Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $103,258,497
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Dividend Appreciation Etf - ETF
 53,560 $11,771,345 11.4%
2.
Vanguard Whitehall Funds
 73,910 $10,607,499 10.27%
3.
Apple Inc.
 AAPL 28,784 $7,825,110 7.58%
4.
Alphabet Inc.
 GOOGL 22,709 $7,107,784 6.88%
5.
Amazon Com Inc
 AMZN 30,438 $7,025,699 6.8%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.