Pacific Wealth Management — 13F holdings

Pacific Wealth Management reported 20 holdings worth $227M in its 13F filing for Q3 2026, filed October 5, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $134M (58.8%)
  2. EMEQ NOMURA ETF TR — $32.2M (14.2%)
  3. GOVT ISHARES TR — $10.9M (4.8%)
  4. ABBV ABBVIE INC — $9.95M (4.4%)
  5. IEF ISHARES TR — $9.11M (4.0%)
  6. VCIT VANGUARD SCOTTSDALE FDS — $8.51M (3.7%)
  7. XLV SELECT SECTOR SPDR TR — $5.66M (2.5%)
  8. AIQ GLOBAL X FDS — $5.53M (2.4%)
  9. INTC INTEL CORP — $4.91M (2.2%)
  10. ABT Abbott Labs — $2.27M (1.0%)