Pacific Wealth Strategies Group, Inc. has disclosed its latest investment holdings in a recent 13F-HR filing, reporting a total of $184.6 million as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and highlights its positions in various sectors.

The report shows that Pacific Wealth Strategies has made substantial investments in prominent companies, including Apple Inc., Amazon.com Inc., and Alphabet Inc. This reflects the firm's focus on technology and healthcare sectors, which are currently trending in the investment management industry.

Background

Pacific Wealth Strategies Group, Inc. is a California-based investment management firm. The company is registered under the Central Index Key (CIK) number 0001766571. It primarily operates in the investment management sector, focusing on managing assets for clients. The firm has been active in filing various reports with the SEC, including its recent filings such as the 13F-HR on November 2, 2026, and previous filings on July 17, 2026, and May 7, 2026.

What the Filing Says

The 13F-HR filing reveals that Pacific Wealth Strategies Group holds a total of 56 different securities, with a reported value of $184,596,911. The filing is signed by Erin J. Neil, the President and Chief Compliance Officer of the firm. The report indicates that the firm has sole investment discretion over its holdings, meaning it has full control over the investment decisions regarding these securities.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors in the investment management industry. By revealing its significant positions in major companies, Pacific Wealth Strategies provides insights into its investment philosophy and market outlook. This could influence how other firms approach their investment strategies and asset allocations.

What's Next

The filing does not specify what actions will follow this report. However, it is expected that Pacific Wealth Strategies Group will continue to monitor its investments and make adjustments as necessary based on market conditions and performance.

Source: SEC Filing, Accession Number 0001766571-26-000006