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Pacific Wealth Strategies Group, Inc. 13F holdings

Filed 2026-07-17 · Pacific Wealth Strategies Group, Inc. · 59 positions · $174.0M

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TickerCompanySharesValue% of portfolio
SCHGSCHWAB STRATEGIC TR984.1K$33.3M19.1%
NOBLPROSHARES TR416.0K$23.4M13.4%
XCHYXCALAMOS CONV & HIGH INCOME F441.8K$6.0M3.5%
GOOGLALPHABET INC16.7K$6.0M3.4%
AMZNAMAZON COM INC24.2K$5.8M3.3%
AAPLAPPLE INC18.5K$5.4M3.1%
MSFTMICROSOFT CORP14.2K$5.3M3.0%
NVDANVIDIA CORPORATION26.3K$5.3M3.0%
SPYSTATE STR SPDR S&P 500 ETF T5.6K$4.2M2.4%
CALFPACER FDS TR78.0K$3.9M2.3%
HACKAMPLIFY ETF TR35.2K$3.7M2.1%
ICOWPACER FDS TR88.4K$3.7M2.1%
BSCRINVESCO EXCH TRD SLF IDX FD186.8K$3.7M2.1%
BSJRINVESCO EXCH TRD SLF IDX FD162.7K$3.6M2.1%
BSCQINVESCO EXCH TRD SLF IDX FD186.1K$3.6M2.1%
BSJQINVESCO EXCH TRD SLF IDX FD155.2K$3.6M2.0%
BSCSINVESCO EXCH TRD SLF IDX FD172.5K$3.5M2.0%
BSJSINVESCO EXCH TRD SLF IDX FD157.6K$3.4M2.0%
BSCTINVESCO EXCH TRD SLF IDX FD180.6K$3.4M1.9%
BSJTINVESCO EXCH TRD SLF IDX FD156.2K$3.3M1.9%
OHIOMEGA HEALTHCARE INVS INC58.5K$2.8M1.6%
PKWINVESCO EXCHANGE TRADED FD T17.4K$2.5M1.4%
HDHOME DEPOT INC6.9K$2.4M1.4%
LLYELI LILLY & CO1.8K$2.1M1.2%
CRWDCROWDSTRIKE HLDGS INC2.8K$2.1M1.2%
VVISA INC6.0K$2.0M1.2%
ABBVABBVIE INC8.1K$2.0M1.2%
GOOGALPHABET INC5.6K$2.0M1.1%
GSGOLDMAN SACHS GROUP INC1.9K$1.9M1.1%
SOSOUTHERN CO18.9K$1.8M1.0%
BBARRICK MNG CORP46.6K$1.7M1.0%
TSMTAIWAN SEMICONDUCTOR MANUFAC3.5K$1.7M1.0%
XLVSELECT SECTOR SPDR TR10.4K$1.6M0.9%
SCHDSCHWAB STRATEGIC TR51.2K$1.6M0.9%
WMTWALMART INC14.2K$1.6M0.9%
CVXCHEVRON CORPORATION9.2K$1.5M0.9%
NOWSERVICENOW INC12.6K$1.3M0.7%
QQQINVESCO QQQ TR1.3K$966,1570.6%
XLKSELECT SECTOR SPDR TR3.8K$730,8350.4%
NACNUVEEN CA DIVI ADV MUN44.5K$538,9280.3%
VCVINVESCO CALIF VALUE MUN INCO46.4K$500,8720.3%
GEGE AEROSPACE1.2K$458,9860.3%
BACBANK OF AMER CORP6.8K$386,2670.2%
BNDVANGUARD BD INDEX FDS5.2K$384,0080.2%
XNCMXNUVEEN CALIF AMT FREE MUNI I28.0K$350,8400.2%
AVGOBROADCOM INC910$343,7530.2%
LMTLOCKHEED MARTIN CORP626$318,9220.2%
BRK-BBERKSHIRE HATHAWAY INC DEL548$274,2140.2%
EXMOCEXXON MOBIL CORP2.0K$273,4400.2%
DVYISHARES TR1.6K$254,4560.1%
—ETF SER SOLUTIONS25.6K$249,5220.1%
GEVGE VERNOVA INC186$218,5240.1%
BAC 7.25 PERP LBANK OF AMER CORP173$217,0290.1%
TSLATESLA INC493$207,3560.1%
BSCUINVESCO EXCH TRD SLF IDX FD10.0K$166,4500.1%
JPCNUVEEN PFD & INCOME OPPORTUN20.0K$157,6000.1%
XBOEXBLACKROCK ENHANCED GLOBAL10.0K$120,9000.1%
TEITEMPLETON EMERGING MKTS INCO16.0K$107,8400.1%
—NUVEEN N Y MUN VALUE FD10.0K$87,4000.1%
Top Fund Holdings
13F
Top Fund Holdings

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