Pacific Wealth Management
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 185,920
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 20 | 185,920 | 13F-HR | Pacific Wealth Management |
| Q4 2025 | 2/12/2026 | 22 | 215,449 | 13F-HR | Pacific Wealth Management |
| Q3 2025 | 10/21/2025 | 23 | 198,604 | 13F-HR | Pacific Wealth Management |
| Q2 2025 | 7/30/2025 | 22 | 202,542 | 13F-HR | Pacific Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.88 K | 9.1% | 0 | 169.2 K | -169.2 K |
| ETFs | 169 K | 90.9% | 139.7 K | 0 | 139.7 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
185,920
Holdings
20
QoQ value change ($000)
-29,529
(-13.7%)
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.