account_balance
Investment manager · 13F filer · SEC CIK 1852338
Pacific Wealth Management
Reported value$227Mas of Sep 30, 2026
Positions20 4 new, 3 sold out
Top 10 weight98.0%SPY alone is 59%
FiledOct 55 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
58.8%
EMEQNomura ETF Tr
14.2%Added +2%
GOVTiShares Tr
4.8%Trimmed −26%
ABBVAbbVie Inc.
4.4%
IEFiShares Tr
4.0%−36%
VCITVanguard Scottsdale FDS
3.7%+11%
XLVSelect Sector SPDR Tr
2.5%New
AIQGlobal X FDS
2.4%New
INTCIntel Corp
2.2%
ABT1.0%GLDAAPLSPYSPDR S&P 500 ETF Trust
58.8%
EMEQNomura ETF Tr
14.2%+2%
GOVT4.8%
ABBV4.4%IEF4.0%
VCIT
XLV2.5%
AIQ2.4%
INTCBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 58.8% Held
EMEQ Nomura ETF Tr 14.2% Added +2%
GOVT iShares Tr 4.8% Trimmed −26%
ABBV AbbVie Inc. 4.4% HeldIEF iShares Tr 4.0% Trimmed −36%
VCIT Vanguard Scottsdale FDS 3.7% Added +11%
XLV Select Sector SPDR Tr 2.5% New
AIQ Global X FDS 2.4% New
INTC Intel Corp 2.2% HeldABT Abbott Laboratories 1.0% Trimmed −4%GLD SPDR Gold Trust 0.6% NewAAPL Apple Inc. 0.3% Trimmed −11%What changed
Biggest moves since Jun 30, 2026
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