WESPAC Advisors SoCal, LLC ETF holdings
Pasadena, CA
Reported $254.2M in 66 ETFs in its Form 13F for June 30, 2026.
ETF value
$254.2M
ETFs held
66
Change from prior quarter
+16.9%
With price moves
ETFs as a share of its 13F
45.6%
of $557.8M
Top 10 of 66 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SMH | VanEck Semiconductor ETF | $31.5M | 48,055 | −13,102 shares |
| AVUV | Avantis US Small Cap Value ETF | $15.1M | 121,018 | +5,456 shares |
| XAR | State Street SPDR S&P Aerospace & Defense ETF | $14.3M | 50,425 | +1,061 shares |
| GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $13.5M | 70,308 | +3,159 shares |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | $13.5M | 253,160 | +51,294 shares |
| JMBS | Janus Henderson Mortgage-Backed Securities ETF | $12.6M | 279,670 | +82,655 shares |
| JAAA | Janus Henderson AAA CLO ETF | $12.0M | 236,757 | +97,071 shares |
| XLE | State Street Energy Select Sector SPDR ETF | $11.4M | 215,021 | +335 shares |
| XLV | State Street Health Care Select Sector SPDR ETF | $11.0M | 69,416 | +3,201 shares |
| PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | $10.8M | 408,065 | +22,659 shares |
56 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001668188. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does WESPAC Advisors SoCal, LLC own?
WESPAC Advisors SoCal, LLC reported 66 ETF positions worth $254.2M in its Form 13F for June 30, 2026. The largest was SMH, at $31.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.