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Home > Institutional Investor > Western Pacific Wealth Management, Lp > Profile

Instuitional Investor - Western Pacific Wealth Management, Lp

Fund Profile
Filing Period:
Fund Name: Western Pacific Wealth Management, Lp
Portfolio Value $118,734,635
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Dividend Appreciation Etf - ETF
 54,798 $12,784,818 10.77%
2.
Vanguard Whitehall Funds
 VYM 75,651 $11,740,995 9.89%
3.
Apple Inc.
 AAPL 27,553 $9,175,792 7.73%
4.
Alphabet Inc.
 GOOGL 22,357 $7,692,450 6.48%
5.
Nvidia Corp
 NVDA 32,999 $7,536,321 6.35%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.