Loading…
CIK 0001852338 • 6 13F filings • May 6, 2025 – Aug 10, 2026
Import this data to Google Sheets with:
=jivedata("pacific-wealth-management-0001852338-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $3.1M | 1.4% | 24,391 SH | New |
| ABBVIE INC | COM | $8.8M | 4.1%Prev: 4.4% | 38,727 SH | Decreased+688 SH |
| APPLE INC | COM | $605K | 0.3%Prev: 0.3% | 2,226 SH | Decreased+304 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $308K | 0.1%Prev: 0.1% | 612 SH | Increased |
| INTEL CORP | COM | $2.6M | 1.2%Prev: 2.2% | 70,000 SH | Decreased+29,198 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $316K | 0.1% | 1,068 SH | New |
| INTUIT | COM | $392K | 0.2% | 592 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $253K | 0.1%Prev: 0.1% | 412 SH | Decreased |
| ISHARES TR | 7-10 YR TRSY BD | $13.9M | 6.5%Prev: 4.0% | 144,873 SH | Increased+42,892 SH |
| ISHARES TR | A RATE CP BD ETF | $15.2M | 7.0%Prev: 0.1% | 315,081 SH | Increased+307,582 SH |
| ISHARES TR | US TREAS BD ETF | $13.9M | 6.5%Prev: 4.8% | 604,085 SH | Increased+106,192 SH |
| MICROSOFT CORP | COM | $460K | 0.2%Prev: 0.2% | 950 SH | Decreased-13 SH |
| NOMURA ETF TR | FOCUSED EMERGING | $14.7M | 6.8% | 365,448 SH | New |
| ONTO INNOVATION INC | COM | $258K | 0.1%Prev: 0.2% | 1,637 SH | Decreased+350 SH |
| QUALCOMM INC | COM | $281K | 0.1% | 1,643 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $131.1M | 60.9% | 192,303 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $250K | 0.1% | 7,565 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $356K | 0.2% | 15,034 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $320K | 0.1%Prev: 0.1% | 510 SH | Decreased+47 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $7.7M | 3.6%Prev: 3.7% | 91,522 SH | Decreased-17,116 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $399K | 0.2% | 6,655 SH | New |
| VIASAT INC | COM | $281K | 0.1% | 8,150 SH | New |
| 13F-HR |
| 0001852338-25-000007 |
| $198.6M |
| View |
| Aug 10, 2026 | Q2 2026 | 13F-HR | 0001852338-26-000003 | $225.5M | View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001852338-25-000004 | $202.5M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001852338-26-000002 | $185.9M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001852338-25-000003 | $181.9M | View |