Pacific Wealth Management: 13F holdings
CIK 18523382026Q2
| Positions | 19 |
|---|---|
| Reported value | $225.5m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 174,694 | $130.5m | 57.8% |
| NOMURA ETF TR | 480,273 | $35.0m | 15.5% |
| GOVT ISHARES TR | 676,479 | $15.4m | 6.8% |
| IEF ISHARES TR | 158,911 | $15.0m | 6.7% |
| ABBV ABBVIE INC | 38,268 | $9.6m | 4.3% |
| VCIT VANGUARD SCOTTSDALE FDS | 98,270 | $8.1m | 3.6% |
| INTC INTEL CORP | 40,524 | $5.7m | 2.5% |
| ABT ABBOTT LABORATORIES | 23,983 | $2.2m | 1.0% |
| AAPL APPLE INC | 2,159 | $624,728 | 0.3% |
| ONTO ONTO INNOVATION INC | 1,287 | $487,065 | 0.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1852338")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.