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Erin J Neil

Pacific Wealth Strategies Group, Inc.

Assets Managed
$174.01M
Holdings
59
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
8.6%(2Q avg: -0.34%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Pacific Wealth Strategies Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Pacific Wealth Strategies Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 174.01M in assets, with a quarterly growth rate of 8.6% and a 2-quarter average growth rate of -0.34%. The portfolio is managed by Erin J Neil, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 53.05%
19.14%
$33.302M
984,089 shares@ $33.85 avg price
NOBL
Proshares S&p 500 Dividend A
Recent Activity
Increased 112.05%
13.43%
$23.362M
415,994 shares@ $56.16 avg price
XCHYX
Calamos Convert & High Inc
Recent Activity
Decreased -19.11%
3.46%
$6.018M
441,823 shares@ $13.62 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -38.94%
3.43%
$5.963M
16,686 shares@ $357.37 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -19.37%
3.33%
$5.778M
24,242 shares@ $238.34 avg price
AAPL
Apple Inc
Recent Activity
Decreased -51.62%
3.08%
$5.359M
18,521 shares@ $289.37 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -11.63%
3.04%
$5.287M
14,173 shares@ $373.03 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -26.02%
3.03%
$5.259M
26,285 shares@ $200.1 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -77.67%
2.4%
$4.167M
5,580 shares@ $746.78 avg price
CALF
Pacer Us Small Cap Cash Cows
Recent Activity
Increased 274.56%
2.27%
$3.948M
78,017 shares@ $50.61 avg price

1-10 of 59