Pacific Wealth Management

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
San Diego, CA
CIK
0001852338
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 24 175,283 SPY, QLTA, DGRO, VCIT 13F-HR 4/16/2024 000185233824000002
Q4 2023 24 175,283 SPY, QLTA, DGRO, VCIT 13F-HR 1/31/2024 000185233824000001
Q3 2023 25 152,034 SPY, DGRO, QLTA, SHY 13F-HR 11/1/2023 000185233823000005
Q2 2023 27 153,774 SPY, DGRO, QLTA, SHY 13F-HR 7/17/2023 000185233823000003
Q1 2023 26 155,725 SPY, DGRO, QLTA, SHY 13F-HR 4/10/2023 000185233823000002
Q4 2022 28 136,006 DGRO, SPY, SHY, QLTA 13F-HR 3/8/2023 000185233823000001
Q3 2022 18 112,639 DGRO, SPY, SHY, TLT 13F-HR 10/12/2022 000185233822000004
Q2 2022 15 90,748 DGRO, SPY, IEF, COWZ 13F-HR 7/25/2022 000185233822000003
Q1 2022 16 112,173 SPY, DGRO, QQQ, IEF 13F-HR 4/12/2022 000185233822000002
Q4 2021 13 131,606 SPY, DGRO, QQQ, LQD 13F-HR 1/18/2022 000185233822000001
Q3 2021 8 119,794 SPY, DGRO, AGG, QQQ 13F-HR 10/13/2021 000185233821000004
Q2 2021 9 118,094 SPY, DGRO, AGG, RPV 13F-HR 7/19/2021 000185233821000003
Q1 2021 12 116,104 SPY, DGRO, AGG, RPV 13F-HR 4/15/2021 000185233821000002
Q4 2020 11 156,970 SPY, GSY, AGG, QQQ 13F-HR 3/22/2021 000185233821000001