Notify me when Pacific Wealth Management files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 22 | $215,449,169 | +$19,794,058 | -$5,818,257 | +$13,975,801 | SPY, QLTA, EMEQ, IEF, GOVT | 13F-HR | 11 Feb 2026, 18:07 |
| Q3 2025 | 23 | $198,604,395 | +$9,261,148 | -$25,184,081 | -$15,922,933 | SPY, QLTA, GOVT, IEF, ABBV | 13F-HR | 21 Oct 2025, 14:48 |
| Q2 2025 | 22 | $202,541,555 | +$15,692,355 | -$5,731,278 | +$9,961,077 | SPY, GOVT, QLTA, JAAA, IEF | 13F-HR | 30 Jul 2025, 15:30 |
| Q1 2025 | 18 | $181,899,851 | +$6,743,174 | -$10,484,222 | -$3,741,048 | SPY, GOVT, QLTA, JAAA, COWZ | 13F-HR | 05 May 2025, 18:09 |
| Q4 2024 | 20 | $188,955,358 | +$10,436,029 | -$35,282,292 | -$24,846,263 | SPY, QLTA, JAAA, GOVT, JCPB | 13F-HR | 12 Feb 2025, 17:01 |
| Q3 2024 | 19 | $215,060,421 | +$32,377,385 | -$23,779,957 | +$8,597,428 | SPY, GOVT, QLTA, JAAA, VCIT | 13F-HR | 03 Oct 2024, 10:40 |
| Q2 2024 | 19 | $196,462,991 | +$53,309,530 | -$44,504,757 | +$8,804,773 | SPY, QLTA, JAAA, VCIT, COWZ | 13F-HR | 10 Jul 2024, 16:28 |
| Q1 2024 | 24 | $175,283,151 | $0 | $0 | $0 | SPY, QLTA, DGRO, VCIT, SHY | 13F-HR | 16 Apr 2024, 15:58 |
| Q4 2023 | 24 | $175,283,151 | +$34,790,552 | -$23,644,641 | +$11,145,911 | SPY, QLTA, DGRO, VCIT, SHY | 13F-HR | 31 Jan 2024, 11:07 |
| Q3 2023 | 25 | $152,034,360 | +$21,838,168 | -$18,936,538 | +$2,901,630 | SPY, DGRO, QLTA, SHY, COWZ | 13F-HR | 01 Nov 2023, 16:10 |
| Q2 2023 | 27 | $153,774,969 | +$8,133,590 | -$11,176,256 | -$3,042,666 | SPY, DGRO, QLTA, SHY, COWZ | 13F-HR | 17 Jul 2023, 14:33 |
| Q1 2023 | 26 | $155,725,440 | +$25,589,067 | -$8,860,014 | +$16,729,053 | SPY, DGRO, QLTA, SHY, COWZ | 13F-HR | 10 Apr 2023, 16:55 |
| Q4 2022 | 28 | $136,006,079 | +$28,790,048 | -$12,971,439 | +$15,818,609 | DGRO, SPY, SHY, QLTA, TLT | 13F-HR | 08 Mar 2023, 15:03 |
| Q3 2022 | 18 | $112,639,000 | +$33,169,005 | -$5,487,282 | +$27,681,723 | DGRO, SPY, SHY, TLT, COWZ | 13F-HR | 12 Oct 2022, 15:36 |
| Q2 2022 | 15 | $90,748,000 | +$12,866,250 | -$18,901,696 | -$6,035,446 | DGRO, SPY, IEF, COWZ, QQQ | 13F-HR | 25 Jul 2022, 11:44 |
| Q1 2022 | 16 | $112,173,000 | +$1,304,797 | -$12,926,640 | -$11,621,843 | SPY, DGRO, QQQ, IEF, LQD | 13F-HR | 12 Apr 2022, 14:38 |
| Q4 2021 | 13 | $131,606,000 | +$23,925,992 | -$22,196,464 | +$1,729,528 | SPY, DGRO, QQQ, LQD, IEF | 13F-HR | 14 Jan 2022, 18:10 |
| Q3 2021 | 8 | $119,794,000 | +$13,628,182 | -$11,904,000 | +$1,724,182 | SPY, DGRO, AGG, QQQ, LQD | 13F-HR | 13 Oct 2021, 12:27 |
| Q2 2021 | 9 | $118,094,000 | +$766,613 | -$5,167,880 | -$4,401,267 | SPY, DGRO, AGG, RPV, QQQ | 13F-HR | 19 Jul 2021, 09:25 |
| Q1 2021 | 12 | $116,104,000 | +$21,640,345 | -$64,483,114 | -$42,842,769 | SPY, DGRO, AGG, RPV, QQQ | 13F-HR | 15 Apr 2021, 14:29 |
| Q4 2020 | 11 | $156,970,000 | $0 | $0 | $0 | SPY, GSY, AGG, QQQ, DGRO | 13F-HR | 22 Mar 2021, 12:38 |