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CIK: 0001698222
Total reported value
$476.6M
$476.6M
500 檔
49.2%
The Q2 2026 SEC filing reveals that Pacific Center for Financial Services held a total portfolio value of $476.6M, covering 500 public equity positions.
Pacific Center for Financial Services executed strategic sector rebalancing during Q2 2026, establishing 6 new positions while fully exiting 8 holdings and trimming 42 positions.
Showing top 200 holdings (of 500 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 13.94% | -1.05% | -2.38% | |
| 2 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 13.58% | -13.48% | +8.77% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.76% | -0.67% | +0.26% | |
| 4 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 7.53% | -0.89% | +0.14% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.53% | -0.78% | +303.18% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.34% | -0.45% | +3.08% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.92% | -2.40% | -1.01% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.75% | -0.45% | +0.91% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 3.30% | -0.06% | +393.98% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.21% | -1.27% | +34.82% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.07% | -0.05% | -0.30% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.95% | -1.80% | -0.15% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.93% | -0.24% | -0.33% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.25% | -0.23% | +0.16% | |
| 15 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.85% | -0.10% | -0.13% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.06% | -0.77% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | +0.06% | +0.02% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.74% | -0.11% | -1.54% | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.70% | -0.08% | -0.04% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.03% | -0.34% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.60% | +0.06% | -0.47% | |
| 22 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.58% | -0.12% | -14.90% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | — | +4.03% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | +0.12% | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | -0.03% | — | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.33% | -0.02% | — | |
| 27 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.33% | -0.05% | -0.53% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | +0.02% | -1.23% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.29% | -0.02% | -0.43% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | -0.02% | — | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.26% | -0.01% | +2.01% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | — | -2.03% | |
| 33 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.24% | -0.03% | +0.08% | |
| 34 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.23% | — | +0.00% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | -0.01% | +0.06% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.22% | -0.03% | +0.03% | |
| 37 | IDV | Ishares International Select | ETF-Other | 0.21% | +0.01% | +14.19% | |
| 38 | VHT | Vanguard Health Care ETF | ETF-Other | 0.21% | — | -1.69% | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.21% | -0.03% | -2.85% | |
| 40 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.21% | -0.02% | +0.49% | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.20% | -0.02% | +0.03% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | +0.01% | +0.11% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.18% | -0.05% | +0.13% | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.18% | -0.01% | -0.53% | |
| 45 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.18% | -0.02% | -0.10% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.17% | EXIT | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.16% | — | -2.76% | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.16% | +0.01% | -3.99% | |
| 49 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 0.15% | — | +1.36% | |
| 50 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.15% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1.2% | -2.38% | Trim |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | +0.4% | +34.82% | Add |
| 3 | SMLF | Ishares US Smallcap Equity F | +0.3% | +0.14% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +0.26% | Add |
| 5 | SOXX | Ishares Semiconductor ETF | +0.2% | -14.90% | Trim |
| 6 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +393.98% | Add |
| 7 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +96.91% | Add |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +0.91% | Add |
| 9 | RPG | Invesco S&p 500 Pure Growth | +0.1% | -0.53% | Trim |
| 10 | ASML | ASML Holding N.V. | +0.1% | -2.85% | Trim |
| 11 | ARCC | Ares Capital CORP | +0.1% | NEW | New buy |
| 12 | CAT | Caterpillar Inc | 0% | +0.13% | Add |
| 13 | ✓ | 0% | NEW | New buy | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +100.08% | Add |
| 15 | ✓ | 0% | NEW | New buy | |
| 16 | VXUS | Vanguard Total Intl Stock | 0% | +3.08% | Add |
| 17 | VXF | Vanguard Extended Market ETF | 0% | -0.04% | Trim |
| 18 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 19 | AVT | Avnet Inc | 0% | — | Unchanged |
| 20 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 21 | SMH | Vaneck Semiconductor ETF | 0% | — | Unchanged |
| 22 | SPUS | Sp Funds S&p Sharia Indu Exc | 0% | NEW | New buy |
| 23 | VOO | Vanguard S&p 500 ETF | 0% | +4.03% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 25 | AMD | Advanced Micro Devices | 0% | +1.16% | Add |
| 26 | INTC | Intel CORP | 0% | +8.76% | Add |
| 27 | ✓ | Carnival CORP LTD F | 0% | NEW | New buy |
| 28 | NVDA | Nvidia CORP | 0% | +0.02% | Add |
| 29 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | 0% | +0.08% | Add |
| 30 | IJR | Ishares Core S&p Small-cap E | 0% | +0.03% | Add |
| 31 | GE | General Electric | 0% | -2.43% | Trim |
| 32 | XBI | Ss Spdr S&p Biotech ETF | 0% | -0.32% | Trim |
| 33 | ETN | Eaton Corporation plc | 0% | -0.53% | Trim |
| 34 | C | Citigroup Inc | 0% | +1.01% | Add |
| 35 | VGT | Vanguard Info Tech ETF | 0% | +700.00% | Add |
| 36 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 37 | GNRC | Generac Holdings Inc | 0% | — | Unchanged |
| 38 | VOOG | Vanguard S&p 500 Growth ETF | 0% | +500.00% | Add |
| 39 | HPE | Hewlett Packard Enterprise | 0% | — | Unchanged |
| 40 | IWV | Ishares Russell 3000 ETF | 0% | +5.43% | Add |
| 41 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 42 | SNDK | Sandisk CORP | 0% | — | Unchanged |
| 43 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 44 | XSD | Ss Spdr S&p Semiconductor | 0% | NEW | New buy |
| 45 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 46 | SCHB | Schwab US Broad Market ETF | 0% | +0.23% | Add |
| 47 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | 0% | +0.09% | Add |
| 48 | KEYS | Keysight Technologies In | 0% | — | Unchanged |
| 49 | FCEL | Fuelcell Energy Inc | 0% | — | Unchanged |
| 50 | DELL | Dell Technologies -c | 0% | — | Unchanged |
According to official SEC Form 13F filings, Pacific Center for Financial Services reported a total U.S. public equity portfolio value of $476.6M across 500 disclosed positions in Q2 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 QQQ, VUSB, VTI) accounted for 49.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
ARCC
市值: $221.8K
Top Position Liquidated / Trimmed
HON
前期市值: $209.5K
During Q2 2026, Pacific Center for Financial Services's top holdings by market value included QQQ (13.9%)、VUSB (13.6%)、VTI (10.8%). The largest single position, QQQ, represented 13.9% of total portfolio value.
In Q2 2026, Pacific Center for Financial Services made 114 total portfolio adjustments, initiating 6 new buys, adding to 58 positions, trimming 42 holdings, and fully liquidating 8 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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