Pacific Wealth Strategies Group, Inc. - Portfolio overview

Pacific Wealth Strategies Group, Inc. has 71 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NOBL - PROSHARES TR, 12.51%
2. SCHG - SCHWAB STRATEGIC TR, 11.26%
3. SPY - STATE STR SPDR S&P 500 ETF T, 9.78%

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

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