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CIK: 0001810089
Total reported value
$839.3M
$839.3M
526 檔
23.6%
In Q1 2025, First Pacific Financial's U.S. equity holdings reached a combined market value of $839.3M, distributed across 526 disclosed stock positions.
In Q1 2025, First Pacific Financial displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 526 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 15.65% | -0.57% | — | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 7.34% | +0.51% | -1.63% | |
| 3 | DFAW | Dimensional World Eqty ETF | ETF-Other | 6.74% | +1.00% | +10.88% | |
| 4 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 5.52% | +0.11% | +0.95% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.93% | -0.09% | +3.23% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.77% | -0.01% | EXIT | |
| 7 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 4.72% | -3.56% | +3.08% | |
| 8 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 4.63% | +0.34% | +1.84% | |
| 9 | GMF | State Street Spdr S&p Emergi | ETF-Other | 4.02% | +0.30% | +7.23% | |
| 10 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 2.70% | +0.05% | +0.99% | |
| 11 | CVMC | Calvert US Mcap Core Resp | ETF-Other | 2.17% | +0.26% | +7.17% | |
| 12 | EMSF | Matthews Em Sustainable | ETF-Other | 2.14% | +0.33% | +4.09% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.08% | +0.01% | -65.29% | |
| 14 | CVSB | Calvert Ult-shrt Inv Grd ETF | ETF-Other | 1.96% | — | +722.89% | |
| 15 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 1.89% | +0.08% | +1.94% | |
| 16 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.60% | — | -3.75% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | +0.27% | -2.33% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.90% | +0.07% | -8.81% | |
| 19 | DFIS | Dimensional International Sm | ETF-Other | 0.83% | +0.10% | +23.47% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.81% | +0.02% | +1.44% | |
| 21 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.73% | -0.01% | +6.15% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.66% | +0.16% | +4.92% | |
| 23 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.64% | +0.02% | -10.61% | |
| 24 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.61% | +0.06% | -3.79% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.04% | -2.51% | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.53% | +0.01% | -0.39% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.47% | -0.03% | +12.61% | |
| 28 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.42% | +0.02% | -8.09% | |
| 29 | CGDV | Cap Group Dividend Value | ETF-Other | 0.42% | +0.21% | +27.36% | |
| 30 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.38% | — | -6.18% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | -0.02% | +1.24% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.32% | -0.04% | -11.81% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.32% | — | — | |
| 34 | ETHO | Amplify Etho Climate Leaders | ETF-Other | 0.31% | — | -9.93% | |
| 35 | WM | Waste Management Inc | Stock-Industrials | 0.31% | -0.02% | -12.41% | |
| 36 | GRMN | Garmin Ltd. | Stock-Tech | 0.29% | -0.02% | -13.54% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.27% | -0.15% | -21.24% | |
| 38 | ECL | Ecolab Inc | Stock-Materials | 0.27% | -0.01% | -11.63% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.26% | -0.01% | -12.26% | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.25% | +0.10% | -15.20% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.02% | -9.86% | |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.23% | -0.01% | -1.69% | |
| 43 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.22% | — | -13.61% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.22% | — | +8.44% | |
| 45 | PH | Parker Hannifin CORP | Stock-Industrials | 0.22% | -0.01% | -15.35% | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.22% | -0.01% | -17.81% | |
| 47 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.22% | -0.01% | -12.82% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.22% | — | -12.53% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.21% | -0.02% | +155.73% | |
| 50 | CMI | Cummins Inc | Stock-Industrials | 0.21% | +0.03% | -14.90% |
According to official SEC Form 13F filings, First Pacific Financial reported a total U.S. public equity portfolio value of $839.3M across 526 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JCPB, VUG, DFAW) accounted for 23.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
JCPB
市值: $77.1M
During Q1 2025, First Pacific Financial's top holdings by market value included JCPB (15.7%)、VUG (7.3%)、DFAW (6.7%). The largest single position, JCPB, represented 15.7% of total portfolio value.
In Q1 2025, First Pacific Financial made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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