13F Insight
DOSSIER · 13F-HR · Q2 2026

Pacific Wealth Strategies Group, Inc.

$174M in tracked AUM across 59 positions as of Q2 2026.

PW
CIK 0001766571 · last filed Jun 30, 2026
Total AUM
$174M
as of Q2 2026
Holdings
59
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Pacific Wealth Strategies Group, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$33M984K19.1%02
NOBL
PROSHARES TR
$23M416K13.4%03
XCHYX
CALAMOS CONV & HIGH INCOME F
$6M442K3.5%04
GOOGL
ALPHABET INC
$6M17K3.4%05
AMZN
AMAZON COM INC
$6M24K3.3%06
AAPL
APPLE INC
$5M19K3.1%07
MSFT
MICROSOFT CORP
$5M14K3.0%08
NVDA
NVIDIA CORPORATION
$5M26K3.0%09
SPY
STATE STR SPDR S&P 500 ETF T
$4M6K2.4%10
CALF
PACER FDS TR
$4M78K2.3%

Filing history

2026Q2Jun 30
$174M▲ 8.6%
59 positionsView →2026Q1Mar 31
$160M▼ 9.3%
62 positionsView →2025Q4Dec 31
$177M▲ 8.4%
61 positionsView →2025Q3Sep 30
$163M▲ 6.9%
64 positionsView →2025Q2Jun 30
$152M▲ 13.3%
59 positionsLocked2025Q1Mar 31
$135M▼ 6.4%
53 positionsLocked2024Q4Dec 31
$144M▲ 6.7%
55 positionsLocked2024Q3Sep 30
$135M▲ 11.4%
49 positionsLocked2024Q2Jun 30
$121M▲ 1.0%
48 positionsLocked2024Q1Mar 31
$120M▲ 14.3%
49 positionsLocked2023Q4Dec 31
$105M▲ 10.5%
46 positionsLocked2023Q3Sep 30
$95M▼ 2.9%
47 positionsLocked
Showing 12 of 39