 | −1.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: WESPAC Advisors SoCal, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1668188&type=13F-HR&dateb=&owner=include&count=40CIK 1668188
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1668188/000117266126002638/Filed July 16, 2026 · accession 0001172661-26-002638