Pacific Center for Financial Services
CIK: 0001698222Latest portfolio: $392.1M · Q4 2025
Holdings
475
Total Value
$392.1M
New Positions
0
Closed Positions
0
Top Holdings
View All 475 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NDQINVESCO QQQ TR | 94,535 | $56.8M | 14.47% | — | |
| 2 | VUSBVANGUARD BD INDEX FDS | 1,001,837 | $50.1M | 12.77% | — | |
| 3 | VTIVANGUARD INDEX FDS | 138,943 | $45.6M | 11.63% | — | |
| 4 | SMLFISHARES TR | 398,719 | $29.6M | 7.56% | — | |
| 5 | VOVANGUARD INDEX FDS | 92,087 | $27.0M | 6.90% | — | |
| 6 | USMVISHARES TR | 238,345 | $22.7M | 5.78% | — | |
| 7 | VNQVANGUARD INDEX FDS | 176,087 | $16.1M | 4.11% | — | |
| 8 | IJHISHARES TR | 229,635 | $15.0M | 3.82% | — | |
| 9 | MGKVANGUARD WORLD FD | 34,825 | $14.0M | 3.57% | — | |
| 10 | JEPIJ P MORGAN EXCHANGE TRADED F | 160,328 | $9.2M | 2.33% | — | |
| 11 | AAPLAPPLE INC | 33,109 | $8.4M | 2.15% | — | |
| 12 | MDYSPDR S&P MIDCAP 400 ETF TR | 12,910 | $7.7M | 1.96% | — | |
| 13 | VYMVANGUARD WHITEHALL FDS | 34,930 | $4.9M | 1.26% | — | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,524 | $4.3M | 1.09% | — | |
| 15 | SPLVINVESCO EXCH TRADED FD TR II | 57,275 | $4.2M | 1.07% | — | |
| 16 | NVDANVIDIA CORPORATION | 19,166 | $3.6M | 0.91% | — | |
| 17 | SPYSPDR S&P 500 ETF TR | 4,917 | $3.3M | 0.84% | — | |
| 18 | XLRESELECT SECTOR SPDR TR | 63,560 | $2.7M | 0.68% | — | |
| 19 | VXFVANGUARD INDEX FDS | 12,500 | $2.6M | 0.67% | — | |
| 20 | MSFTMICROSOFT CORP | 4,813 | $2.5M | 0.64% | — | |
| 21 | CVXCHEVRON CORP NEW | 13,946 | $2.2M | 0.55% | — | |
| 22 | VOOVANGUARD INDEX FDS | 3,078 | $1.9M | 0.48% | — | |
| 23 | VVISA INC | 5,025 | $1.7M | 0.44% | — | |
| 24 | VXUSVANGUARD STAR FDS | 20,940 | $1.5M | 0.39% | — | |
| 25 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 0.38% | — |
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($8.429357424935583e+82T)
Industrials0.0% ($7.005363473292952e+74T)
Consumer Cyclical0.0% ($1.1272692381581142e+62T)
Unknown0.0% ($5.6755428515081194e+60T)
Healthcare0.0% ($2.902852111691241e+53T)
Communication Services0.0% ($1.2549648566484985e+32T)
Consumer Defensive0.0% ($1.2638783591961392e+26T)
Utilities0.0% ($3.67205201130716e+21T)
Real Estate0.0% ($97513525231818145792.0T)
Energy0.0% ($21659226204525146112.0T)
Basic Materials0.0% ($23413.6T)
Filing History
Fund Information
Pacific Center for Financial Services 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 $392.1M across 475 holdings. The largest position is INVESCO QQQ TR (NDQ), representing 14.5% of the portfolio. Compared to the previous quarter, the fund opened 0 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.