Pacific Wealth Strategies Group, Inc.
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$160.2M
Holdings
62
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NOBL
PROSHARES TR
Held since at least Q1 2024
13.0%
02
$SCHG
SCHWAB STRATEGIC TR
Held since at least Q1 2024
11.7%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +0.9% (31.1k → 31.4k shares)
10.1%
04
$AAPL
APPLE INC
Q1 2026: Sold 1.6% (95.0k → 93.5k shares)
6.1%
05
$GOOGL
ALPHABET INC
Q1 2026: Sold 1.2% (52.8k → 52.2k shares)
4.9%
06
$AMZN
AMAZON COM INC
Q1 2026: Increased +12.6% (49.2k → 55.4k shares)
3.9%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +4.7% (80.6k → 84.4k shares)
3.9%
08
$CHY
CALAMOS CONV & HIGH INCOME F
Held since at least Q1 2024
3.7%
09
$MSFT
MICROSOFT CORP
Q1 2026: Increased +3.8% (55.1k → 57.1k shares)
3.7%
10
$LLY
ELI LILLY & CO
Q1 2026: Sold 2.3% (6.4k → 6.2k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 19:45 UTC.