Pacific Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Pacific Wealth Management held in its portfolio 22 assets valued at $215,449,169 (i.e. $215.45M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($131.14M), ISHARES TR ($15.15M), and NOMURA ETF TR ($14.69M).
The chart below shows the top 10 valuable assets, and the table below shows the top 22 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Pacific Wealth Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 192303 | 131135031 | TR UNIT |
| ISHARES TR | 315081 | 15152222 | A RATE CP BD ETF |
| NOMURA ETF TR | 365448 | 14690937 | FOCUSED EMERGING |
| ISHARES TR | 144873 | 13931024 | 7-10 YR TRSY BD |
| ISHARES TR | 604085 | 13909055 | US TREAS BD ETF |
| ABBVIE INC | 38727 | 8848821 | COM |
| VANGUARD SCOTTSDALE FDS | 91522 | 7664997 | INT-TERM CORP |
| ABBOTT LABS | 24391 | 3055919 | COM |
| INTEL CORP | 70000 | 2583000 | COM |
| APPLE INC | 2226 | 605160 | COM |
| MICROSOFT CORP | 950 | 459601 | COM |
| VANGUARD SCOTTSDALE FDS | 6655 | 398834 | INTER TERM TREAS |
| INTUIT | 592 | 392153 | COM |
| SPROTT ASSET MANAGEMENT LP | 15034 | 355554 | PHYSICAL SILVER |
| VANGUARD INDEX FDS | 510 | 319836 | S&P 500 ETF SHS |
| INTERNATIONAL BUSINESS MACHS | 1068 | 316352 | COM |
| BERKSHIRE HATHAWAY INC DEL | 612 | 307622 | CL B NEW |
| QUALCOMM INC | 1643 | 281035 | COM |
| VIASAT INC | 8150 | 280849 | COM |
| ONTO INNOVATION INC | 1637 | 258417 | COM |
| INVESCO QQQ TR | 412 | 252954 | UNIT SER 1 |
| SPROTT ASSET MANAGEMENT LP | 7565 | 249796 | PHYSICAL GOLD TR |
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