Pacific Wealth Strategies Group, Inc.
Q4 2025 13F Holdings
- Locationsanta barbara, CA
- Num holdings
61
- Value ($000)
$176,641
- Date Filed02/09/2026
- Form type13F-HR
- CIK0001766571
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $25.51M | 14 % | 37,415 | ||
PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $19.83M | 11 % | 190,579 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $14.41M | 8 % | 441,778 | ||
APPLE INC | COM | 037833100 | $12.91M | 7 % | 47,472 | ||
NVIDIA CORPORATION | COM | 67066G104 | $12.19M | 7 % | 65,367 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $9.6M | 5 % | 30,668 | ||
AMAZON COM INC | COM | 023135106 | $8.39M | 5 % | 36,358 | ||
MICROSOFT CORP | COM | 594918104 | $7.65M | 4 % | 15,824 | ||
CALAMOS CONV & HIGH INCOME F | COM SHS | 12811P108 | $6.56M | 4 % | 580,102 | ||
ELI LILLY & CO | COM | 532457108 | $6.11M | 4 % | 5,686 |
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