Institutional Investor · CIK 0001766571
PACIFIC WEALTH STRATEGIES GROUP, INC.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
59
Total Value
$146.99M
Total Shares
3.46M
Latest Filing
Jul 17, 2026
CIK
0001766571
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 984,089 | $33.30M | 0.0569% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 441,823 | $6.02M | 0.5500% | SH | — | View | |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 16,686 | $5.96M | 0.0001% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-17 | 24,242 | $5.78M | 0.0002% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-17 | 18,521 | $5.36M | 0.0001% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 14,173 | $5.29M | 0.0002% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 26,285 | $5.26M | 0.0001% | SH | — | View |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 5,580 | $4.17M | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 35,153 | $3.69M | 0.1882% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 186,786 | $3.66M | 0.0798% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 162,746 | $3.64M | 0.4261% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 186,119 | $3.63M | 0.0981% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 155,192 | $3.56M | 0.3775% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 172,512 | $3.51M | 0.0996% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 157,603 | $3.43M | 0.4874% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 180,594 | $3.35M | 0.1169% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 156,249 | $3.30M | 0.6104% | SH | — | View | |
| Real Estate | REIT - Healthcare Facilities | 2026-06-30 | 2026-07-17 | 58,455 | $2.79M | 0.0195% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 17,415 | $2.47M | 0.1539% | SH | — | View | |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-17 | 6,939 | $2.45M | 0.0007% | SH | — | View |
Eli Lilly and Company(LLY.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 1,764 | $2.12M | 0.0002% | SH | — | View |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 2,756 | $2.10M | 0.0003% | SH | — | View | |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-17 | 5,954 | $2.04M | 0.0003% | SH | — | View |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 8,096 | $2.04M | 0.0005% | SH | — | View |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 8,096 | $2.04M | 0.0005% | SH | — | View |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 5,645 | $1.99M | 0.0000% | SH | — | View |
The Goldman Sachs Group,…(GOS.DE) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-17 | 1,916 | $1.94M | 0.0006% | SH | — | View |
Southern Company(SOT.DE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-17 | 18,912 | $1.81M | 0.0016% | SH | — | View |
| Basic Materials | Gold | 2026-06-30 | 2026-07-17 | 46,619 | $1.71M | 0.0028% | SH | — | View | |
| Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 3,508 | $1.68M | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 10,379 | $1.65M | 0.0040% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 51,235 | $1.62M | 0.0018% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 14,203 | $1.61M | 0.0002% | SH | — | View |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 14,203 | $1.61M | 0.0002% | SH | — | View |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 9,230 | $1.53M | 0.0005% | SH | — | View |
ServiceNow, Inc.(NOW) | Technology | Software - Application | 2026-06-30 | 2026-07-17 | 12,602 | $1.25M | 0.0012% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 1,312 | $966.16K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 3,836 | $730.84K | 0.0006% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 44,466 | $538.93K | 0.0285% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 46,420 | $500.87K | 0.0966% | SH | — | View | |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 1,228 | $458.99K | 0.0001% | SH | — | View |
Bank of America Corporation(NCB.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-17 | 6,779 | $386.27K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 5,231 | $384.01K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 28,000 | $350.84K | 0.0524% | SH | — | View | |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 910 | $343.75K | 0.0000% | SH | — | View |
Lockheed Martin Corporation(LOM.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 626 | $318.92K | 0.0003% | SH | — | View |
iShares Digital Security UCITS…(L0CK.DE) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 626 | $318.92K | 0.0004% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-17 | 548 | $274.21K | 0.0000% | SH | — | View |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 2,000 | $273.44K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 1,628 | $254.46K | 0.0011% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 25,592 | $249.52K | 0.2310% | SH | — | View | |
GE Vernova Inc.(GEV) | Utilities | Renewable Utilities | 2026-06-30 | 2026-07-17 | 186 | $218.52K | 0.0001% | SH | — | View |
Bank of America Corporation(BAC-PL) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-17 | 173 | $217.03K | 0.0000% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-17 | 493 | $207.36K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 10,000 | $166.45K | 0.0063% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 20,000 | $157.60K | 0.0053% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 10,000 | $120.90K | 0.0180% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 16,000 | $107.84K | 0.0339% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 10,000 | $87.40K | 0.0529% | SH | — | View |
Showing 1 to 59 of 59 results
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