Pacific Wealth Management
Pacific Wealth Management reported 19 positions worth $225.5M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: SPY (57.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $130.5M | 57.84% | 174,694 | — | — | |
| ▸ 2 | EMEQ | SH | $35.0M | 15.52% | 480,273 | — | — | |
| ▸ 3 | GOVT | SH | $15.4M | 6.83% | 676,479 | — | — | |
| ▸ 4 | IEF | SH | $15.0M | 6.66% | 158,911 | — | — | |
| ▸ 5 | ABBV | SH | $9.6M | 4.27% | 38,268 | — | — | |
| ▸ 6 | VCIT | SH | $8.1M | 3.60% | 98,270 | — | — | |
| ▸ 7 | INTC | SH | $5.7M | 2.51% | 40,524 | — | — | |
| ▸ 8 | ABT | SH | $2.2M | 0.96% | 23,983 | — | — | |
| ▸ 9 | AAPL | SH | $624.7K | 0.28% | 2,159 | — | — | |
| ▸ 10 | ONTO | SH | $487.1K | 0.22% | 1,287 | — | — |
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Frequently Asked Questions
What stocks does Pacific Wealth Management hold as of Q2 2026?
Pacific Wealth Management reported 19 positions worth $225.5M in its Q2 2026 13F filing. Largest positions: SPY (57.8%), EMEQ (15.5%), GOVT (6.8%), IEF (6.7%) and ABBV (4.3%).
What did Pacific Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Pacific Wealth Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.