What does Pacific Wealth Management hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Pacific Wealth Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

STATE STR SPDR S&P 500 ETF T

$109M168K58.7%

NOMURA ETF TR

$22M494K12.0%

ISHARES TR

$15M152K7.8%

ISHARES TR

$14M630K7.8%

ABBVIE INC

$8M38K4.5%

VANGUARD SCOTTSDALE FDS

$8M92K4.1%

INTEL CORP

$3M64K1.5%

ABBOTT LABORATORIES

$2M24K1.3%

SPROTT ASSET MANAGEMENT LP

$532,75122K0.3%

APPLE INC

$487,7842K0.3%

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