Long-term investor
Western Pacific Wealth Management, LP @westernpacificwealthmana
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001907320).
Record
- Tracked since 2025-06-30 (434 days), 86 trades recorded
- Returns: week n/a · month n/a · 90 days +10.6% · 6 months +7.2% · 1 year +17.8% · all +17.8%
- Max drawdown -6.5% · Sharpe 0.77 · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VIG · 11.7% · long · since 2025-06-30
- VYM · 10.8% · long · since 2025-06-30
- AAPL · 7.5% · long · since 2025-06-30
- GOOGL · 7.0% · long · since 2025-06-30
- AMZN · 6.4% · long · since 2025-06-30
- NVDA · 6.0% · long · since 2025-06-30
- MSFT · 4.4% · long · since 2025-06-30
- BRK-B · 4.3% · long · since 2025-06-30
- OAKM · 4.2% · long · since 2025-06-30
- GOOG · 4.1% · long · since 2025-06-30
- BCTK · 3.0% · long · since 2025-12-31
- META · 2.5% · long · since 2025-06-30