Pacific Wealth Strategies Group, Inc.
Pacific Wealth Strategies Group, Inc. reported 59 holdings worth US$174M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
Pacific Wealth Strategies Group, Inc. reported 59 holdings worth US$174M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Amazon.com, Inc. and Apple Inc. Filed Jul 17, 2026 (Form 13F).
- Holdings
- 59
- Value as reported
- US$174M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 22,267 | US$7.96M | 4.6% |
| Amazon.com, Inc. | 24,242 | US$5.78M | 3.3% |
| Apple Inc | 18,521 | US$5.36M | 3.1% |
| Microsoft Corp. | 14,173 | US$5.29M | 3.0% |
| Nvidia Corporation | 26,285 | US$5.26M | 3.0% |
| Omega Healthcare Investors, Inc. | 58,455 | US$2.79M | 1.6% |
| Home Depot, Inc. (the) | 6,939 | US$2.45M | 1.4% |
| Eli Lilly And Company | 1,764 | US$2.12M | 1.2% |
| Crowdstrike Holdings, Inc. | 2,756 | US$2.1M | 1.2% |
| Visa Inc. | 5,954 | US$2.04M | 1.2% |
| Abbvie Inc. | 8,096 | US$2.04M | 1.2% |
| Goldman Sachs Group, Inc. (the) | 1,916 | US$1.94M | 1.1% |
| Southern Company (the) | 18,912 | US$1.81M | 1.0% |
| Barrick Mining Corporation | 46,619 | US$1.71M | 0.98% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,508 | US$1.68M | 0.96% |
| Walmart Inc. | 14,203 | US$1.61M | 0.92% |
| Chevron Corporation | 9,230 | US$1.53M | 0.88% |
| Servicenow, Inc. | 12,602 | US$1.25M | 0.72% |
| Bank Of America Corporation | 10,588 | US$603K | 0.35% |
| Ge Aerospace | 1,228 | US$459K | 0.26% |
| Broadcom Inc. | 910 | US$344K | 0.20% |
| Lockheed Martin Corporation | 626 | US$319K | 0.18% |
| Berkshire Hathaway Inc. | 548 | US$274K | 0.16% |
| Exxon Mobil Corporation | 2,000 | US$273K | 0.16% |
| Ge Vernova Inc. | 186 | US$219K | 0.13% |
| Tesla, Inc. | 493 | US$207K | 0.12% |
| Cloudflare, Inc. | 0 | US$0 | 0.00% |
| Mannkind Corporation | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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