0001085146-24-003102.txt : 20240719 0001085146-24-003102.hdr.sgml : 20240719 20240719170925 ACCESSION NUMBER: 0001085146-24-003102 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240719 DATE AS OF CHANGE: 20240719 EFFECTIVENESS DATE: 20240719 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: 241128459 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 06-30-2024 06-30-2024 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 07-19-2024 0 116 165557645 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADOBE INC COM 00724F101 BBG001S5NCQ5 1838282 3309 SH SOLE 3290 0 19 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 2025678 12488 SH SOLE 12267 0 221 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 314925 1729 SH SOLE 1729 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 323236 1762 SH SOLE 1609 0 153 AMAZON COM INC COM 023135106 BBG001S5PQL7 1412658 7310 SH SOLE 6953 0 357 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 1070224 4622 SH SOLE 4362 0 260 APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 1853935 15702 SH SOLE 15605 0 97 APPLE INC COM 037833100 BBG001S5N8V8 988348 4693 SH SOLE 4693 0 0 ARES CAPITAL CORP COM 04010L103 BBG001SL96Z9 526092 25244 SH SOLE 25244 0 0 ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 2167719 6185 SH SOLE 6148 0 37 ARROWHEAD PHARMACEUTICALS IN COM 04280A100 BBG001SGT8G5 21318012 820239 SH SOLE 820239 0 0 AUTOZONE INC COM 053332102 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