Pacific Wealth Management Top Holdings and 13F Report (2026) About Pacific Wealth ManagementInvestment ActivityPacific Wealth Management has $185.92 million in total holdings as of March 31, 2026.Pacific Wealth Management owns shares of 20 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 4.16% of the portfolio was purchased this quarter.About 17.19% of the portfolio was sold this quarter.This quarter, Pacific Wealth Management has purchased 22 new stocks and bought additional shares in 7 stocks.Pacific Wealth Management sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $109,176,304NOMURA ETF TR $22,271,508iShares 7-10 Year Treasury Bond ETF $14,526,827iShares U.S. Treasury Bond ETF $14,443,010AbbVie $8,362,934 Largest New Holdings this Quarter 40637H109 - Halozyme Therapeutics $349,067 Holding Largest Purchases this Quarter NOMURA ETF TR 128,377 shares (about $5.79M)iShares 7-10 Year Treasury Bond ETF 7,336 shares (about $700.15K)iShares U.S. Treasury Bond ETF 26,339 shares (about $603.43K)Halozyme Therapeutics 5,401 shares (about $349.07K)SPROTT ASSET MANAGEMENT LP 6,809 shares (about $166.07K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 24,427 shares (about $15.89M)iShares Aaa - A Rated Corporate Bond ETF 305,584 shares (about $14.54M)Intel 6,000 shares (about $264.78K)Apple 304 shares (about $77.15K)AbbVie 275 shares (about $59.81K) 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$109,176,304$15,885,830 ▼-12.7%167,87658.7%FinanceNOMURA ETF TR$22,271,508$5,789,803 ▲35.1%493,82512.0%FOCUSED EMERGINGIEFiShares 7-10 Year Treasury Bond ETF$14,526,827$700,148 ▲5.1%152,2097.8%ETFGOVTiShares U.S. Treasury Bond ETF$14,443,010$603,426 ▲4.4%630,4247.8%ETFABBVAbbVie$8,362,934$59,810 ▼-0.7%38,4524.5%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$7,644,426$70,999 ▲0.9%92,3804.1%ETFINTCIntel$2,824,320$264,780 ▼-8.6%64,0001.5%Computer and TechnologyABTAbbott Laboratories$2,462,297$41,889 ▼-1.7%23,9831.3%MedicalSPROTT ASSET MANAGEMENT LP$532,751$166,072 ▲45.3%21,8430.3%PHYSICAL SILVERAAPLApple$487,784$77,152 ▼-13.7%1,9220.3%Computer and TechnologyQLTAiShares Aaa - A Rated Corporate Bond ETF$451,941$14,542,059 ▼-97.0%9,4970.2%ETFMSFTMicrosoft$352,245$740 ▲0.2%9520.2%Computer and TechnologyHALOHalozyme Therapeutics$349,067$349,067 ▲New Holding5,4010.2%MedicalVSATViasat$327,012$46,258 ▼-12.4%7,1400.2%Computer and TechnologySPROTT ASSET MANAGEMENT LP$326,934$58,830 ▲21.9%9,2250.2%PHYSICAL GOLD TRONTOOnto Innovation$325,446$10,253 ▼-3.1%1,5870.2%Computer and TechnologyBRK.BBerkshire Hathaway$293,2700.0%6120.2%FinanceVOOVanguard S&P 500 ETF$291,007$13,744 ▼-4.5%4870.2%ETFQQQInvesco QQQ$237,6650.0%4120.1%FinanceINTUIntuit$233,485$22,484 ▼-8.8%5400.1%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$0$398,834 ▼-100.0%00.0%ETFIBMInternational Business Machines$0$316,352 ▼-100.0%00.0%Computer and TechnologyQCOMQualcomm$0$281,035 ▼-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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