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CIK: 0001698222
Total reported value
$448.2M
$448.2M
475 檔
46.7%
According to the latest 13F quarterly dataset, Pacific Center for Financial Services managed an equity portfolio of $448.2M at the end of Q3 2025, spanning 475 distinct U.S. exchange-listed positions.
Pacific Center for Financial Services executed strategic sector rebalancing during Q3 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 23 positions.
Showing top 200 holdings (of 475 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 14.47% | +1.22% | -1.96% | |
| 2 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 12.77% | -0.61% | +3.46% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.63% | +0.19% | -0.53% | |
| 4 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 7.56% | +0.29% | -0.10% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.90% | -0.04% | +0.58% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 5.78% | -0.51% | -0.62% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.11% | -0.05% | +1.07% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.82% | +0.05% | +1.11% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 3.57% | +0.13% | -0.07% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.33% | -0.27% | +0.92% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.15% | — | -0.11% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.96% | — | -0.77% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.26% | -0.07% | +2.63% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.08% | -1.71% | |
| 15 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.07% | -0.09% | -0.35% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | +0.01% | — | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | — | +2.95% | |
| 18 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.68% | — | +1.26% | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.67% | +0.03% | +10.08% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.05% | -1.19% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.25% | -0.58% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.02% | +5.70% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.01% | -0.44% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.39% | +0.03% | +5.15% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.38% | -0.03% | — | |
| 26 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.33% | +0.18% | +22.09% | |
| 27 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.32% | -0.06% | +0.10% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.04% | +0.02% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | +0.03% | -2.16% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.30% | -0.08% | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | — | -0.43% | |
| 32 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.28% | +0.05% | +0.04% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | -2.32% | |
| 34 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.26% | — | -4.87% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.26% | +0.01% | +0.72% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.25% | -0.02% | -16.73% | |
| 37 | T | At&t Inc | Stock-Comm Services | 0.25% | -0.10% | -1.17% | |
| 38 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.24% | -0.04% | +13.37% | |
| 39 | IDV | Ishares International Select | ETF-Other | 0.23% | -0.01% | +49.82% | |
| 40 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.23% | +0.01% | -3.75% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.04% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.02% | — | |
| 43 | VHT | Vanguard Health Care ETF | ETF-Other | 0.22% | -0.01% | -2.33% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.19% | -0.01% | -4.16% | |
| 45 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.19% | -0.03% | +14.36% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.18% | +0.01% | — | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.01% | — | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.06% | +0.04% | |
| 49 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.15% | — | +1.14% | |
| 50 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.15% | -0.03% | -1.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +2.4% | -1.96% | Trim |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +1.4% | -0.53% | Trim |
| 3 | SMLF | Ishares US Smallcap Equity F | +0.9% | -0.10% | Trim |
| 4 | MGK | Vanguard Mega Cap Growth ETF | +0.7% | -0.07% | Trim |
| 5 | VO | Vanguard Mid-cap ETF | +0.6% | +0.58% | Trim |
| 6 | NVDA | Nvidia CORP | +0.4% | — | Add |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +1.11% | Trim |
| 8 | AAPL | Apple Inc | +0.2% | -0.11% | Trim |
| 9 | MSFT | Microsoft CORP | +0.2% | -1.19% | Trim |
| 10 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +2.63% | Add |
| 11 | VXF | Vanguard Extended Market ETF | +0.1% | +10.08% | Add |
| 12 | SOXX | Ishares Semiconductor ETF | +0.1% | +22.09% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.95% | Add |
| 14 | MDY | State Street Spdr S&p Midcap | +0.1% | -0.77% | Trim |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.70% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -2.16% | Trim |
| 17 | IDV | Ishares International Select | +0.1% | +49.82% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 19 | VXUS | Vanguard Total Intl Stock | +0.1% | +5.15% | Add |
| 20 | GLD | Spdr Gold Shares | +0.1% | — | Add |
| 21 | ETN | Eaton Corporation plc | +0.1% | — | Unchanged |
| 22 | GE | General Electric | +0.1% | +0.06% | Add |
| 23 | JPM | Jpmorgan Chase & Co | 0% | -2.32% | Trim |
| 24 | RPG | Invesco S&p 500 Pure Growth | 0% | +0.04% | Trim |
| 25 | ASML | ASML Holding N.V. | 0% | -1.70% | Trim |
| 26 | ORCL | Oracle CORP | 0% | -3.80% | Trim |
| 27 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 28 | AMZN | Amazon.com Inc | 0% | -0.43% | Add |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +0.53% | Add |
| 30 | C | Citigroup Inc | 0% | — | Unchanged |
| 31 | VLO | Valero Energy CORP | 0% | — | Unchanged |
| 32 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | 0% | -3.75% | Trim |
| 33 | KMI | Kinder Morgan, Inc. | 0% | +13.37% | Add |
| 34 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 35 | CAT | Caterpillar Inc | 0% | +0.29% | Add |
| 36 | ICSH | Ishares Ultra Short Duration | 0% | +14.36% | Add |
| 37 | SUSA | Ishares Esg Optimized Msci U | 0% | +0.07% | Add |
| 38 | CPRT | Copart Inc | 0% | — | Unchanged |
| 39 | T | At&t Inc | 0% | -1.17% | Trim |
| 40 | V | Visa Inc-class A Shares | 0% | -0.44% | Trim |
| 41 | PG | Procter & Gamble Co/the | -0.1% | +0.02% | Trim |
| 42 | XMHQ | Invesco S&p Midcap Qual ETF | -0.1% | -4.87% | Trim |
| 43 | VUSB | Vanguard Ultra Short Bond Et | -0.1% | +3.46% | Add |
| 44 | CVX | Chevron CORP | -0.1% | -0.58% | Trim |
| 45 | VNQ | Vanguard Real Estate ETF | -0.1% | +1.07% | Add |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -1.71% | Trim |
| 47 | USMV | Ishares Msci USA Min Vol Fac | -0.2% | -0.62% | Trim |
| 48 | JEPI | Jpmorgan Equity Premium Inco | -7.9% | +0.92% | Trim |
| 49 | KVUE | Kenvue Inc | — | NEW | New buy |
| 50 | UDN | Invesco Db US Dollar Index B | — | EXIT | Sold out |
According to official SEC Form 13F filings, Pacific Center for Financial Services reported a total U.S. public equity portfolio value of $448.2M across 475 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 QQQ, VUSB, VTI) accounted for 46.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
KVUE
市值: $99.9K
Top Position Liquidated / Trimmed
UDN
前期市值: $94.2K
During Q3 2025, Pacific Center for Financial Services's top holdings by market value included QQQ (14.5%)、VUSB (12.8%)、VTI (11.6%). The largest single position, QQQ, represented 14.5% of total portfolio value.
In Q3 2025, Pacific Center for Financial Services made 43 total portfolio adjustments, initiating 1 new buys, adding to 18 positions, trimming 23 holdings, and fully liquidating 1 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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