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Pacific Wealth Strategies Group, Inc.

Q2 2026 13F Holdings

  • Location
    santa barbara, CA
  • Num holdings

    59

  • Value ($000)

    $174,010

  • Date Filed
    07/17/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$33.3M
19 %

984,089

N
NOBL

PROSHARES TR

S&P 500 DV ARIST
74348A467
$23.36M
13 %

415,994

X
XCHYX

CALAMOS CONV & HIGH INCOME F

COM SHS
12811P108
$6.02M
4 %

441,823

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$5.96M
3 %

16,686

A
AMZN

AMAZON COM INC

COM
023135106
$5.78M
3 %

24,242

A
AAPL

APPLE INC

COM
037833100
$5.36M
3 %

18,521

M
MSFT

MICROSOFT CORP

COM
594918104
$5.29M
3 %

14,173

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.26M
3 %

26,285

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$4.17M
2 %

5,580

C
CALF

PACER FDS TR

US SM CAP CA ETF
69374H857
$3.95M
2 %

78,017

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