§ 13F · FUND PROFILE
Pacific Wealth Strategies Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $152.5T (13F)Positions · 59Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$795.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 37K | $25.5T | 14.4% | +7% |
| 2 | NOBL | PROSHARES TR | 191K | $19.8T | 11.2% | +5% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 442K | $14.4T | 8.2% | +194% |
| 4 | AAPL | APPLE INC | 47K | $12.9T | 7.3% | +2% |
| 5 | NVDA | NVIDIA CORPORATION | 65K | $12.2T | 6.9% | −3% |
| 6 | GOOGL | ALPHABET INC | 31K | $9.6T | 5.4% | −1% |
| 7 | AMZN | AMAZON COM INC | 36K | $8.4T | 4.8% | +4% |
| 8 | MSFT | MICROSOFT CORP | 16K | $7.7T | 4.3% | +4% |
| 9 | XCHYX | CALAMOS CONV & HIGH INCOME F | 580K | $6.6T | 3.7% | −9% |
| 10 | LLY | ELI LILLY & CO | 6K | $6.1T | 3.5% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PACIFIC SIGNAL
AC read
Pacific Wealth Strategies Group, Inc. is a Other fund managing $152464.5 trillion in assets. The fund runs a portfolio of 59 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed