Pacific Wealth Management
$226M 13F equity value
22 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Pacific Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 174,694 | $130M | 57.8% |
| EMEQ | NOMURA ETF TR | 480,273 | $35M | 15.5% |
| GOVT | ISHARES TR | 676,479 | $15M | 6.8% |
| IEF | ISHARES TR | 158,911 | $15M | 6.7% |
| ABBV | ABBVIE INC | 38,268 | $10M | 4.3% |
| VCIT | VANGUARD SCOTTSDALE FDS | 98,270 | $8M | 3.6% |
| INTC | INTEL CORP | 40,524 | $6M | 2.5% |
| ABT | ABBOTT LABORATORIES | 23,983 | $2M | 1.0% |
| AAPL | APPLE INC | 2,159 | $624,728 | 0.3% |
| ONTO | ONTO INNOVATION INC | 1,287 | $487,065 | 0.2% |
Track Pacific Wealth Management's 13F portfolio: $226M in reported holdings, 22 positions. Top holdings and quarterly changes on SentiSense.
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