Pacific Wealth Management Portfolio Holdings

Pacific Wealth Management

  • $203 Million
  • Q2 2025

Pacific Wealth Management has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $203 Million distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $109M, Ishares U.S. Treasury Bond ETF with a value of $15.3M, Ishares Trust Aaa A Rated Corp with a value of $15.3M, Janus Detroit Str Tr Janus Hen with a value of $13.2M, and Ishares Barclays with a value of $12.9M.

Examining the 13F form we can see an increase of $20.6M in the current position value, from $182M to 203M.

Below you can find more details about Pacific Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $203 Million
ETFs: $188 Million
Healthcare: $10.8 Million
Technology: $3.5 Million
Financial Services: $481,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $203 Million
  • Prior Value $182 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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