Pacific Wealth Strategies Group, Inc.: 13F holdings
CIK 17665712026Q2
| Positions | 59 |
|---|
| Reported value | $174.0m |
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| Filed | 2026-07-17 |
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Change since last quarter
| Positions | 59 (-3 vs prior quarter) |
|---|
| Reported value | $174.0m (+8.6%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHG SCHWAB STRATEGIC TR | 984,089 | $33.3m | 19.1% |
| NOBL PROSHARES TR | 415,994 | $23.4m | 13.4% |
| XCHYX CALAMOS CONV & HIGH INCOME F | 441,823 | $6.0m | 3.5% |
| GOOGL ALPHABET INC | 16,686 | $6.0m | 3.4% |
| AMZN AMAZON COM INC | 24,242 | $5.8m | 3.3% |
| AAPL APPLE INC | 18,521 | $5.4m | 3.1% |
| MSFT MICROSOFT CORP | 14,173 | $5.3m | 3.0% |
| NVDA NVIDIA CORPORATION | 26,285 | $5.3m | 3.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 5,580 | $4.2m | 2.4% |
| CALF PACER FDS TR | 78,017 | $3.9m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1766571")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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