0001085146-23-003791.txt : 20231019 0001085146-23-003791.hdr.sgml : 20231019 20231019112908 ACCESSION NUMBER: 0001085146-23-003791 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231019 DATE AS OF CHANGE: 20231019 EFFECTIVENESS DATE: 20231019 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Western Financial Corp/CA CENTRAL INDEX KEY: 0001954480 IRS NUMBER: 952885402 STATE OF INCORPORATION: CA FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22742 FILM NUMBER: 231333898 BUSINESS ADDRESS: STREET 1: 13400 SABRE SPRINGS PARKWAY STREET 2: SUITE 170 CITY: SAN DIEGO STATE: CA ZIP: 92128 BUSINESS PHONE: 6195440260 MAIL ADDRESS: STREET 1: 13400 SABRE SPRINGS PARKWAY STREET 2: SUITE 170 CITY: SAN DIEGO STATE: CA ZIP: 92128 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001954480 XXXXXXXX 09-30-2023 09-30-2023 false Western Financial Corp/CA

13400 SABRE SPRINGS PARKWAY SUITE 170 SAN DIEGO CA 92128

13F HOLDINGS REPORT 028-22742 000006118 801-117841 N Richard S. Levenson 619-544-0260 /s/Richard S. Levenson San Diego CA 10-19-2023 0 106 136369813 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 907728 6090 SH SOLE 6007 0 83 ADOBE INC COM 00724F101 BBG001S5NCQ5 625137 1226 SH SOLE 1136 0 90 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 1449968 14102 SH SOLE 13704 0 398 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 225079 1720 SH SOLE 1720 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 651109 5122 SH SOLE 4968 0 154 AON PLC SHS CL A G0403H108 BBG00SSQFPR9 721997 2227 SH SOLE 2227 0 0 APPLE INC COM 037833100 BBG001S5N8V8 802674 4688 SH SOLE 4688 0 0 ARES CAPITAL CORP COM 04010L103 BBG001SL96Z9 447303 22974 SH SOLE 22974 0 0 ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 684036 3719 SH SOLE 3719 0 0 ARROWHEAD PHARMACEUTICALS IN COM 04280A100 BBG001SGT8G5 22039822 820239 SH SOLE 820239 0 0 AUTOZONE INC COM 053332102 BBG001S6Q5D9 1442206 568 SH SOLE 562 0 6 BOEING CO COM 097023105 BBG001S5P0V3 1772024 9245 SH SOLE 8971 0 274 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