Wespac Advisors SoCal Portfolio Changes in Q2 2026
This analysis details the significant purchases and sales made by Wespac Advisors Socal, Llc during the second quarter of 2026.
As reported for the period ending June 30th, 2026 (Q2), Wespac Advisors Socal, Llc's portfolio saw notable shifts in its holdings. The total assets under management remained substantial at approximately $537 million.
Major Purchases This Quarter
Significant Growth Observed: Wespac Advisors SoCal demonstrated strong buying activity during Q2 2026, adding considerable value to several positions. The most prominent purchase was the JANUS DETROIT STR TR (JAAA) ETF, which saw a massive increase of over 97,000 shares representing a staggering +69.49% change from the previous quarter.
Other significant additions included:
- ISHARES TR (TIP): A substantial increase in holdings with approximately +24,368 shares added (+121.52%).
- CROWDSTRIKE HLDGS INC (CRWD): The investor acquired a significant number of shares, adding about 15,451 shares (+311.45%) to this Technology stock.
- VANGUARD INDEX FDS (VUG): A notable increase with over +31,000 shares added during the quarter.
- PIMCO ETF TR (PYLD): Holdings increased by about 22,659 shares (+5.88%).
- INVESCO EXCHANGE TRADED FD T (RSP): The investor doubled down on this position with an increase of exactly +17,503 shares.
- ISHARES GOLD TR (IAU): A considerable addition to the portfolio with over +16,995 shares added (+28.74%).
- FIRST TR EXCHANGE TRADED FD (AIRR): The position was increased by approximately +16,731 shares.
Notable Sales and Reductions
The investor also reduced its exposure in certain areas during Q2 2026. A key sale involved the ISHARES TR (CMF) ETF, which experienced a significant decrease of over +15,882 shares (-54.81%) from its previous quarter holdings.
Furthermore:
- VANECK ETF TRUST (SMH): Holdings were substantially reduced by approximately -13,103 shares (-21.42%).
Overall Portfolio Dynamics
The portfolio now holds 112 distinct holdings as of June 30th, 2026. The top five positions by weight accounted for approximately 20.16% of the total value, slightly less than previous quarters.
Wespac Advisors SoCal appears to favor Exchange Traded Funds (ETFs), with many of its significant changes being related to ETF holdings. This quarter's actions reflect a strategy focused on capitalizing on specific sector movements and potentially adjusting exposure based on market conditions or performance metrics, including Technology stocks like CRWD alongside established names such as those in the Real Estate sector.