Pacific Wealth Management - Portfolio overview

Pacific Wealth Management has 25 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 56.77%
2. EMEQ - NOMURA ETF TR, 11.58%
3. IEF - ISHARES TR, 7.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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