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Maryam Anaya

Pacific Wealth Management

Assets Managed
$185.92M
Holdings
20
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
-13.7%(2Q avg: -2.61%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pacific Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 20 positions.

Assets under management

The assets under management (AUM) of Pacific Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 185.92M in assets, with a quarterly growth rate of -13.7% and a 2-quarter average growth rate of -2.61%. The portfolio is managed by Maryam Anaya, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -12.7%
58.73%
$109.176M
167,876 shares@ $650.34 avg price
EMEQ
Macq Foc Em Equity Etf
Recent Activity
Increased 35.13%
11.98%
$22.272M
493,825 shares@ $45.11 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 5.07%
7.82%
$14.527M
152,209 shares@ $95.45 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 4.37%
7.77%
$14.443M
630,424 shares@ $22.91 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -0.71%
4.5%
$8.363M
38,452 shares@ $217.5 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 0.94%
4.12%
$7.644M
92,380 shares@ $82.75 avg price
INTC
Intel Corp
Recent Activity
Decreased -8.57%
1.52%
$2.824M
64,000 shares@ $44.13 avg price
ABT
Abbott Laboratories
Recent Activity
Decreased -1.67%
1.33%
$2.462M
23,983 shares@ $102.67 avg price
PSLV
Sprott Physical Silver Trust
Recent Activity
Increased 45.3%
0.29%
$532,751
21,843 shares@ $24.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -13.65%
0.27%
$487,784
1,922 shares@ $253.79 avg price

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