CIK 1954480
Western Financial Corp/CA
Institutional 13F holdings & portfolio
Holdings
113
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 113
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | 7K | $1M+ | SH |
| ARES | ARES MANAGEMENT CORPORATION | 7K | $1M+ | SH |
| AAPL | APPLE INC | 4K | $1M+ | SH |
| EQT | EQT CORP | 20K | $1M+ | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 3K | $1M+ | SH |
| PODD | INSULET CORP | 4K | $1M+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 48K | $500K+ | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 50K | $500K+ | SH |
| MCK | MCKESSON CORP | 1K | $500K+ | SH |
| BANC | BANC OF CALIFORNIA INC | 49K | $500K+ | SH |
| SYM | SYMBOTIC INC | 16K | $500K+ | SH |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 55K | $500K+ | SH |
| ZS | ZSCALER INC | 4K | $500K+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 45K | $500K+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 6K | $500K+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 43K | $500K+ | SH |
| KKR | KKR & CO INC | 6K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 6K | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP | 915 | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 4K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 19K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| WMB | WILLIAMS COS INC | 12K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| ORCL | ORACLE CORP | 4K | $500K+ | SH |
| FALN | ISHARES TR | 25K | $500K+ | SH |
| FLOT | ISHARES TR | 14K | $500K+ | SH |
| BX | BLACKSTONE INC | 5K | $500K+ | SH |
| VV | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 2K | $500K+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 26K | $500K+ | SH |
| ARCC | ARES CAPITAL CORP | 29K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 3K | $500K+ | SH |
| IUSB | ISHARES TR | 10K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 4K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 932 | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 87 | $100K–$500K | SH |
| XTEN | BONDBLOXX ETF TRUST | 9K | $100K–$500K | SH |
| MBB | ISHARES TR | 4K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| PFE | PFIZER INC | 13K | $100K–$500K | SH |
| SPYM | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| DYNF | BLACKROCK ETF TRUST | 5K | $100K–$500K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| PGF | INVESCO EXCHANGE TRADED FD T | 21K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| BINC | BLACKROCK ETF TRUST II | 6K | $100K–$500K | SH |