# EDGAR Filing Document

**Accession Number:** 0001668188
**File Stem:** 0001172661-23-000282
**Filing Date:** 2023-1
**Character Count:** 12274
**Document Hash:** 2079612620cbf8e52aa6d7e61febf19e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-23-000282.hdr.sgml**: 20230125

**ACCESSION NUMBER**: 0001172661-23-000282

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230125

**DATE AS OF CHANGE**: 20230125

**EFFECTIVENESS DATE**: 20230125

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WESPAC Advisors SoCal, LLC
- **CENTRAL INDEX KEY:** 0001668188
- **IRS NUMBER:** 453279358
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17399
- **FILM NUMBER:** 23552002

**BUSINESS ADDRESS:**
- **STREET 1:** 201 S. LAKE AVENUE
- **STREET 2:** SUITE 509
- **CITY:** PASADENA
- **STATE:** CA
- **ZIP:** 91101
- **BUSINESS PHONE:** 626-304-9888

**MAIL ADDRESS:**
- **STREET 1:** 201 S. LAKE AVENUE
- **STREET 2:** SUITE 509
- **CITY:** PASADENA
- **STATE:** CA
- **ZIP:** 91101

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** WESPAC Advisors SoCal LLC<br>**Address:** 201 S. Lake Avenue<br>Suite 509<br>Pasadena, CA 91101

**Form 13F File Number:** 028-17399

**CRD Number (if applicable):** 000158413

**SEC File Number (if applicable):** 801-77286

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Wade S. Perry<br>**Title:** Managing Member<br>**Phone:** 626-304-9888

**Signature, Place, and Date of Signing:**

/s/ Wade S. Perry  Pasadena, CA  01-25-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 87

**Form 13F Information Table Value Total:** $268914271

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 5575830 | 34502 | SH |  | SOLE |  | 0 | 0 | 34502 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 1049974 | 3120 | SH |  | SOLE |  | 0 | 0 | 3120 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 8585308 | 97306 | SH |  | SOLE |  | 0 | 0 | 97306 |
| ALPS ETF TR | OSHARES US QUALT | 00162Q387 |  | 559238 | 13500 | SH |  | SOLE |  | 0 | 0 | 13500 |
| AMAZON COM INC | COM | 023135106 |  | 2325372 | 27683 | SH |  | SOLE |  | 2240 | 0 | 25443 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 7421558 | 99605 | SH |  | SOLE |  | 0 | 0 | 99605 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 1567767 | 23052 | SH |  | SOLE |  | 0 | 0 | 23052 |
| APPLE INC | COM | 037833100 |  | 13688253 | 105351 | SH |  | SOLE |  | 1878 | 0 | 103473 |
| ARK ETF TR | AUTNMUS TECHNLGY | 00214Q203 |  | 379343 | 9250 | SH |  | SOLE |  | 0 | 0 | 9250 |
| BANK AMERICA CORP | COM | 060505104 |  | 6658134 | 201031 | SH |  | SOLE |  | 0 | 0 | 201031 |
| BAXTER INTL INC | COM | 071813109 |  | 258496 | 5072 | SH |  | SOLE |  | 0 | 0 | 5072 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 662899 | 2146 | SH |  | SOLE |  | 0 | 0 | 2146 |
| BLACKROCK INC | COM | 09247X101 |  | 1034735 | 1460 | SH |  | SOLE |  | 0 | 0 | 1460 |
| BOEING CO | COM | 097023105 |  | 439651 | 2308 | SH |  | SOLE |  | 240 | 0 | 2068 |
| BP PLC | SPONSORED ADR | 055622104 |  | 359639 | 10296 | SH |  | SOLE |  | 0 | 0 | 10296 |
| BROADCOM INC | COM | 11135F101 |  | 10473281 | 18731 | SH |  | SOLE |  | 260 | 0 | 18471 |
| CELANESE CORP DEL | COM | 150870103 |  | 474598 | 4642 | SH |  | SOLE |  | 840 | 0 | 3802 |
| CGI INC | CL A SUB VTG | 12532H104 |  | 370359 | 4300 | SH |  | SOLE |  | 0 | 0 | 4300 |
| CHEVRON CORP NEW | COM | 166764100 |  | 7553702 | 42084 | SH |  | SOLE |  | 0 | 0 | 42084 |
| CHURCH  DWIGHT CO INC | COM | 171340102 |  | 395070 | 4901 | SH |  | SOLE |  | 0 | 0 | 4901 |
| COCA COLA CO | COM | 191216100 |  | 9136204 | 143628 | SH |  | SOLE |  | 0 | 0 | 143628 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 4525469 | 129410 | SH |  | SOLE |  | 0 | 0 | 129410 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 8225072 | 69704 | SH |  | SOLE |  | 0 | 0 | 69704 |
| CVS HEALTH CORP | COM | 126650100 |  | 4745086 | 50918 | SH |  | SOLE |  | 0 | 0 | 50918 |
| DANAHER CORPORATION | COM | 235851102 |  | 813778 | 3066 | SH |  | SOLE |  | 100 | 0 | 2966 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 907212 | 21850 | SH |  | SOLE |  | 0 | 0 | 21850 |
| EASTMAN CHEM CO | COM | 277432100 |  | 447594 | 5496 | SH |  | SOLE |  | 990 | 0 | 4506 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 774683 | 1510 | SH |  | SOLE |  | 0 | 0 | 1510 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 7449129 | 67535 | SH |  | SOLE |  | 0 | 0 | 67535 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 |  | 1304528 | 10593 | SH |  | SOLE |  | 0 | 0 | 10593 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 1988171 | 45268 | SH |  | SOLE |  | 7000 | 0 | 38268 |
| FIRST TR MORNINGSTAR DIVID L | SHS | 336917109 |  | 276028 | 7550 | SH |  | SOLE |  | 0 | 0 | 7550 |
| FORD MTR CO DEL | COM | 345370860 |  | 300401 | 25830 | SH |  | SOLE |  | 0 | 0 | 25830 |
| FORTINET INC | COM | 34959E109 |  | 270117 | 5525 | SH |  | SOLE |  | 0 | 0 | 5525 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 3639277 | 14668 | SH |  | SOLE |  | 0 | 0 | 14668 |
| GLOBAL X FDS | S 500 CATHOLIC | 37954Y889 |  | 687100 | 14770 | SH |  | SOLE |  | 0 | 0 | 14770 |
| HOME DEPOT INC | COM | 437076102 |  | 8890657 | 28147 | SH |  | SOLE |  | 0 | 0 | 28147 |
| HONEYWELL INTL INC | COM | 438516106 |  | 735692 | 3433 | SH |  | SOLE |  | 590 | 0 | 2843 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 271984 | 1025 | SH |  | SOLE |  | 0 | 0 | 1025 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 305689 | 1148 | SH |  | SOLE |  | 0 | 0 | 1148 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 2222372 | 19867 | SH |  | SOLE |  | 0 | 0 | 19867 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 223470 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| ISHARES TR | US CONSUM DISCRE | 464287580 |  | 2258008 | 39642 | SH |  | SOLE |  | 0 | 0 | 39642 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 5085127 | 102070 | SH |  | SOLE |  | 0 | 0 | 102070 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 699494 | 3265 | SH |  | SOLE |  | 3265 | 0 | 0 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 2048229 | 41370 | SH |  | SOLE |  | 0 | 0 | 41370 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 245676 | 2533 | SH |  | SOLE |  | 0 | 0 | 2533 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 223524 | 2100 | SH |  | SOLE |  | 0 | 0 | 2100 |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 |  | 715503 | 15095 | SH |  | SOLE |  | 0 | 0 | 15095 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 12462432 | 70549 | SH |  | SOLE |  | 0 | 0 | 70549 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 6116703 | 45613 | SH |  | SOLE |  | 0 | 0 | 45613 |
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 |  | 387365 | 1645 | SH |  | SOLE |  | 0 | 0 | 1645 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 2131087 | 4381 | SH |  | SOLE |  | 0 | 0 | 4381 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 540161 | 1686 | SH |  | SOLE |  | 0 | 0 | 1686 |
| MCDONALDS CORP | COM | 580135101 |  | 6000315 | 22769 | SH |  | SOLE |  | 0 | 0 | 22769 |
| METLIFE INC | COM | 59156R108 |  | 3731397 | 51560 | SH |  | SOLE |  | 0 | 0 | 51560 |
| MICROSOFT CORP | COM | 594918104 |  | 13009337 | 54246 | SH |  | SOLE |  | 1070 | 0 | 53176 |
| NASDAQ INC | COM | 631103108 |  | 1076980 | 17555 | SH |  | SOLE |  | 0 | 0 | 17555 |
| NETFLIX INC | COM | 64110L106 |  | 546708 | 1854 | SH |  | SOLE |  | 0 | 0 | 1854 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2968635 | 20314 | SH |  | SOLE |  | 695 | 0 | 19619 |
| PEPSICO INC | COM | 713448108 |  | 5386017 | 29813 | SH |  | SOLE |  | 0 | 0 | 29813 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 4184875 | 27612 | SH |  | SOLE |  | 0 | 0 | 27612 |
| PROSHARES TR | ULTRAPRO SHORT S | 74347B110 |  | 965808 | 57250 | SH |  | SOLE |  | 0 | 0 | 57250 |
| PROSHARES TR | ULTRASHRT S | 74347G416 |  | 225253 | 4900 | SH |  | SOLE |  | 0 | 0 | 4900 |
| PROSHARES TR | ULTSHRT QQQ | 74347G739 |  | 669636 | 25785 | SH |  | SOLE |  | 25785 | 0 | 0 |
| PROSHARES TR | PSHS ULTRA QQQ | 74347R206 |  | 453067 | 12930 | SH |  | SOLE |  | 12930 | 0 | 0 |
| PROSHARES TR | ULTRPRO S | 74347X864 |  | 862179 | 26310 | SH |  | SOLE |  | 0 | 0 | 26310 |
| SALESFORCE INC | COM | 79466L302 |  | 314106 | 2369 | SH |  | SOLE |  | 570 | 0 | 1799 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 433368 | 5205 | SH |  | SOLE |  | 0 | 0 | 5205 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 4342973 | 49651 | SH |  | SOLE |  | 1355 | 0 | 48296 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 8522434 | 120886 | SH |  | SOLE |  | 0 | 0 | 120886 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 4092447 | 32887 | SH |  | SOLE |  | 0 | 0 | 32887 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 2291877 | 16871 | SH |  | SOLE |  | 0 | 0 | 16871 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 1398765 | 29147 | SH |  | SOLE |  | 0 | 0 | 29147 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 843646 | 24668 | SH |  | SOLE |  | 0 | 0 | 24668 |
| SERVICENOW INC | COM | 81762P102 |  | 795565 | 2049 | SH |  | SOLE |  | 75 | 0 | 1974 |
| SPDR SER TR | S REGL BKG | 78464A698 |  | 1339096 | 22797 | SH |  | SOLE |  | 0 | 0 | 22797 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 877716 | 11783 | SH |  | SOLE |  | 1120 | 0 | 10663 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 8887141 | 16138 | SH |  | SOLE |  | 0 | 0 | 16138 |
| T-MOBILE US INC | COM | 872590104 |  | 7714560 | 55104 | SH |  | SOLE |  | 0 | 0 | 55104 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 3455868 | 80313 | SH |  | SOLE |  | 0 | 0 | 80313 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 10324413 | 19473 | SH |  | SOLE |  | 0 | 0 | 19473 |
| US BANCORP DEL | COM NEW | 902973304 |  | 3685132 | 84502 | SH |  | SOLE |  | 0 | 0 | 84502 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 322855 | 11265 | SH |  | SOLE |  | 0 | 0 | 11265 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 3017917 | 14161 | SH |  | SOLE |  | 0 | 0 | 14161 |
| VISA INC | COM CL A | 92826C839 |  | 3936966 | 18950 | SH |  | SOLE |  | 955 | 0 | 17995 |
| ZACKS TRUST | EARNGS CONSTANT | 98888G105 |  | 1350990 | 58470 | SH |  | SOLE |  | 0 | 0 | 58470 |

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