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 101–113 of 113
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PNQI | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| PBW | INVESCO EXCHANGE TRADED FD T | 9K | $100K–$500K | SH |
| IVW | ISHARES TR | 2K | $100K–$500K | SH |
| GGME | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 552 | $100K–$500K | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| COIN | COINBASE GLOBAL INC | 1K | $100K–$500K | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 24K | $100K–$500K | SH |
| IAGG | ISHARES TR | 4K | $100K–$500K | SH |
| EFV | ISHARES TR | 3K | $100K–$500K | SH |
| PEJ | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| PRN | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| MFG | MIZUHO FINANCIAL GROUP INC | 14K | $50K–$100K | SH |