Pacific Wealth Management reported 19 holdings worth US$226M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Pacific Wealth Management reported 19 holdings worth US$226M as of Jun 30, 2026. Largest: Abbvie Inc., Intel Corporation and Abbott Laboratories. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 19
- Value as reported
- US$226M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Abbvie Inc. | 38,268 | US$9.63M | 4.3% |
| Intel Corporation | 40,524 | US$5.66M | 2.5% |
| Abbott Laboratories | 23,983 | US$2.18M | 0.96% |
| Apple Inc | 2,159 | US$625K | 0.28% |
| Onto Innovation Inc. | 1,287 | US$487K | 0.22% |
| Microsoft Corp. | 1,281 | US$478K | 0.21% |
| Halozyme Therapeutics, Inc. | 5,401 | US$423K | 0.19% |
| Berkshire Hathaway Inc. | 652 | US$326K | 0.14% |
| Viasat, Inc. | 3,629 | US$326K | 0.14% |
| Qualcomm Incorporated | 1,133 | US$209K | 0.09% |
| Intuit Inc. | 0 | US$0 | 0.00% |