Pacific Wealth Strategies Group, Inc.
โขCIK: 1766571โขFiling: Q4 2025
**Pacific Wealth Strategies Group, Inc.** manages $177M across a diversified portfolio of 61 positions. The strategy exhibits a clear tilt toward established mega-cap growth names, evidenced by top holdings including SPY ($25.5M) and NOBL ($19.8M). Significant allocations are maintained in technology leaders such as AAPL ($12.9M), NVDA ($12.2M), and GOOGL ($9.6M). This concentrated exposure suggests a conviction in broad market indices and high-growth, blue-chip technology sectors.
Total AUM
$176.6M
QoQ Performance
+8.4%
Positions
49
Top 10 Concentration
69.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
NOBL
SCHG
AAPL
NVDA
GOOGL
SPY14.4%
NOBL11.2%
SCHG8.2%
AAPL7.3%
NVDA6.9%
GOOGL5.4%
AMZN4.8%
MSFT4.3%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other46.0%
Technology25.3%
ETF14.4%
Consumer5.9%
Healthcare3.7%
Financial3.0%
Utilities0.8%
Industrial0.4%
๐ช Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW3 new positions
โ28 increased
โ17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023