Pacific Wealth Management

Q3 2025 13F Holdings

  • Location
    san diego, CA
  • Num holdings

    23

  • Value ($000)

    $198,604

  • Date Filed
    10/21/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$124.84 M
63 %

187,397

QLTA
QLTA

ISHARES TR

A RATE CP BD ETF
46429B291
$14.83 M
8 %

305,918

GOVT
GOVT

ISHARES TR

US TREAS BD ETF
46429B267
$13.75 M
7 %

594,687

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$13.07 M
7 %

135,483

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$9.15 M
5 %

39,512

VCIT
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$7.50 M
4 %

89,170

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$5.16 M
3 %

26,526

ABT
ABT

ABBOTT LABS

COM
002824100
$3.42 M
2 %

25,505

1848782D
1848782D

INTEL CORP

COM
458140100
$2.39 M
1 %

71,118

AAPL
AAPL

APPLE INC

COM
037833100
$566.81 K
0 %

2,226

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