Pacific Wealth Strategies Group, Inc.
All 13F Filings
- Location
- Santa Barbara, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 174,010
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 59 | 174,010 | 13F-HR | Pacific Wealth Strategies Group, Inc. |
| Q1 2026 | 5/7/2026 | 62 | 160,230 | 13F-HR | Pacific Wealth Strategies Group, Inc. |
| Q4 2025 | 2/9/2026 | 61 | 176,641 | 13F-HR | Pacific Wealth Strategies Group, Inc. |
| Q3 2025 | 11/5/2025 | 64 | 163,007 | 13F-HR | Pacific Wealth Strategies Group, Inc. |
| Q2 2025 | 8/5/2025 | 59 | 152,464 | 13F-HR | Pacific Wealth Strategies Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 68.46 K | 39.3% | 0 | 3.203 K | -3.203 K |
| ETFs | 105.6 K | 60.7% | 16.99 K | 0 | 16.99 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
174,010
Holdings
59
QoQ value change ($000)
13,780
(8.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.