13F Filings History of Pacific Wealth Strategies Group, Inc.

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$176,640,609
Signature - Title
Erin J Neil - President/CCO
Location
Santa Barbara, CA
Summary
This page shows a list of all the recent 13F filings made by Pacific Wealth Strategies Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pacific Wealth Strategies Group, Inc. reported 61 stock holdings with total value $176,640,609 as of Q4 2025. Top holdings included SPY, NOBL, SCHG, AAPL, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 61 $176,640,609 +$25,112,261 -$16,936,602 +$8,175,659 SPY, NOBL, SCHG, AAPL, NVDA 13F-HR 09 Feb 2026, 13:28
Q3 2025 64 $163,006,912 +$4,191,816 -$1,237,861 +$2,953,955 SPY, NOBL, NVDA, AAPL, PKW 13F-HR 05 Nov 2025, 13:30
Q2 2025 59 $152,464,490 +$44,873,694 -$42,068,580 +$2,805,114 SPY, NOBL, NVDA, PKW, AAPL 13F-HR 05 Aug 2025, 14:27
Q1 2025 53 $134,563,263 +$4,165,154 -$4,487,597 -$322,443 NOBL, PKW, QQQ, SCHG, AAPL 13F-HR 25 Apr 2025, 12:10
Q4 2024 55 $143,830,670 +$26,159,117 -$4,235,931 +$21,923,186 NOBL, PKW, SCHG, QQQ, AAPL 13F-HR 28 Jan 2025, 13:02
Q3 2024 49 $134,861,582 +$13,120,177 -$6,714,928 +$6,405,249 NOBL, PKW, SCHG, QQQ, CHY 13F-HR 28 Oct 2024, 16:08
Q2 2024 48 $121,092,943 +$7,295,672 -$3,343,190 +$3,952,482 NOBL, PKW, SCHG, QQQ, CHY 13F-HR 22 Jul 2024, 16:36
Q1 2024 49 $119,857,432 +$5,936,573 -$939,684 +$4,996,889 NOBL, PKW, SCHG, QQQ, CHY 13F-HR 02 May 2024, 14:23
Q4 2023 46 $104,873,945 +$2,255,632 -$2,002,421 +$253,211 NOBL, PKW, SCHG, CHY, QQQ 13F-HR 01 Feb 2024, 13:41
Q3 2023 47 $94,914,508 +$11,061,768 -$10,882,278 +$179,490 NOBL, PKW, CHY, SCHG, QQQ 13F-HR 06 Nov 2023, 15:39
Q2 2023 49 $97,701,081 +$3,902,510 -$2,396,916 +$1,505,594 NOBL, AAPL, PKW, QQQ, SCHG 13F-HR 25 Jul 2023, 13:59
Q1 2023 48 $87,620,778 +$8,629,592 -$4,066,759 +$4,562,833 NOBL, AAPL, PKW, QQQ, CHY 13F-HR 02 May 2023, 13:51
Q4 2022 44 $74,695,328 +$5,356,436 -$4,104,309 +$1,252,127 NOBL, AAPL, PKW, CHY, QQQ 13F-HR 11 Jan 2023, 15:04
Q3 2022 40 $71,777,000 +$6,649,319 -$6,160,423 +$488,896 AAPL, NOBL, PKW, SCHG, CHY 13F-HR 18 Oct 2022, 14:20
Q2 2022 45 $77,630,000 +$3,700,408 -$119,262,754 -$115,562,346 AAPL, NOBL, SCHG, QQQ, CHY 13F-HR 19 Jul 2022, 11:33
Q1 2022 76 $238,637,000 +$10,878,530 -$33,354,726 -$22,476,196 AAPL, SCHG, NOBL, QQQ, AMZN 13F-HR 25 Apr 2022, 14:51
Q4 2021 89 $287,160,000 +$10,201,101 -$12,589,031 -$2,387,930 AAPL, SCHG, QQQ, NOBL, NAC 13F-HR 24 Jan 2022, 15:51
Q3 2021 88 $270,201,000 +$18,621,525 -$2,243,100 +$16,378,425 AAPL, SCHG, QQQ, NOBL, NAC 13F-HR 14 Oct 2021, 12:06
Q2 2021 86 $261,322,000 +$13,688,660 -$7,347,035 +$6,341,625 AAPL, SCHG, QQQ, NOBL, NAC 13F-HR 22 Jul 2021, 13:03
Q1 2021 84 $238,396,000 +$14,797,350 -$7,092,386 +$7,704,964 AAPL, SCHG, NOBL, QQQ, NAC 13F-HR 26 Apr 2021, 14:01
Q4 2020 84 $230,118,000 +$30,517,191 -$10,708,163 +$19,809,028 AAPL, SCHG, NOBL, QQQ, AMZN 13F-HR 13 Jan 2021, 16:43
Q3 2020 78 $190,295,000 +$44,359,341 -$34,787,390 +$9,571,951 AAPL, AMZN, NAC, XLK, NOBL 13F-HR 22 Oct 2020, 14:47
Q2 2020 77 $179,956,000 +$11,658,285 -$5,499,181 +$6,159,104 AAPL, XLK, AMZN, NOBL, NAC 13F-HR 17 Jul 2020, 15:04
Q1 2020 75 $146,598,000 +$26,617,375 -$35,247,402 -$8,630,027 AAPL, XLK, NAC, AMZN, NOBL 13F-HR 10 Apr 2020, 19:13
Q4 2019 83 $181,014,000 +$12,600,532 -$6,144,200 +$6,456,332 AAPL, SCHG, SCHB, NAC, PKW 13F-HR 15 Jan 2020, 14:48
Q3 2019 82 $162,438,000 +$10,829,021 -$10,108,823 +$720,198 AAPL, NAC, SCHG, SCHB, CHY 13F-HR 08 Oct 2019, 21:18
Q2 2019 82 $159,601,000 +$2,085,028 -$1,695,250 +$389,778 AAPL, NAC, SCHG, CHY, SCHB 13F-HR 10 Jul 2019, 13:30
Q1 2019 80 $154,831,000 +$3,727,223 -$4,535,018 -$807,795 AAPL, NAC, CHY, SCHG, SCHB 13F-HR 22 Apr 2019, 17:12
Q4 2018 81 $138,754,000 +$7,492,205 -$5,312,070 +$2,180,135 NAC, AAPL, SCHG, CHY, SCHB 13F-HR 12 Feb 2019, 14:27
Q3 2018 80 $156,367,000 +$5,443,916 -$1,836,974 +$3,606,942 AAPL, CHY, NAC, SCHG, SCHB 13F-HR 06 Mar 2019, 13:21
Q2 2018 80 $144,901,000 +$30,971,908 -$30,323,521 +$648,387 NAC, CHY, AAPL, SCHG, NKX 13F-HR 06 Mar 2019, 13:19
Q1 2018 82 $140,508,000 +$8,087,912 -$4,913,234 +$3,174,678 AAPL, CHY, NAC, SCHG, PKW 13F-HR 06 Mar 2019, 13:18
Q4 2017 81 $140,746,000 +$15,810,508 -$6,702,124 +$9,108,384 NAC, AAPL, CHY, SCHG, NKX 13F-HR 06 Mar 2019, 13:15
Q3 2017 78 $126,743,000 +$7,689,015 -$1,623,362 +$6,065,653 NAC, SCHG, AAPL, PKW, CHY 13F-HR 06 Mar 2019, 13:11
Q2 2017 76 $117,179,000 +$4,286,124 -$5,116,847 -$830,723 NAC, SCHG, AAPL, CHY, NKX 13F-HR 06 Mar 2019, 13:09
Q1 2017 76 $115,276,000 +$13,553,244 -$5,594,088 +$7,959,156 NAC, CHY, AAPL, SCHG, NKX 13F-HR 06 Mar 2019, 13:08
Q4 2016 70 $101,477,000 $0 $0 $0 NAC, CHY, NOBL, SCHG, AAPL 13F-HR 06 Mar 2019, 13:06