<strong>Western Pacific Wealth Management LP</strong>: Portfolio Shifts in Q2 2026

As reported by InsiderSet on June 30, 2026, Western Pacific Wealth Management LP, a significant investor with substantial assets under management, has made notable adjustments to its portfolio holdings during the second quarter.

The firm's total portfolio value stood at $101.7 million as of June 30th, reflecting ongoing market dynamics and strategic investment decisions. Changes were observed across various sectors, with a particular focus on Technology stocks which saw both additions and reductions in weight within the quarter.

Technology Sector Activity: In this sector, Western Pacific Wealth Management demonstrated active trading behavior. Notably, they increased their stake in several companies: WDAY, the common stock of Rigetti Computing Inc., saw a 100% increase in shares held during Q2. Similarly, ACN (Accenture PLC) experienced an 800% jump in holdings due to purchasing 1,825 additional shares. Technology sector ETFs also saw changes; the premium income fund GPIX was added with a significant increase of 1400% in share count.

Financial Services Sector: The investor maintained strong positions in this sector, holding companies like MSFT, the common stock of Microsoft Corporation (4.42% allocation), and SCHW (Schwab Investment Management Inc., 0.58%). However, there was a notable increase in holdings for another Financial Services ETF, the wide moat fund MOAT, which increased by approximately 21%. Conversely, they reduced their position in BRK-B (Berkshire Hathaway Inc. Class B), a large cap stock with a significant allocation of 4.29%.

Communication Services & Consumer Sectors: The investor also adjusted holdings in Communication Services, including GOOGL, the common stock of Alphabet Inc. Class C (0.40% allocation), and META (Meta Platforms, Inc.). In Consumer Cyclical stocks, they adjusted their position in AMZN, the common stock of Amazon.com Inc., which saw a slight reduction.

Energy and Other Sectors: The Energy sector allocation remained relatively stable, with ICLR, the common stock of Icon PLC, showing a decrease in holdings but still maintaining its position. Holdings in sectors like Consumer Defensive (2.32%), Healthcare (2.18%) and Industrials (1.02%) were also part of their portfolio as disclosed by InsiderSet.

Key Changes: Overall, Western Pacific Wealth Management's portfolio saw a net increase in holdings count from the previous quarter, indicating active management. The most significant changes involved substantial increases in positions for RCA, ACN, and WDAY (though WDAY was a new position). Conversely, they sold significant amounts from CRM, the common stock of Salesforce Inc., and other stocks like NFLX (Netflix, Inc.) and others as indicated by InsiderSet's analysis.

In Conclusion: The portfolio adjustments reflect a dynamic investment strategy focused on capitalizing on market movements. For more detailed information about Western Pacific Wealth Management LP or its holdings, please visit their profile and the linked stock profiles for specific company data.