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Manager record

Western Pacific Wealth Management, LP

Lake Forest, IL · CIK 1907320 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$118.73MReported 13F valueQ3 2026 · as filed
180Holdings listed
+7.4%vs prior quartervalue change includes market moves
6Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $104.3M$104.3MQ2 2025197 holdingsQ3 2025: $102.5M$102.5MQ3 2025190 holdingsQ4 2025: $103.3M$103.3MQ4 2025181 holdingsQ1 2026: $98.4M$98.4MQ1 2026197 holdingsQ2 2026: $110.6M$110.6MQ2 2026181 holdingsQ3 2026: $118.7M$118.7MQ3 2026180 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$118.73M · 180 holdings listed · View original SEC filing ↗
Aug 07 2026 13F-HR · period Q2 2026

$110.60M · 181 holdings listed · View original SEC filing ↗
Apr 17 2026 13F-HR · period Q1 2026

$98.35M · 197 holdings listed · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$103.26M · 181 holdings listed · View original SEC filing ↗
Oct 21 2025 13F-HR · period Q3 2025

$102.45M · 190 holdings listed · View original SEC filing ↗
Jul 10 2025 13F-HR · period Q2 2025

$104.27M · 197 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology