Institutions / Pacific Wealth Strategies Group, Inc.
Pacific Wealth Strategies Group, Inc.
CIK 1766571 · Institution · as of Dec 31, 2025
Portfolio value
$176.64M
Positions
61
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 61 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $25.51M | 14.4% |
| ProShares Tr | $19.83M | 11.2% |
| Schwab Strategic Tr | $14.41M | 8.2% |
| Apple Inc. | $12.91M | 7.3% |
| NVIDIA Corp | $12.19M | 6.9% |
| Alphabet Inc. | $9.60M | 5.4% |
| Amazon.com Inc | $8.39M | 4.8% |
| Microsoft Corp | $7.65M | 4.3% |
| Calamos Conv & High Income F | $6.56M | 3.7% |
| ELI LILLY & Co | $6.11M | 3.5% |
| Omega Healthcare Investors Inc | $3.11M | 1.8% |
| Invesco Exch Trd Slf Idx Fd | $3.04M | 1.7% |
| Invesco Exch Trd Slf Idx Fd | $2.95M | 1.7% |
| Invesco Exch Trd Slf Idx Fd | $2.93M | 1.7% |
| Invesco Exchange Traded Fd T | $2.85M | 1.6% |
| Invesco Exch Trd Slf Idx Fd | $2.63M | 1.5% |
| The Goldman Sachs Group, Inc. | $2.07M | 1.2% |
| Invesco Exch Trd Slf Idx Fd | $2.05M | 1.2% |
| Invesco Exch Trd Slf Idx Fd | $2.02M | 1.1% |
| Alphabet Inc. | $2.00M | 1.1% |
| Vanguard Bd Index Fds | $1.80M | 1.0% |
| Visa Inc | $1.77M | 1.0% |
| Invesco Exch Trd Slf Idx Fd | $1.56M | 0.9% |
| Select Sector SPDR Tr | $1.50M | 0.8% |
| Southern Co | $1.46M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.