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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001907320

Western Pacific Wealth Management, LP

LAKE FOREST, IL · File #028-22128

Latest AUM
$103.3M
Positions
181
Top-10 Concentration
74.4%
Filings
12

Sector Allocation

Technology
24.0%$24.8M
Financials
3.3%$3.4M
Healthcare
1.7%$1.7M
Industrials
0.6%$665,564
Real Estate
0.5%$552,155
Energy
0.4%$441,985
Materials
0.1%$115,464
Utilities
0.1%$58,626

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD DIVIDEND APPRECIATION ETF92190884453,560$11.8M12.46%
2VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640673,910$10.6M11.23%
3APPLE INC COMAAPL28,784$7.8M8.28%
4ALPHABET INC CAP STK CL AGOOG22,709$7.1M7.53%
5AMAZON COM INC COMAMZN30,438$7.0M7.44%
6MICROSOFT CORP COMMSFT13,106$6.3M6.71%
7NVIDIA CORPORATION COMNVDA33,595$6.3M6.63%
8BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A9,868$5.0M5.25%
9OAKMARK U.S. LARGE CAP ETF41456U106154,243$4.4M4.63%
10ALPHABET INC CAP STK CL CGOOG12,798$4.0M4.25%
11META PLATFORMS INC CL AMETA5,188$3.4M3.63%
12BARON TECHNOLOGY ETF06829D50378,296$2.0M2.08%
13PALANTIR TECHNOLOGIES INC CL APLTR5,425$964,2941.02%
14TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391002,962$900,1220.95%
15COSTCO WHOLESALE CORPORATION COM22160K1051,018$877,8620.93%
16SALESFORCE INC COMCRM2,983$790,2270.84%
17BROADCOM INC COMAVGO2,090$723,4330.77%
18VANECK MORNINGSTAR WIDE MOAT ETF92189F6436,983$723,1880.77%
19VISA INC COM CL AV1,979$694,0830.73%
20INVESCO QQQ TRUST SERIES IIVZ1,060$651,2580.69%