Pacific Wealth Management - Q42025 Holdings
Pacific Wealth Management holds 22 stocks with a total portfolio value of $ 215.45M as of Q42025. In Q42025, Pacific Wealth Management added 1 new position, increased stakes in 7 stocks, reduced 6 holdings, and fully exited 2 positions. The largest holding is Spdr S&P 500 Etf Tr (SPY), representing 60.87% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options