Pacific Wealth Strategies Group, Inc.
Pacific Wealth Strategies Group, Inc. is an independent, SEC-registered investment advisory firm headquartered in Santa Barbara, California. Serving primarily individual investors, high net worth individuals, and pension plans, the firm operates with a small team of approximately 3 employees. PWSG focuses on comprehensive wealth management, investment advisory, and financial planning services. The firm is led by experienced professionals including Jeffrey D. Brookshire, CFP®, who has been with the company since at least 2007 in various leadership roles. Their client base is mainly in the U.S., with an asset base dedicated to both discretionary and non-discretionary management.
Investment Strategy
The firm provides personalized investment advisory and wealth management services, emphasizing a diversified portfolio approach tailored to client objectives, investment timelines, and risk tolerance. Pacific Wealth Strategies Group, Inc. invests primarily in equities, fixed income, and mutual funds, maintaining a mix across sectors and asset classes. The firm's typical clients include high-net-worth individuals and pension plans, with the majority of assets under discretionary management. The investment philosophy centers on tailored financial advice, long-term asset growth, and risk management aligned with each client's financial goals.
Top Holdings
Equity Positions (59)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 14.53% | $22.2M | 35,052 | $607.40 | $617.85 | +$21.4M |
N NOBL | PROSHARES TR | 12.03% | $18.3M | 180,286 | $84.79 | $100.70 | +$3.8M |
N NVDA | NVIDIA CORPORATION | 7.82% | $11.9M | 67,014 | $39.11 | $157.99 | +$5.4M |
P PKW | INVESCO EXCHANGE TRADED FD T | 6.69% | $10.2M | 81,647 | $78.22 | $123.60 | -$2.7M |
A AAPL | APPLE INC | 6.02% | $9.2M | 44,200 | $113.90 | $205.17 | +$605.8K |