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CIK: 0001698222
Total reported value
$448.2M
$448.2M
513 檔
45.1%
At the close of Q1 2026, Pacific Center for Financial Services disclosed equity holdings valued at approximately $448.2M, spread across 513 reported holdings.
Pacific Center for Financial Services executed strategic sector rebalancing during Q1 2026, establishing 18 new positions while fully exiting 11 holdings and trimming 71 positions.
Showing top 200 holdings (of 513 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 14.19% | -0.61% | +12.17% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 12.72% | +1.22% | -8.06% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.57% | +0.19% | -6.47% | |
| 4 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 7.24% | +0.29% | -5.12% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.57% | -0.04% | -2.11% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.31% | +0.03% | +1440.83% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 5.43% | -0.51% | -3.07% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.70% | +0.05% | -5.88% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 3.17% | +0.13% | -2.29% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.22% | -0.27% | -3.53% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.07% | — | -2.82% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.93% | — | -4.31% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.86% | +0.35% | +3433.16% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.32% | -0.07% | +0.95% | |
| 15 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.94% | -0.09% | -11.23% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.08% | -14.77% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 0.85% | -0.25% | +16.77% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.79% | -0.05% | -80.09% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | +0.01% | -11.36% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.67% | +0.03% | +2.11% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | — | -22.84% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.05% | -0.19% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.02% | -5.62% | |
| 24 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.40% | +0.18% | +0.51% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.36% | -0.03% | — | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.03% | -3.51% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.34% | -0.08% | -6.82% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.04% | +7.94% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | -0.01% | -17.33% | |
| 30 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.29% | -0.06% | +0.01% | |
| 31 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.28% | +0.05% | +0.02% | |
| 32 | T | At&t Inc | Stock-Comm Services | 0.26% | -0.10% | +2.51% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.02% | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | — | -6.95% | |
| 35 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.25% | -0.04% | -10.68% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.06% | -1.27% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | — | -4.93% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.04% | -3.58% | |
| 39 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.23% | +0.01% | -2.43% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-Other | 0.22% | -0.01% | -0.64% | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.22% | -0.02% | -7.11% | |
| 42 | IDV | Ishares International Select | ETF-Other | 0.22% | -0.01% | -18.64% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.21% | +0.01% | -20.65% | |
| 44 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.18% | — | -28.99% | |
| 45 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.18% | -0.03% | -5.41% | |
| 46 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 0.17% | -0.02% | +57.56% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.17% | -0.01% | -15.59% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.17% | +0.01% | +0.53% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-Other | 0.17% | -0.02% | +26.65% | |
| 50 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.17% | -0.03% | +1.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +5.9% | +1440.83% | Add |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | +1.8% | +3433.16% | Add |
| 3 | VUSB | Vanguard Ultra Short Bond Et | +1.4% | +12.17% | Add |
| 4 | CVX | Chevron CORP | +0.3% | +16.77% | Add |
| 5 | AMJB | Alerian Mlp Etn2044 | +0.1% | +57.56% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.1% | -1.27% | Trim |
| 7 | SOXX | Ishares Semiconductor ETF | +0.1% | +0.51% | Add |
| 8 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +0.95% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | +9.86% | Add |
| 10 | VLO | Valero Energy CORP | +0.1% | — | Unchanged |
| 11 | KO | Coca-cola Co/the | +0.1% | +29.35% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | +19.03% | Add |
| 13 | GOOG | Alphabet Inc-cl C | 0% | -3.51% | Trim |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 15 | GLD | Spdr Gold Shares | 0% | -6.82% | Trim |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +288.34% | Add |
| 17 | PM | Philip Morris International | 0% | +88.76% | Add |
| 18 | XBI | Ss Spdr S&p Biotech ETF | 0% | +0.37% | Add |
| 19 | PFF | Ishares Preferred & Income S | 0% | +26.65% | Add |
| 20 | NEE | Nextera Energy Inc | 0% | +0.43% | Add |
| 21 | ASML | ASML Holding N.V. | 0% | -14.90% | Trim |
| 22 | ED | Consolidated Edison Inc | 0% | +25.00% | Add |
| 23 | DIS | Walt Disney Co/the | 0% | +38.09% | Add |
| 24 | ROST | Ross Stores Inc | 0% | — | Unchanged |
| 25 | SLV | Ishares Silver Trust | 0% | +7.78% | Add |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | 0% | +1.56% | Add |
| 27 | AVT | Avnet Inc | 0% | — | Unchanged |
| 28 | KMI | Kinder Morgan, Inc. | 0% | -10.68% | Trim |
| 29 | T | At&t Inc | 0% | +2.51% | Add |
| 30 | MO | Altria Group Inc | 0% | +46.82% | Add |
| 31 | XLE | Ss Energy Select Sector | 0% | +64.73% | Add |
| 32 | WBD | Warner Bros Discovery Inc | 0% | +12.20% | Add |
| 33 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 34 | SCHD | Schwab US Dvd Equity ETF | 0% | +2.17% | Add |
| 35 | AEP | American Electric Power | 0% | — | Unchanged |
| 36 | COST | Costco Wholesale CORP | 0% | -3.58% | Trim |
| 37 | SPWO | Sp Funds S&p World Ex-us ETF | 0% | +106.06% | Add |
| 38 | EMR | Emerson Electric Co | 0% | +27.53% | Add |
| 39 | MRK | Merck & Co. Inc. | 0% | -19.79% | Trim |
| 40 | VOD | Vodafone Group Plc-sp Adr | 0% | +4.99% | Add |
| 41 | VRT | Vertiv Holdings Co-a | 0% | +17.50% | Add |
| 42 | COMB | Graniteshares Bcom Broad Str | 0% | +27.76% | Add |
| 43 | GNRC | Generac Holdings Inc | 0% | — | Unchanged |
| 44 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 45 | PG | Procter & Gamble Co/the | 0% | +7.94% | Add |
| 46 | DFUV | Dimensional US Marketwide Va | 0% | +5.59% | Add |
| 47 | TGT | Target CORP | 0% | — | Unchanged |
| 48 | FDX | Fedex CORP | 0% | +100.00% | Add |
| 49 | DFIV | Dimensional International Va | 0% | +3.46% | Add |
| 50 | IBB | Ishares Biotechnology ETF | 0% | +0.16% | Add |
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 513 disclosed positions in Q1 2026.
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 VUSB, QQQ, VTI) accounted for 45.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
VUS
市值: $100.7K
Top Position Liquidated / Trimmed
MRSH
前期市值: $123.9K
During Q1 2026, Pacific Center for Financial Services's top holdings by market value included VUSB (14.2%)、QQQ (12.7%)、VTI (10.6%). The largest single position, VUSB, represented 14.2% of total portfolio value.
In Q1 2026, Pacific Center for Financial Services made 156 total portfolio adjustments, initiating 18 new buys, adding to 56 positions, trimming 71 holdings, and fully liquidating 11 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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