Pacific Wealth Strategies Group, Inc. Top Holdings and 13F Report (2026) About Pacific Wealth Strategies Group, Inc.Investment ActivityPacific Wealth Strategies Group, Inc. has $160.23 million in total holdings as of March 31, 2026.Pacific Wealth Strategies Group, Inc. owns shares of 62 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 9.06% of the portfolio was purchased this quarter.About 13.68% of the portfolio was sold this quarter.This quarter, Pacific Wealth Strategies Group, Inc. has purchased 61 new stocks and bought additional shares in 24 stocks.Pacific Wealth Strategies Group, Inc. sold shares of 18 stocks and completely divested from 4 stocks this quarter.Largest Holdings ProShares S&P 500 Aristocrats ETF $20,797,466Schwab U.S. Large-Cap Growth ETF $18,730,415SPDR S&P 500 ETF Trust $16,255,899Apple $9,717,106Alphabet $7,858,440 Largest New Holdings this Quarter 69374H857 - Pacer US Small Cap Cash Cows ETF $934,597 Holding69374H873 - Pacer Developed Markets International Cash Cows 100 ETF $695,210 Holding47103U209 - Small/Mid Cap Growth Alpha ETF $274,234 Holding46138J460 - Invesco BulletShares 2030 Corporate Bond ETF $167,191 Holding880192109 - Templeton Emerging Markets Income Fund $96,160 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 201,216 shares (about $5.86M)AMPLIFY ETF TR 15,655 shares (about $1.18M)Pacer US Small Cap Cash Cows ETF 20,829 shares (about $934.60K)Pacer Developed Markets International Cash Cows 100 ETF 16,381 shares (about $695.21K)Invesco BulletShares 2029 Corporate Bond ETF 31,929 shares (about $595.81K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 12,419 shares (about $8.08M)NVIDIA 29,834 shares (about $5.20M)Apple 9,184 shares (about $2.33M)Amazon.com 6,292 shares (about $1.31M)Vanguard Total Bond Market ETF 15,194 shares (about $1.12M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPacific Wealth Strategies Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNOBLProShares S&P 500 Aristocrats ETF$20,797,466$594,186 ▲2.9%196,18413.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$18,730,415$5,861,422 ▲45.5%642,99411.7%ETFSPYSPDR S&P 500 ETF Trust$16,255,899$8,076,573 ▼-33.2%24,99610.1%FinanceAAPLApple$9,717,106$2,330,806 ▼-19.3%38,2886.1%Computer and TechnologyGOOGLAlphabet$7,858,440$960,450 ▼-10.9%27,3284.9%Computer and TechnologyAMZNAmazon.com$6,261,801$1,310,425 ▼-17.3%30,0663.9%Retail/WholesaleNVDANVIDIA$6,196,955$5,203,049 ▼-45.6%35,5333.9%Computer and TechnologyCHYCalamos Convertible and High Income Fund$5,948,434$368,877 ▼-5.8%546,2293.7%Financial ServicesMSFTMicrosoft$5,937,522$79,957 ▲1.4%16,0403.7%Computer and TechnologyLLYEli Lilly and Company$4,379,025$850,787 ▼-16.3%4,7612.7%MedicalBSCQInvesco BulletShares 2026 Corporate Bond ETF$3,265,436$234,282 ▲7.7%167,2012.0%ETFOHIOmega Healthcare Investors$3,128,178$53,636 ▲1.7%71,3872.0%FinanceBSCRInvesco BulletShares 2027 Corporate Bond ETF$3,099,494$167,892 ▲5.7%157,9361.9%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$3,091,151$180,835 ▲6.2%133,3831.9%ETFBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$2,935,071$336,705 ▲13.0%131,2351.8%ETFPKWInvesco BuyBack Achievers ETF$2,690,084$99,224 ▼-3.6%20,4961.7%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$2,587,451$581,075 ▲29.0%126,6931.6%ETFBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$2,577,848$559,300 ▲27.7%118,8771.6%ManufacturingBSCTInvesco BulletShares 2029 Corporate Bond ETF$2,140,609$595,808 ▲38.6%114,7141.3%ETFGSThe Goldman Sachs Group$2,021,070$29,610 ▲1.5%2,3891.3%FinanceAMPLIFY ETF TR$2,002,125$1,175,534 ▲142.2%26,6631.2%AMPLIFY CYBERSECCVXChevron$1,749,960$192,210 ▼-9.9%8,4581.1%EnergyGOOGAlphabet$1,717,725$114,744 ▼-6.3%5,9881.1%Computer and TechnologyBSJTInvesco BulletShares 2029 High Yield Corporate Bond ETF$1,604,697$464,327 ▲40.7%76,2871.0%ETFVVisa$1,579,019$50,780 ▲3.3%5,2241.0%Business ServicesSOSouthern$1,552,621$63,993 ▼-4.0%16,0861.0%UtilitiesSCHDSchwab US Dividend Equity ETF$1,522,495$59,673 ▼-3.8%49,6251.0%ETFXLVHealth Care Select Sector SPDR Fund$1,375,788$41,344 ▼-2.9%9,3840.9%ETFHDHome Depot$1,190,550$351,903 ▲42.0%3,6200.7%Retail/WholesaleCRWDCrowdStrike$1,183,333$60,514 ▲5.4%3,0310.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,177,0800.0%3,4830.7%Computer and TechnologyWALMART INC$1,166,616$264,343 ▲29.3%9,3870.7%COMCALFPacer US Small Cap Cash Cows ETF$934,597$934,597 ▲New Holding20,8290.6%ETFXLKTechnology Select Sector SPDR Fund$895,4800.0%6,7380.6%ETFBARRICK MNG CORP$853,164$163,976 ▲23.8%20,9160.5%COM SHSBRK.ABerkshire Hathaway$718,1400.0%10.4%FinanceVCVInv Vk Ca Valu$696,1710.0%66,6830.4%FinanceICOWPacer Developed Markets International Cash Cows 100 ETF$695,210$695,210 ▲New Holding16,3810.4%ETFNACNuveen California Quality Municipal Income Fund$674,7100.0%57,9150.4%Financial ServicesBNDVanguard Total Bond Market ETF$671,818$1,118,887 ▼-62.5%9,1230.4%ETFABBVAbbVie$663,562$236,194 ▲55.3%3,0510.4%MedicalRIETHoya Capital High Dividend Yield ETF$510,084$8,990 ▼-1.7%56,7390.3%ETFBANK AMERICA CORP$442,0690.0%3710.3%7.25%CNV PFD LQQQInvesco QQQ$432,885$57,718 ▲15.4%7500.3%FinanceNOWServiceNow$424,996$201,782 ▲90.4%4,0650.3%Computer and TechnologyNETCloudflare$412,6800.0%2,0000.3%Computer and TechnologyLMTLockheed Martin$398,897$12,692 ▼-3.1%6600.2%AerospaceNFLXNetflix$350,9480.0%3,6500.2%Consumer DiscretionaryGEGE Aerospace$348,373$284 ▲0.1%1,2280.2%AerospaceXOMExxonMobil$339,3200.0%2,0000.2%EnergyNUVEEN CALIF AMT FREE MUNI I$333,2000.0%28,0000.2%COMBACBank of America$330,4760.0%6,7790.2%FinanceJSMDSmall/Mid Cap Growth Alpha ETF$274,234$274,234 ▲New Holding3,4560.2%ManufacturingBRK.BBerkshire Hathaway$262,602$71,880 ▼-21.5%5480.2%FinanceDVYiShares Select Dividend ETF$246,4950.0%1,6280.2%ETFAVGOBroadcom$238,323$38,689 ▼-14.0%7700.1%Computer and TechnologyBSCUInvesco BulletShares 2030 Corporate Bond ETF$167,191$167,191 ▲New Holding10,0000.1%ManufacturingJPCNuveen Preferred & Income Opportunities Fund$150,800$52,780 ▲53.8%20,0000.1%Financial ServicesBOEBlackRock Enhanced Global Dividend Trust$109,6000.0%10,0000.1%Financial ServicesTEITempleton Emerging Markets Income Fund$96,160$96,160 ▲New Holding16,0000.1%Financial ServicesNNYNuveen New York Municipal Valu$83,5000.0%10,0000.1%FinanceMNKDMannKind$33,3200.0%13,6000.0%MedicalTSLATesla$0$344,486 ▼-100.0%00.0%Auto/Tires/TrucksDISWalt Disney$0$223,056 ▼-100.0%00.0%Consumer DiscretionaryTTDTrade Desk$0$215,803 ▼-100.0%00.0%Computer and TechnologySNOWSnowflake$0$206,198 ▼-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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