Pacific Wealth Management
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsan diego, CA
- CIK0001852338
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
20 | $188.96M | SPY, QLTA, JAAA, GOVT | 13F-HR | Feb 12, 2025 | 000185233825000002 | ||
19 | $215.06M | SPY, GOVT, QLTA, JAAA | 13F-HR | Oct 3, 2024 | 000185233824000005 | ||
19 | $196.46M | SPY, QLTA, JAAA, VCIT | 13F-HR | Jul 10, 2024 | 000185233824000003 | ||
24 | $175.28M | SPY, QLTA, DGRO, VCIT | 13F-HR | Apr 16, 2024 | 000185233824000002 | ||
24 | $175.28M | SPY, QLTA, DGRO, VCIT | 13F-HR | Jan 31, 2024 | 000185233824000001 | ||
25 | $152.03M | SPY, DGRO, QLTA, SHY | 13F-HR | Nov 1, 2023 | 000185233823000005 | ||
27 | $153.78M | SPY, DGRO, QLTA, SHY | 13F-HR | Jul 17, 2023 | 000185233823000003 | ||
26 | $155.73M | SPY, DGRO, QLTA, SHY | 13F-HR | Apr 10, 2023 | 000185233823000002 | ||
28 | $136.01M | DGRO, SPY, SHY, QLTA | 13F-HR | Mar 8, 2023 | 000185233823000001 | ||
18 | $112.64M | DGRO, SPY, SHY, TLT | 13F-HR | Oct 12, 2022 | 000185233822000004 | ||
15 | $90.75M | DGRO, SPY, IEF, COWZ | 13F-HR | Jul 25, 2022 | 000185233822000003 | ||
16 | $112.17M | SPY, DGRO, NDQ, IEF | 13F-HR | Apr 12, 2022 | 000185233822000002 | ||
13 | $131.61M | SPY, DGRO, NDQ, LQD | 13F-HR | Jan 18, 2022 | 000185233822000001 | ||
8 | $119.79M | SPY, DGRO, AGG, NDQ | 13F-HR | Oct 13, 2021 | 000185233821000004 | ||
9 | $118.09M | SPY, DGRO, AGG, RPV | 13F-HR | Jul 19, 2021 | 000185233821000003 | ||
12 | $116.10M | SPY, DGRO, AGG, RPV | 13F-HR | Apr 15, 2021 | 000185233821000002 | ||
11 | $156.97M | SPY, GSY, AGG, NDQ | 13F-HR | Mar 22, 2021 | 000185233821000001 |