Western Financial Corp, based in San Diego, California, has filed a Form 13F-HR with the U.S. Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing, signed by President, CEO, and CIO Richard S. Levenson, reports the company holds positions in 136 different equities.
The portfolio is diversified across a wide range of sectors, with significant weightings in technology and healthcare. Notable holdings include Apple Inc., with 7,062,953 shares; Microsoft Corporation, with 535,906 shares; and Visa Inc., with 1,176,589 shares. In the healthcare sector, the filing lists Johnson & Johnson with 5,149,576 shares and Merck & Co. Inc. with 5,014,968 shares.
The filing also reveals substantial positions in several exchange-traded funds (ETFs), including the iShares Core S&P 500 ETF, the iShares 20 Year Treasury Bond ETF, and the Vanguard Index Funds Morningstar Large Cap ETF. These ETF holdings represent a significant portion of the total portfolio value.
The report details the specific number of shares held for each security, indicating that Western Financial Corp manages a substantial equity portfolio with a mix of individual stocks and broad-market index funds.
