0001085146-23-001757.txt : 20230420 0001085146-23-001757.hdr.sgml : 20230420 20230419200112 ACCESSION NUMBER: 0001085146-23-001757 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230420 DATE AS OF CHANGE: 20230419 EFFECTIVENESS DATE: 20230420 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: 23831127 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 03-31-2023 03-31-2023 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 04-19-2023 0 112 140487082 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1053099 6608 SH SOLE 6264 0 344 ALBEMARLE CORP COM 012653101 BBG001S7SBP9 533042 2412 SH SOLE 2412 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 BBG001S7FTC8 596152 2976 SH SOLE 2976 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 204556 1972 SH SOLE 1972 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 703250 13964 SH SOLE 13162 0 802 AON PLC SHS CL A G0403H108 BBG00SSQFPR9 704952 2236 SH SOLE 2236 0 0 APPLE INC COM 037833100 BBG001S5N8V8 774075 4694 SH SOLE 4694 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 773138 9705 SH SOLE 9265 0 440 ARES CAPITAL CORP COM 04010L103 BBG001SL96Z9 409459 22405 SH SOLE 22405 0 0 ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 837789 4991 SH SOLE 4964 0 27 ARROWHEAD PHARMACEUTICALS IN COM 04280A100 BBG001SGT8G5 20836128 820320 SH SOLE 820320 0 0 AUTOZONE INC COM 053332102 BBG001S6Q5D9 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