Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pacific Wealth Strategies Group, Inc. (CIK 1766571) reported $160.2M across 62 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NOBL ($20.8M, 12.98%), SCHG ($18.7M, 11.69%), SPY ($16.3M, 10.15%), AAPL ($9.7M, 6.06%), GOOGL ($7.9M, 4.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NOBL | PROSHARES TR | $20.8M | 12.98% | 196,184 | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $18.7M | 11.69% | 642,994 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $16.3M | 10.15% | 24,996 | Trimmed |
| 4 | AAPL | APPLE INC | $9.7M | 6.06% | 38,288 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $7.9M | 4.90% | 27,328 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $6.3M | 3.91% | 30,066 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $6.2M | 3.87% | 35,533 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $5.9M | 3.71% | 16,040 | Added |
| 9 | CHY | CALAMOS CONV & HIGH INCOME F | $5.9M | 3.71% | 546,229 | Trimmed |
| 10 | LLY | ELI LILLY & CO | $4.4M | 2.73% | 4,761 | Trimmed |
| 11 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $3.3M | 2.04% | 167,201 | Added |
| 12 | OHI | OMEGA HEALTHCARE INVS INC | $3.1M | 1.95% | 71,387 | Added |
| 13 | BSCR | INVESCO EXCH TRD SLF IDX FD | $3.1M | 1.93% | 157,936 | Added |
| 14 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $3.1M | 1.93% | 133,383 | Added |
| 15 | BSJR | INVESCO EXCH TRD SLF IDX FD | $2.9M | 1.83% | 131,235 | Added |
| 16 | PKW | INVESCO EXCHANGE TRADED FD T | $2.7M | 1.68% | 20,496 | Trimmed |
| 17 | BSCS | INVESCO EXCH TRD SLF IDX FD | $2.6M | 1.61% | 126,693 | Added |
| 18 | BSJS | INVESCO EXCH TRD SLF IDX FD | $2.6M | 1.61% | 118,877 | Added |
| 19 | BSCT | INVESCO EXCH TRD SLF IDX FD | $2.1M | 1.34% | 114,714 | Added |
| 20 | GS | GOLDMAN SACHS GROUP INC | $2.0M | 1.26% | 2,389 | Added |
| 21 | HACK | AMPLIFY ETF TR | $2.0M | 1.25% | 26,663 | Added |
| 22 | CVX | CHEVRON CORPORATION | $1.7M | 1.09% | 8,458 | Trimmed |
| 23 | GOOG | ALPHABET INC | $1.7M | 1.07% | 5,988 | Trimmed |
| 24 | BSJT | INVESCO EXCH TRD SLF IDX FD | $1.6M | 1.00% | 76,287 | Added |
| 25 | V | VISA INC | $1.6M | 0.99% | 5,224 | Added |
Source: SEC Form 13F filings · as of 2026-03-31