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Pacific Wealth Management

Q1 2026 13F Holdings

  • Location
    san diego, CA
  • Num holdings

    20

  • Value ($000)

    $185,920

  • Date Filed
    05/05/2026
  • Form type
    13F-HR
  • CIK
    0001852338
  • 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
S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$109.18M
59 %

167,876

---

NOMURA ETF TR

FOCUSED EMERGING
555927508
$22.27M
12 %

493,825

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$14.53M
8 %

152,209

G
GOVT

ISHARES TR

US TREAS BD ETF
46429B267
$14.44M
8 %

630,424

A
ABBV

ABBVIE INC

COM
00287Y109
$8.36M
5 %

38,452

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$7.64M
4 %

92,380

1
1848782D

INTEL CORP

COM
458140100
$2.82M
2 %

64,000

A
ABT

ABBOTT LABORATORIES

COM
002824100
$2.46M
1 %

23,983

P
PSLV/U

SPROTT ASSET MANAGEMENT LP

PHYSICAL SILVER
85207K107
$532.75K
0 %

21,843

A
AAPL

APPLE INC

COM
037833100
$487.78K
0 %

1,922

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