Portfolio (Quarterly) Guide ↗

Pacific Wealth Management

· CIK 0001852338

13F Portfolio $186M AUM 20 positions Filed May 5, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 6 Added 10 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VGIT	VANGUARD SCOTTSDALE FDS	—	6,655	$399K	0.18%	SOLD
2	IBM	INTERNATIONAL BUSINESS MACHS	Technology	1,068	$316K	0.15%	SOLD
3	QCOM	QUALCOMM INC	Technology	1,643	$281K	0.13%	SOLD

Sector Allocation

Financial Services 87.5%

Healthcare 8.9%

Technology 3.6%