Pacific Wealth Management Top Holdings and 13F Report (2025) About Pacific Wealth ManagementInvestment ActivityPacific Wealth Management has $202.54 million in total holdings as of June 30, 2025.Pacific Wealth Management owns shares of 22 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 7.75% of the portfolio was purchased this quarter.About 2.83% of the portfolio was sold this quarter.This quarter, Pacific Wealth Management has purchased 18 new stocks and bought additional shares in 5 stocks.Pacific Wealth Management sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $108,992,993iShares U.S. Treasury Bond ETF $15,269,089iShares Aaa - A Rated Corporate Bond ETF $15,256,693Janus Henderson AAA CLO ETF $13,189,232iShares 7-10 Year Treasury Bond ETF $12,850,273 Largest New Holdings this Quarter 464287440 - iShares 7-10 Year Treasury Bond ETF $12,850,273 Holding458140100 - Intel $1,593,043 Holding92206C706 - Vanguard Intermediate-Term Treasury ETF $397,856 Holding459200101 - International Business Machines $314,825 Holding46090E103 - Invesco QQQ $227,149 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 134,178 shares (about $12.85M)Intel 71,118 shares (about $1.59M)Vanguard Intermediate-Term Treasury ETF 6,652 shares (about $397.86K)International Business Machines 1,068 shares (about $314.83K)Invesco QQQ 412 shares (about $227.15K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 8,492 shares (about $5.25M)Janus Henderson AAA CLO ETF 1,992 shares (about $101.09K)iShares U.S. Treasury Bond ETF 3,218 shares (about $73.95K)QUALCOMM 277 shares (about $44.12K)Intuit 37 shares (about $29.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPacific Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$108,992,993$5,246,779 ▼-4.6%176,40753.8%FinanceGOVTiShares U.S. Treasury Bond ETF$15,269,089$73,950 ▼-0.5%664,4517.5%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$15,256,693$7,798 ▲0.1%318,9117.5%ETFJAAAJanus Henderson AAA CLO ETF$13,189,232$101,094 ▼-0.8%259,8866.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$12,850,273$12,850,273 ▲New Holding134,1786.3%ETFCOWZPacer US Cash Cows 100 ETF$9,351,014$81,548 ▲0.9%169,7104.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,384,927$27,861 ▲0.4%89,0613.6%ETFABBVAbbVie$7,334,290$25,430 ▼-0.3%39,5123.6%MedicalQUALiShares MSCI USA Quality Factor ETF$4,207,359$45,704 ▲1.1%23,0142.1%ETFABTAbbott Laboratories$3,468,9040.0%25,5051.7%MedicalINTCIntel$1,593,043$1,593,043 ▲New Holding71,1180.8%Computer and TechnologyMSFTMicrosoft$471,737$146,298 ▲45.0%9480.2%Computer and TechnologyINTUIntuit$466,277$29,142 ▼-5.9%5920.2%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$397,856$397,856 ▲New Holding6,6520.2%ETFDGROiShares Core Dividend Growth ETF$337,6030.0%5,2800.2%ETFQCOMQUALCOMM$327,439$44,115 ▼-11.9%2,0560.2%Computer and TechnologyAAPLApple$324,1690.0%1,5800.2%Computer and TechnologyIBMInternational Business Machines$314,825$314,825 ▲New Holding1,0680.2%Computer and TechnologyBRK.BBerkshire Hathaway$297,2910.0%6120.1%FinanceVOOVanguard S&P 500 ETF$295,3760.0%5200.1%ETFQQQInvesco QQQ$227,149$227,149 ▲New Holding4120.1%FinanceSPROTT PHYSICAL SILVER TR$184,0160.0%15,0340.1%TR UNITONTOOnto Innovation$0$210,768 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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