Pacific Wealth Management
Q2 2025 13F Holdings
- Locationsan diego, CA
- Num holdings
22
- Value ($000)
$202,542
- Date Filed07/30/2025
- Form type13F-HR
- CIK0001852338
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $108.99 M | 54 % | 176,407 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $15.27 M | 8 % | 664,451 | ||
QLTA ISHARES TR | A RATE CP BD ETF | 46429B291 | $15.26 M | 8 % | 318,911 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $13.19 M | 7 % | 259,886 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $12.85 M | 6 % | 134,178 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $9.35 M | 5 % | 169,710 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $7.38 M | 4 % | 89,061 | ||
ABBV ABBVIE INC | COM | 00287Y109 | $7.33 M | 4 % | 39,512 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $4.21 M | 2 % | 23,014 | ||
ABT ABBOTT LABS | COM | 002824100 | $3.47 M | 2 % | 25,505 |
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