Pacific Wealth Management
Q4 2025 13F Holdings
- Locationsan diego, CA
- Num holdings
22
- Value ($000)
$215,449
- Date Filed02/12/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $131.14M | 61 % | 192,303 | ||
ISHARES TR | A RATE CP BD ETF | 46429B291 | $15.15M | 7 % | 315,081 | ||
NOMURA ETF TR | FOCUSED EMERGING | 555927508 | $14.69M | 7 % | 365,448 | ||
ISHARES TR | 7-10 YR TRSY BD | 464287440 | $13.93M | 7 % | 144,873 | ||
ISHARES TR | US TREAS BD ETF | 46429B267 | $13.91M | 7 % | 604,085 | ||
ABBVIE INC | COM | 00287Y109 | $8.85M | 4 % | 38,727 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $7.66M | 4 % | 91,522 | ||
ABBOTT LABS | COM | 002824100 | $3.06M | 1 % | 24,391 | ||
INTEL CORP | COM | 458140100 | $2.58M | 1 % | 70,000 | ||
APPLE INC | COM | 037833100 | $605.16K | 0 % | 2,226 |
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