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Manager record

Pacific Wealth Strategies Group, Inc.

Santa Barbara, CA · CIK 1766571 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$174.01MReported 13F valueQ2 2026 · as filed
59Holdings listed
+8.6%vs prior quartervalue change includes market moves
5Quarters on record
Jul 17Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $152.5M$152.5MQ2 202559 holdingsQ3 2025: $163.0M$163.0MQ3 202564 holdingsQ4 2025: $176.6M$176.6MQ4 202561 holdingsQ1 2026: $160.2M$160.2MQ1 202662 holdingsQ2 2026: $174.0M$174.0MQ2 202659 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 17 2026 13F-HR · period Q2 2026

$174.01M · 59 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$160.23M · 62 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$176.64M · 61 holdings listed · View original SEC filing ↗
Nov 05 2025 13F-HR · period Q3 2025

$163.01M · 64 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$152.46M · 59 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 17, 2026 · Change methodology