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CIK 0001852338 • 6 13F filings • May 6, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $3.4M | 1.7% | 25,505 SH | New |
| ABBVIE INC | COM | $9.1M | 4.6%Prev: 4.3% | 39,512 SH | Decreased+1,244 SH |
| APPLE INC | COM | $567K | 0.3%Prev: 0.3% | 2,226 SH | Decreased+67 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $308K | 0.2%Prev: 0.1% | 612 SH | Decreased-40 SH |
| INTEL CORP | COM | $2.4M | 1.2%Prev: 2.5% | 71,118 SH | Decreased+30,594 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $301K | 0.2% | 1,068 SH | New |
| INTUIT | COM | $404K | 0.2% | 592 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $247K | 0.1%Prev: 0.1% | 412 SH | Decreased |
| ISHARES TR | 7-10 YR TRSY BD | $13.1M | 6.6%Prev: 6.7% | 135,483 SH | Decreased-23,428 SH |
| ISHARES TR | A RATE CP BD ETF | $14.8M | 7.5%Prev: 0.2% | 305,918 SH | Increased+298,419 SH |
| ISHARES TR | MSCI USA QLT FCT | $5.2M | 2.6% | 26,526 SH | New |
| ISHARES TR | US TREAS BD ETF | $13.7M | 6.9%Prev: 6.8% | 594,687 SH | Decreased-81,792 SH |
| MICROSOFT CORP | COM | $492K | 0.2%Prev: 0.2% | 949 SH | Increased-332 SH |
| ONTO INNOVATION INC | COM | $224K | 0.1%Prev: 0.2% | 1,737 SH | Decreased+450 SH |
| QUALCOMM INC | COM | $285K | 0.1%Prev: 0.1% | 1,711 SH | Increased+578 SH |
| SEMPRA | COM | $258K | 0.1% | 2,871 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $124.8M | 62.9% | 187,397 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $224K | 0.1% | 7,565 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $236K | 0.1% | 15,034 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $312K | 0.2%Prev: 0.1% | 510 SH | Decreased+32 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $7.5M | 3.8%Prev: 3.6% | 89,170 SH | Decreased-9,100 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $399K | 0.2% | 6,652 SH | New |
| VIASAT INC | COM | $250K | 0.1%Prev: 0.1% | 8,525 SH | Decreased+4,896 SH |
| 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 |