13F Filings History of Western Pacific Wealth Management, LP

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$103,258,497
Signature - Title
Katherine Andersen - Director of Client Services
Location
Lake Forest, IL
Summary
This page shows a list of all the recent 13F filings made by Western Pacific Wealth Management, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Western Pacific Wealth Management, LP reported 181 stock holdings with total value $103,258,497 as of Q4 2025. Top holdings included VIG, VYM, AAPL, GOOGL, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 181 $103,258,497 +$6,351,262 -$8,765,261 -$2,413,999 VIG, VYM, AAPL, GOOGL, AMZN 13F-HR 04 Feb 2026, 14:10
Q3 2025 190 $102,453,463 +$3,392,255 -$15,638,002 -$12,245,747 VIG, AAPL, VYM, NVDA, MSFT 13F-HR 21 Oct 2025, 13:31
Q2 2025 197 $104,274,321 +$7,286,510 -$25,178,872 -$17,892,362 AAPL, VIG, AMZN, VYM, MSFT 13F-HR 10 Jul 2025, 14:53
Q1 2025 199 $110,598,408 +$4,576,417 -$9,009,804 -$4,433,387 NKE, AAPL, VIG, AMZN, VYM 13F-HR 17 Apr 2025, 13:43
Q4 2024 209 $123,939,754 +$5,853,203 -$31,577,994 -$25,724,791 NKE, AAPL, AMZN, VIG, VYM 13F-HR 24 Jan 2025, 13:47
Q3 2024 254 $150,362,993 +$7,981,192 -$2,594,686 +$5,386,506 NKE, AAPL, VIG, AMZN, VYM 13F-HR 31 Oct 2024, 15:51
Q2 2024 229 $132,231,436 +$7,308,338 -$2,409,136 +$4,899,202 NKE, AAPL, AMZN, VIG, MSFT 13F-HR 14 Aug 2024, 11:25
Q1 2024 303 $137,857,772 +$8,467,697 -$3,915,420 +$4,552,277 NKE, AAPL, VIG, AMZN, VYM 13F-HR 15 May 2024, 10:45
Q4 2023 241 $136,858,952 +$2,287,589 -$2,176,098 +$111,491 NKE, AAPL, VIG, AMZN, MSFT 13F-HR 09 Feb 2024, 12:33
Q3 2023 274 $121,811,445 +$3,268,825 -$1,918,716 +$1,350,109 NKE, AAPL, VIG, AMZN, VYM 13F-HR 26 Oct 2023, 11:56
Q2 2023 279 $132,014,042 +$4,756,312 -$2,499,125 +$2,257,187 NKE, AAPL, VIG, AMZN, VYM 13F-HR 08 Aug 2023, 12:40
Q1 2023 302 $130,803,263 +$4,483,239 -$2,409,315 +$2,073,924 NKE, AAPL, VIG, AMZN, VYM 13F-HR 11 May 2023, 11:07
Q4 2022 288 $120,265,607 +$4,870,715 -$2,569,253 +$2,301,462 NKE, AAPL, VIG, VYM, AMZN 13F-HR 03 Feb 2023, 13:33
Q3 2022 226 $97,041,000 +$13,664,218 -$2,834,715 +$10,829,503 NKE, AAPL, AMZN, VIG, VYM 13F-HR 27 Oct 2022, 10:07
Q2 2022 191 $102,490,000 +$4,244,265 -$5,335,880 -$1,091,615 NKE, AAPL, VIG, AMZN, VYM 13F-HR 01 Aug 2022, 10:30
Q1 2022 219 $137,132,000 +$6,331,838 -$2,799,859 +$3,531,979 NKE, AAPL, AMZN, VIG, VYM 13F-HR 21 Apr 2022, 10:36
Q4 2021 223 $155,458,000 $0 $0 $0 NKE, AAPL, AMZN, MSFT, GOOG 13F-HR 14 Feb 2022, 16:22