WPWM
BCTK

Western Pacific Wealth Management’s Baron Technology ETF BCTK Stock Holding History

Western Pacific Wealth Management’s Portfolio BCTK Stock Details BCTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.15M Buy
92,113
+13,817
+18% +$341K 2.18% 12
2025
Q4 		$1.97M Buy
+78,296
New +$1.97M 1.9% 12

Other funds holding BCTK

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Western Pacific Wealth Management's BCTK Position: Q1 2026 in Review

Western Pacific Wealth Management increased its Baron Technology ETF (BCTK) stake by 18% in Q1 2026, buying an estimated $341K and bringing the position to 92,113 shares worth $2.15M. The position accounts for 2.18% of the portfolio, ranked #12.

Western Pacific Wealth Management first reported a position in BCTK in Q4 2025 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold BCTK as of Q1 2026.

  • Western Pacific Wealth Management held 92,113 shares of Baron Technology ETF worth $2.15M as of Q1 2026.
  • Western Pacific Wealth Management bought 13,817 Baron Technology ETF shares in Q1 2026, an estimated $341K.
  • Baron Technology ETF made up 2.18% of Western Pacific Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Western Pacific Wealth Management first reported a position in Baron Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Baron Technology ETF as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.