Western Financial Corp/CA - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Western Financial Corp/CA held in its portfolio 113 assets valued at $252,146,188 (i.e. $252.15M).
The most valuable assets in the portfolio included: ARROWHEAD PHARMACEUTICALS IN ($54.46M), ENTERPRISE FINL SVCS CORP ($31.18M), and WELLS FARGO CO NEW ($8.99M).
The chart below shows the top 10 valuable assets, and the table below shows the top 113 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Western Financial Corp/CA - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ARROWHEAD PHARMACEUTICALS IN | 820239 | 54455667 | COM |
| ENTERPRISE FINL SVCS CORP | 577378 | 31178428 | COM |
| WELLS FARGO CO NEW | 96456 | 8989699 | COM |
| ADVANCED MICRO DEVICES INC | 31103 | 6661018 | COM |
| GE AEROSPACE | 20012 | 6164373 | COM NEW |
| PALANTIR TECHNOLOGIES INC | 32335 | 5747546 | CL A |
| INTEL CORP | 153010 | 5646069 | COM |
| APPLOVIN CORP | 6057 | 4081328 | COM CL A |
| GOLDMAN SACHS GROUP INC | 4341 | 3815390 | COM |
| BANK NEW YORK MELLON CORP | 31973 | 3711784 | COM |
| AMERICAN EXPRESS CO | 9867 | 3650131 | COM |
| WALMART INC | 32619 | 3634133 | COM |
| CROWDSTRIKE HLDGS INC | 7725 | 3621171 | CL A |
| 3M CO | 21152 | 3386427 | COM |
| ELI LILLY & CO | 3146 | 3381075 | COM |
| MICRON TECHNOLOGY INC | 11418 | 3258811 | COM |
| ALPHABET INC | 8698 | 2722508 | CAP STK CL A |
| TESLA INC | 5916 | 2660544 | COM |
| WARNER BROS DISCOVERY INC | 90248 | 2600947 | COM SER A |
| GE VERNOVA INC | 3630 | 2372471 | COM |
| NETFLIX INC | 25017 | 2345594 | COM |
| NVIDIA CORPORATION | 12450 | 2321950 | COM |
| ISHARES TR | 98072 | 2258106 | US TREAS BD ETF |
| BROADCOM INC | 6481 | 2243103 | COM |
| META PLATFORMS INC | 3135 | 2069489 | CL A |
| OREILLY AUTOMOTIVE INC | 22103 | 2016051 | COM |
| ROYAL CARIBBEAN GROUP | 7142 | 1991951 | COM |
| WELLTOWER INC | 10696 | 1985249 | COM |
| SHOPIFY INC | 12119 | 1950795 | CL A SUB VTG SHS |
| DOORDASH INC | 8593 | 1946143 | CL A |
| TRANSDIGM GROUP INC | 1436 | 1909665 | COM |
| CINTAS CORP | 10145 | 1907991 | COM |
| BOSTON SCIENTIFIC CORP | 19695 | 1877918 | COM |
| TAKE-TWO INTERACTIVE SOFTWAR | 7329 | 1876444 | COM |
| AUTOZONE INC | 545 | 1847689 | COM |
| AMPHENOL CORP NEW | 13583 | 1835598 | CL A |
| MASTERCARD INCORPORATED | 2943 | 1680080 | CL A |
| T-MOBILE US INC | 8241 | 1673198 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 5528 | 1522356 | ORD SHS |
| HOWMET AEROSPACE INC | 7380 | 1513048 | COM |
| ISHARES TR | 33202 | 1423359 | 0-5YR HI YL CP |
| INTERNATIONAL BUSINESS MACHS | 4745 | 1405448 | COM |
| HILTON WORLDWIDE HLDGS INC | 4835 | 1388909 | COM |
| MARRIOTT INTL INC NEW | 4432 | 1374911 | CL A |
| INTERACTIVE BROKERS GROUP IN | 21185 | 1362407 | COM CL A |
| ISHARES TR | 15533 | 1353814 | 20 YR TR BD ETF |
| ISHARES TR | 12226 | 1346675 | TRUST ISHARE 0-1 |
| CAPITAL ONE FINL CORP | 5545 | 1343777 | COM |
| CLOUDFLARE INC | 6760 | 1332734 | CL A COM |
| QUANTA SVCS INC | 3060 | 1291504 | COM |
| LAM RESEARCH CORP | 7308 | 1250983 | COM NEW |
| ARES MANAGEMENT CORPORATION | 6829 | 1103771 | CL A COM STK |
| APPLE INC | 4049 | 1100746 | COM |
| EQT CORP | 20459 | 1096602 | COM |
| ALNYLAM PHARMACEUTICALS INC | 2731 | 1085982 | COM |
| INSULET CORP | 3683 | 1046856 | COM |
| INVESCO EXCH TRD SLF IDX FD | 47945 | 987657 | INVSCO BLSH 28 |
| INVESCO EXCH TRD SLF IDX FD | 50185 | 945227 | BULETSHS 2029 |
| MCKESSON CORP | 1152 | 944777 | COM |
| BANC OF CALIFORNIA INC | 48896 | 943205 | COM |
| SYMBOTIC INC | 15821 | 941350 | CLASS A COM |
| INVESCO EXCH TRD SLF IDX FD | 54959 | 929906 | INVSCO 30 CORP |
| ZSCALER INC | 4051 | 911151 | COM |
| INVESCO EXCH TRD SLF IDX FD | 44815 | 877257 | BULSHS 2026 CB |
| APOLLO GLOBAL MGMT INC | 5964 | 863370 | COM |
| INVESCO EXCH TRD SLF IDX FD | 42877 | 846391 | BULSHS 2027 CB |
| KKR & CO INC | 6377 | 812990 | COM |
| ARISTA NETWORKS INC | 6175 | 809110 | COM SHS |
| PARKER-HANNIFIN CORP | 915 | 804476 | COM |
| JPMORGAN CHASE & CO. | 2489 | 802006 | COM |
| PALO ALTO NETWORKS INC | 4198 | 773272 | COM |
| VERIZON COMMUNICATIONS INC | 18522 | 754391 | COM |
| PROGRESSIVE CORP | 3243 | 738507 | COM |
| WILLIAMS COS INC | 12183 | 732291 | COM |
| AMAZON COM INC | 3076 | 710002 | COM |
| ORACLE CORP | 3565 | 694898 | COM |
| ISHARES TR | 25450 | 694793 | FALN ANGLS USD |
| ISHARES TR | 13648 | 694156 | FLTG RATE NT ETF |
| BLACKSTONE INC | 4502 | 693885 | COM |
| VANGUARD INDEX FDS | 2146 | 675561 | LARGE CAP ETF |
| TRANE TECHNOLOGIES PLC | 1734 | 674873 | SHS |
| SCHWAB STRATEGIC TR | 25698 | 600553 | US AGGREGATE B |
| ARES CAPITAL CORP | 28866 | 583960 | COM |
| VISA INC | 1555 | 545478 | COM CL A |
| ALPHABET INC | 1713 | 537456 | CAP STK CL C |
| SIMON PPTY GROUP INC NEW | 2749 | 508867 | COM |
| ISHARES TR | 10457 | 486674 | CORE UNIVRSL USD |
| GILEAD SCIENCES INC | 3947 | 484455 | COM |
| BERKSHIRE HATHAWAY INC DEL | 932 | 468470 | CL B NEW |
| BOOKING HOLDINGS INC | 87 | 466601 | COM |
| BONDBLOXX ETF TRUST | 8660 | 400265 | BLOOMBERG TEN YR |
| ISHARES TR | 4137 | 393937 | MBS ETF |
| CHEVRON CORP NEW | 2478 | 377711 | COM |
| PFIZER INC | 13316 | 331572 | COM |
| SPDR SERIES TRUST | 4019 | 322403 | STATE STREET SPD |
| BLACKROCK ETF TRUST | 5291 | 321746 | ISHARES US EQUIT |
| INVESCO EXCHANGE TRADED FD T | 2030 | 317976 | AEROSPACE DEFN |
| INVESCO EXCHANGE TRADED FD T | 20952 | 296267 | FINL PFD ETF |
| ISHARES TR | 1389 | 294565 | S&P 500 VAL ETF |
| BLACKROCK ETF TRUST II | 5562 | 293506 | ISHARES FLEXIBLE |
| INVESCO EXCHANGE TRADED FD T | 5319 | 286952 | NASDAQ INTERNT |
| INVESCO EXCHANGE TRADED FD T | 8989 | 274524 | WILDERHIL CLAN |
| ISHARES TR | 2184 | 269200 | S&P 500 GRWT ETF |
| INVESCO EXCHANGE TRADED FD T | 4506 | 268422 | NEXT GEN MEDIA |
| MICROSOFT CORP | 552 | 267014 | COM |
| INVESCO EXCHANGE TRADED FD T | 4400 | 260832 | S&P 500 TOP 50 |
| COINBASE GLOBAL INC | 1085 | 245362 | COM CL A |
| BLACKROCK ENHANCED EQUITY DI | 24032 | 227824 | COM |
| ISHARES TR | 4382 | 219144 | CORE INTL AGGR |
| ISHARES TR | 2917 | 208271 | EAFE VALUE ETF |
| INVESCO EXCHANGE TRADED FD T | 3375 | 206989 | LEISURE AND ENTE |
| INVESCO EXCHANGE TRADED FD T | 1168 | 203905 | DORSEY WRGT INDS |
| MIZUHO FINANCIAL GROUP INC | 13575 | 99369 | SPONSORED ADR |
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