Pacific Wealth Management
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$185.9M
Holdings
22
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
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
58.7%
02
$EMEQ
NOMURA ETF TR
Held since at least Q1 2024
12.0%
03
$IEF
ISHARES TR
Held since at least Q1 2024
7.8%
04
$GOVT
ISHARES TR
Held since at least Q1 2024
7.8%
05
$ABBV
ABBVIE INC
Held since at least Q1 2024
4.5%
06
$VCIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
4.1%
07
$INTC
INTEL CORP
Held since at least Q1 2024
1.5%
08
$ABT
ABBOTT LABORATORIES
Held since at least Q1 2024
1.3%
09
$PSLV
SPROTT ASSET MANAGEMENT LP
Held since at least Q1 2024
0.3%
10
$AAPL
APPLE INC
Held since at least Q1 2024
0.3%
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 09:28 UTC.