13F Insight
DOSSIER · 13F-HR · Q1 2026

Pacific Wealth Strategies Group, Inc.

$160M in tracked AUM across 62 positions as of Q1 2026.

PW
CIK 0001766571 · last filed Mar 31, 2026
Total AUM
$160M
as of Q1 2026
Holdings
62
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Pacific Wealth Strategies Group, Inc. 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NOBL
PROSHARES TR
$21M196K13.0%02
SCHG
SCHWAB STRATEGIC TR
$19M643K11.7%03
SPY
STATE STR SPDR S&P 500 ETF T
$16M25K10.1%04
AAPL
APPLE INC
$10M38K6.1%05
GOOGL
ALPHABET INC
$8M27K4.9%06
AMZN
AMAZON COM INC
$6M30K3.9%07
NVDA
NVIDIA CORPORATION
$6M36K3.9%08
XCHYX
CALAMOS CONV & HIGH INCOME F
$6M546K3.7%09
MSFT
MICROSOFT CORP
$6M16K3.7%10
LLY
ELI LILLY & CO
$4M5K2.7%

Filing history

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 positionsLocked2023Q2Jun 30
$98M▲ 11.5%
49 positionsLocked
Showing 12 of 38