First Pacific Financial

CIK: 0001810089Latest portfolio: $765.8M · Q4 2025

Holdings

487

Total Value

$765.8M

New Positions

483

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
JCPBJ P MORGAN EXCHANGE TRADED F
1,925,157$91.2M11.90%NEW
2
FLXRTCW ETF TRUST
2,175,863$86.2M11.25%NEW
3
DFAWDIMENSIONAL ETF TRUST
815,807$60.4M7.88%NEW
4
VUGVANGUARD INDEX FDS
95,394$46.5M6.08%NEW
5
MDYVSPDR SERIES TRUST
369,750$31.3M4.09%NEW
6
EFAISHARES TR
299,748$28.8M3.76%NEW
7
FNDASCHWAB STRATEGIC TR
892,877$28.1M3.67%NEW
8
NUBDNUSHARES ETF TR
1,189,868$26.6M3.47%NEW
9
GMFSPDR INDEX SHS FDS
175,903$24.4M3.19%NEW
10
CVMCMORGAN STANLEY ETF TRUST
242,692$15.6M2.03%NEW
11
VGSRMANAGER DIRECTED PORTFOLIOS
1,486,334$15.5M2.02%NEW
12
MATTHEWS INTL FDS
480,235$13.6M1.78%NEW
13
OEFISHARES TR
35,421$12.1M1.59%NEW
14
NUSCNUSHARES ETF TR
265,387$11.8M1.55%NEW
15
MSFTMICROSOFT CORP
20,585$10.0M1.30%NEW
16
JPMJPMORGAN CHASE & CO.
26,156$8.4M1.10%NEW
17
BKBANK NEW YORK MELLON CORP
60,835$7.1M0.92%NEW
18
ABBVABBVIE INC
29,509$6.7M0.88%NEW
19
DFISDIMENSIONAL ETF TRUST
202,913$6.7M0.87%NEW
20
IBMINTERNATIONAL BUSINESS MACHS
21,813$6.5M0.84%NEW
21
VCITVANGUARD SCOTTSDALE FDS
74,393$6.2M0.81%NEW
22
CSCOCISCO SYS INC
79,275$6.1M0.80%NEW
23
TRVTRAVELERS COMPANIES INC
20,352$5.9M0.77%NEW
24
WELLWELLTOWER INC
31,300$5.8M0.76%NEW
25
CGDGCAPITAL GROUP DIVIDEND VALUE
130,357$5.7M0.74%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($9.955646161064684e+133T)
Industrials0.0% ($5.4034192270213184e+104T)
Healthcare0.0% ($6.742487647284232e+68T)
Unknown0.0% ($1.362055244128151e+58T)
Consumer Cyclical0.0% ($1.4651112613516448e+48T)
Consumer Defensive0.0% ($4.2633895341984074e+30T)
Utilities0.0% ($3.9141567902798575e+27T)
Real Estate0.0% ($58093054951622434816.0T)
Energy0.0% ($3365256750613743104.0T)
Communication Services0.0% ($2269180385346089728.0T)
Basic Materials0.0% ($1159841725.4T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 16, 2026$765.8M487
Q3 2025Oct 21, 2025$719.8B0
Q2 2025Jul 18, 2025$678.4B474
Q1 2025Apr 23, 2025$492.8B526

Fund Information

CIK0001810089
Most Recent FilingJan 16, 2026
Number of Filings4

First Pacific Financial is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $765.8M across 487 holdings. The largest position is J P MORGAN EXCHANGE TRADED F (JCPB), representing 11.9% of the portfolio. Compared to the previous quarter, the fund opened 487 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.