Pacific Wealth Strategies Group, Inc.
Pacific Wealth Strategies Group, Inc. reported 59 positions worth $174.0M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: SCHG (19.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHG | SH | $33.3M | 19.14% | 984,089 | — | — | |
| ▸ 2 | NOBL | SH | $23.4M | 13.43% | 415,994 | — | — | |
| ▸ 3 | XCHYX | SH | $6.0M | 3.46% | 441,823 | — | — | |
| ▸ 4 | GOOGL | SH | $6.0M | 3.43% | 16,686 | — | — | |
| ▸ 5 | AMZN | SH | $5.8M | 3.32% | 24,242 | — | — | |
| ▸ 6 | AAPL | SH | $5.4M | 3.08% | 18,521 | — | — | |
| ▸ 7 | MSFT | SH | $5.3M | 3.04% | 14,173 | — | — | |
| ▸ 8 | NVDA | SH | $5.3M | 3.02% | 26,285 | — | — | |
| ▸ 9 | SPY | SH | $4.2M | 2.39% | 5,580 | — | — | |
| ▸ 10 | CALF | SH | $3.9M | 2.27% | 78,017 | — | — |
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Frequently Asked Questions
What stocks does Pacific Wealth Strategies Group, Inc. hold as of Q2 2026?
Pacific Wealth Strategies Group, Inc. reported 59 positions worth $174.0M in its Q2 2026 13F filing. Largest positions: SCHG (19.1%), NOBL (13.4%), XCHYX (3.5%), GOOGL (3.4%) and AMZN (3.3%).
What did Pacific Wealth Strategies Group, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Pacific Wealth Strategies Group, Inc. 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.