Pacific Wealth Strategies Group, Inc.
CIK
1766571
City
SANTA BARBARA
State / Country
CA
Top Portfolio Positions
37 positions ·
$83,649,844 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
24,996 | $16,255,898 | 19.43% | |
| AAPL |
Apple Inc.
Technology
|
38,288 | $9,717,111 | 11.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,328 | $7,858,439 | 9.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
30,066 | $6,261,845 | 7.49% | |
| NVDA |
Nvidia Corp
Technology
|
35,533 | $6,196,955 | 7.41% | |
| CHY |
Calamos Convertible & High Income Fund
Financial Services
|
546,229 | $5,948,433 | 7.11% | |
| MSFT |
Microsoft Corp
Technology
|
16,040 | $5,937,526 | 7.10% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,761 | $4,379,024 | 5.23% | |
| OHI |
Omega Healthcare Investors Inc
Real Estate
|
71,387 | $3,128,178 | 3.74% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
2,389 | $2,021,070 | 2.42% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VCV
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $696,170 | 66,683 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $742,181 | 66,683 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $706,172 | 66,683 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $691,502 | 66,683 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $860,693 | 81,121 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $889,804 | 81,335 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $858,393 | 78,824 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $826,253 | 79,295 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $670,507 | 67,320 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $612,206 | 62,470 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $490,541 | 58,190 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $827,233 | 86,350 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $891,603 | 87,670 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $833,955 | 87,970 | Shares | Sole | 2023-01-11 | |
| 2022-06-30 | $314,540 | 29,786 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $825,991 | 74,548 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,036,962 | 74,548 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,028,762 | 74,548 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,057,507 | 76,025 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $972,359 | 76,025 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $614,890 | 46,477 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $580,497 | 46,477 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $591,907 | 50,677 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $574,170 | 50,677 | Shares | Sole | 2020-04-13 | |
| No 13F history on record for this holder in this stock. | ||||||