Pacific Wealth Management
RIA/Wealth
Pacific Wealth Management is a RIA/Wealth based in San Diego, CA led by Justin Chandler Kuntz, reporting $317.6M in AUM as of Q3 2025 with 91% ETF concentration, 98% concentrated in top 10 holdings, and 63% allocation to SPY.
Managing PartnerJustin Chandler Kuntz
- Portfolio Value
- $198.6M
- Positions
- 23
- Top Holding
- SPY at 62.86%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pacific Wealth Management's portfolio (98% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $124.8M | 62.86% | +$7.3M Bought | — 187.4K shares | |
ETF ETF | $14.8M | 7.47% | -$629.8K Sold | — 305.9K shares | |
ETF ETF | $13.7M | 6.92% | -$1.6M Sold | — 594.7K shares | |
ETF ETF | $13.1M | 6.58% | +$125.9K Bought | — 135.5K shares | |
Drug Manufacturers - General Healthcare | $9.1M | 4.61% | — | 0.00% 39.5K shares | |
ETF ETF | $7.5M | 3.78% | +$9.2K Bought | — 89.2K shares | |
ETF ETF | $5.2M | 2.60% | +$683.1K Bought | — 26.5K shares | |
Medical - Devices Healthcare | $3.4M | 1.72% | — | 0.00% 25.5K shares | |
Semiconductors Technology | $2.4M | 1.20% | — | 0.00% 71.1K shares | |
Consumer Electronics Technology | $566.8K | 0.29% | +$164.5K Bought | 0.00% 2.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pacific Wealth Management's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+40.89% | |
+15.26% | |
+6.23% | |
+0.97% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-16.78% | |
-10.5% |
Analytics
Portfolio insights and performance metrics for Pacific Wealth Management
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