StockDriftsStockDriftsTop 50 Pacific Wealth Strategies Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 19.14% | 984.1K | $33.3M | +53.05%(+341.10K) | $28.82(+23.61%) | 2026-06-30 | |
| NOBL | PROSHARES TR | 13.43% | 416.0K | $23.4M | +6.02%(+23.63K) | $43.90(+32.90%) | 2026-06-30 | |
| CHY | CALAMOS CONV & HIGH INCOME F | 3.46% | 441.8K | $6.0M | -19.11%(-104.41K) | $11.50(+17.40%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.43% | 16.7K | $6.0M | -38.94%(-10.64K) | $98.01(+251.71%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.32% | 24.2K | $5.8M | -19.37%(-5.82K) | $106.67(+146.11%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.08% | 18.5K | $5.4M | -51.63%(-19.77K) | $118.90(+156.83%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.04% | 14.2K | $5.3M | -11.64%(-1.87K) | $238.54(+103.77%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.02% | 26.3K | $5.3M | -26.03%(-9.25K) | $37.85(+497.29%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.39% | 5.6K | $4.2M | -77.68%(-19.42K) | $583.34(+32.92%) | 2026-06-30 | |
| CALF | PACER FDS TR | 2.27% | 78.0K | $3.9M | +274.56%(+57.19K) | $46.60(+20.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.20% | +60.98% | +9.70% | +58.89% |
| Top 20 Holdings Unweighted | +14.77% | +51.16% | +7.79% | +45.51% |
Pacific Wealth Strategies Group, Inc. reports $174.01M in US-listed equity holdings across 59 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (19.1%), NOBL (13.4%) and CHY (3.5%). The top 20 holdings account for 76.97% of reported assets. Its disclosed equity book has returned +60.98% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pacific Wealth Strategies Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1766571). View Pacific Wealth Strategies Group, Inc.’s 13F filings on SEC