Pacific Wealth Management - Q32026 Holdings
Pacific Wealth Management holds 20 stocks with a total portfolio value of $ 227.34M as of Q32026. In Q32026, Pacific Wealth Management added 20 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is State Str Spdr S&P 500 Etf T (SPY), representing 58.80% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options