Pacific Wealth Strategies Group, Inc. - Portfolio Stock Holdings
Pacific Wealth Strategies Group, Inc. disclosed 63 stock positions in a recent SEC 13F filing. $172,215,366 of stock holdings were filed, with the largest holdings including SCHG, NOBL, and CHY. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $253,189,504 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
63Est. Stock Holding Value:
$172,215,366Top Stock Holdings By Sector
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Portfolio Stock Holdings - Pacific Wealth Strategies Group, Inc.
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