CIK 1766571
Pacific Wealth Strategies Group, Inc.
Institutional 13F holdings & portfolio
Holdings
61
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 61
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 37K | $1M+ | SH |
| NOBL | PROSHARES TR | 191K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 442K | $1M+ | SH |
| AAPL | APPLE INC | 47K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 65K | $1M+ | SH |
| GOOGL | ALPHABET INC | 31K | $1M+ | SH |
| AMZN | AMAZON COM INC | 36K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 16K | $1M+ | SH |
| CHY | CALAMOS CONV & HIGH INCOME F | 580K | $1M+ | SH |
| LLY | ELI LILLY & CO | 6K | $1M+ | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 70K | $1M+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 155K | $1M+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 149K | $1M+ | SH |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 126K | $1M+ | SH |
| PKW | INVESCO EXCHANGE TRADED FD T | 21K | $1M+ | SH |
| BSJR | INVESCO EXCH TRD SLF IDX FD | 116K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| BSJS | INVESCO EXCH TRD SLF IDX FD | 93K | $1M+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 98K | $1M+ | SH |
| GOOG | ALPHABET INC | 6K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 24K | $1M+ | SH |
| V | VISA INC | 5K | $1M+ | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 83K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 10K | $1M+ | SH |
| SO | SOUTHERN CO | 17K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 9K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 52K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 3K | $1M+ | SH |
| BSJT | INVESCO EXCH TRD SLF IDX FD | 54K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 7K | $500K+ | SH |
| HACK | AMPLIFY ETF TR | 11K | $500K+ | SH |
| HD | HOME DEPOT INC | 3K | $500K+ | SH |
| WMT | WALMART INC | 7K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| VCV | INVESCO CALIF VALUE MUN INCO | 67K | $500K+ | SH |
| B | BARRICK MNG CORP | 17K | $500K+ | SH |
| NAC | NUVEEN CA QUALTY MUN INCOME | 58K | $500K+ | SH |
| RIET | ETF SER SOLUTIONS | 58K | $500K+ | SH |
| BAC-PL | BANK AMERICA CORP | 371 | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 650 | $100K–$500K | SH |
| NET | CLOUDFLARE INC | 2K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 7K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 698 | $100K–$500K | SH |
| NKX | NUVEEN CALIFORNIA AMT QLT MU | 28K | $100K–$500K | SH |
| TSLA | TESLA INC | 766 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 681 | $100K–$500K | SH |