0001085146-24-001985.txt : 20240424 0001085146-24-001985.hdr.sgml : 20240424 20240424093339 ACCESSION NUMBER: 0001085146-24-001985 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240424 DATE AS OF CHANGE: 20240424 EFFECTIVENESS DATE: 20240424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Western Financial Corp/CA CENTRAL INDEX KEY: 0001954480 ORGANIZATION NAME: 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: 24867089 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 03-31-2024 03-31-2024 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 04-24-2024 0 114 163184844 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADOBE INC COM 00724F101 BBG001S5NCQ5 1880644 3727 SH SOLE 3660 0 67 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 2568373 14230 SH SOLE 13830 0 400 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 260807 1728 SH SOLE 1728 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 288989 1898 SH SOLE 1745 0 153 AMAZON COM INC COM 023135106 BBG001S5PQL7 1353030 7501 SH SOLE 7161 0 340 APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 844724 7512 SH SOLE 7415 0 97 APPLE INC COM 037833100 BBG001S5N8V8 804431 4691 SH SOLE 4691 0 0 ARES CAPITAL CORP COM 04010L103 BBG001SL96Z9 501995 24111 SH SOLE 24111 0 0 ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 1865441 6433 SH SOLE 6396 0 37 ARROWHEAD PHARMACEUTICALS IN COM 04280A100 BBG001SGT8G5 23458835 820239 SH SOLE 820239 0 0 AUTOZONE INC COM 053332102 BBG001S6Q5D9 1931331 613 SH SOLE 610 0 3 BANC OF CALIFORNIA INC COM 05990K106 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