Pacific Wealth Management
Q3 2025 13F Holdings
- Locationsan diego, CA
- Num holdings
23
- Value ($000)
$198,604
- Date Filed 10/21/2025
- Form type13F-HR
- CIK 0001852338
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $124.84M | 63 % | 187,397 | ||
Q ISHARES TR | A RATE CP BD ETF | 46429B291 | $14.83M | 8 % | 305,918 | ||
G ISHARES TR | US TREAS BD ETF | 46429B267 | $13.75M | 7 % | 594,687 | ||
I ISHARES TR | 7-10 YR TRSY BD | 464287440 | $13.07M | 7 % | 135,483 | ||
A ABBVIE INC | COM | 00287Y109 | $9.15M | 5 % | 39,512 | ||
V VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $7.50M | 4 % | 89,170 | ||
Q ISHARES TR | MSCI USA QLT FCT | 46432F339 | $5.16M | 3 % | 26,526 | ||
A ABBOTT LABS | COM | 002824100 | $3.42M | 2 % | 25,505 | ||
1 INTEL CORP | COM | 458140100 | $2.39M | 1 % | 71,118 | ||
A APPLE INC | COM | 037833100 | $566.81K | 0 % | 2,226 |
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