Western Pacific Wealth Management, LP has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists the firm's contact information, including Director of Client Services Katherine Andersen, located in Lake Forest, Illinois.
The report details a portfolio consisting of 233 individual equity positions. The largest holding disclosed is Apple Inc., with 9,175,792 shares. Other significant positions include Microsoft Corporation with 6,501,497 shares, and Alphabet Inc. Class A with 7,692,450 shares. The filing also lists substantial stakes in NVIDIA Corporation (7,536,321 shares), Meta Platforms Inc. Class A (3,531,213 shares), and Berkshire Hathaway Inc. Class B (4,719,570 shares).
The portfolio includes a mix of large-cap technology stocks, consumer staples, and healthcare companies. Notable entries include Costco Wholesale Corporation (964 shares), Johnson & Johnson (75 shares), and Eli Lilly & Co. (50 shares). The filing also lists positions in various exchange-traded funds, including the Invesco QQQ Trust Series I, the Vanguard Total International Stock ETF, and the iShares Core S&P 500 ETF.
The filing indicates that Western Pacific Wealth Management holds a total of 180,118,734 shares across all disclosed positions.
