Pacific Wealth Management reported 20 holdings worth US$227M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 5, 2026
Pacific Wealth Management reported 20 holdings worth US$227M as of Sep 30, 2026. Largest: Abbvie Inc., Intel Corporation and Abbott Laboratories. Filed Oct 5, 2026 (Form 13F).
- Holdings
- 20
- Value as reported
- US$227M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Abbvie Inc. | 38,039 | US$9.95M | 4.4% |
| Intel Corporation | 40,802 | US$4.91M | 2.2% |
| Abbott Laboratories | 23,009 | US$2.27M | 1.0% |
| Apple Inc | 1,922 | US$640K | 0.28% |
| Microsoft Corp. | 963 | US$494K | 0.22% |
| Onto Innovation Inc. | 1,287 | US$396K | 0.17% |
| Berkshire Hathaway Inc. | 612 | US$305K | 0.13% |
| Halozyme Therapeutics, Inc. | 2,184 | US$241K | 0.11% |
| Qualcomm Incorporated | 0 | US$0 | 0.00% |
| Viasat, Inc. | 0 | US$0 | 0.00% |