Pacific Wealth Management

**Pacific Wealth Management** manages $215M across 22 distinct positions, exhibiting a core allocation to broad market indices. The portfolio is heavily weighted toward equity exposure, notably holding SPY at $131.1M, representing over 61% of reported assets. Diversification is maintained through significant allocations to fixed income vehicles such as IEF ($13.9M) and GOVT ($13.9M). Notable secondary holdings include QLTA ($15.2M) and EMEQ ($14.7M), suggesting a balanced approach across US equities, international markets, and fixed income.

📌 Top Holdings