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Pacific Wealth Strategies Group, Inc.

Q1 2026 13F Holdings

  • Location
    santa barbara, CA
  • Num holdings

    62

  • Value ($000)

    $160,230

  • Date Filed
    05/07/2026
  • Form type
    13F-HR
  • CIK
    0001766571
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NOBL

PROSHARES TR

S&P 500 DV ARIST
74348A467
$20.8M
13 %

196,184

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$18.73M
12 %

642,994

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$16.26M
10 %

24,996

A
AAPL

APPLE INC

COM
037833100
$9.72M
6 %

38,288

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$7.86M
5 %

27,328

A
AMZN

AMAZON COM INC

COM
023135106
$6.26M
4 %

30,066

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.2M
4 %

35,533

X
XCHYX

CALAMOS CONV & HIGH INCOME F

COM SHS
12811P108
$5.95M
4 %

546,229

M
MSFT

MICROSOFT CORP

COM
594918104
$5.94M
4 %

16,040

L
LLY

ELI LILLY & CO

COM
532457108
$4.38M
3 %

4,761

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