13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001279926
Total reported value
$208.6M
$208.6M
82 檔
29.8%
During the Q4 2025 filing period, Pacific Financial Group Inc (CIK: 0001279926) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $208.6M across 82 reported positions.
In Q4 2025, Pacific Financial Group Inc displayed an active expansion posture, initiating 24 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.30% | +0.43% | +6.84% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.06% | +0.21% | +8.31% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.88% | -0.71% | +95.28% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 4.49% | -0.37% | +124.70% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.80% | +0.15% | +7.39% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.57% | -0.61% | +434.30% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.47% | -0.27% | +2.10% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 3.19% | -0.46% | +114.62% | |
| 9 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 3.14% | +0.05% | +13.48% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.13% | -0.14% | +12.37% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.09% | -0.15% | +14.54% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.65% | +0.02% | -0.35% | |
| 13 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.36% | +0.69% | — | |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.91% | -0.11% | — | |
| 15 | SECT | Main Sector Rotation ETF | ETF-Other | 1.82% | +0.30% | — | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.68% | +0.48% | — | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.63% | -0.01% | +1084.90% | |
| 18 | OVLH | Overlay Shrs Hdg Lrg Cap Eqy | ETF-Other | 1.62% | -0.03% | +57.50% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.60% | +0.43% | -80.75% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.49% | +0.04% | -2.56% | |
| 21 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.36% | +0.49% | — | |
| 22 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.36% | -0.08% | +16.02% | |
| 23 | FDVV | Fidelity High Dividend ETF | ETF-Other | 1.34% | +0.43% | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.31% | -0.21% | +422.64% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.17% | -0.10% | +21.04% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.02% | -0.30% | +3.56% | |
| 27 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.99% | -0.04% | -4.27% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | +0.04% | -1.02% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.83% | -0.01% | +35.67% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.81% | -0.01% | -2.35% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.77% | +0.47% | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.72% | +0.24% | +31.56% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-Other | 0.72% | +0.02% | — | |
| 34 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.70% | +0.28% | — | |
| 35 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.65% | -0.24% | — | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.65% | +0.02% | -22.34% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.63% | +0.03% | +169.66% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.61% | +0.06% | -3.60% | |
| 39 | MBB | Ishares Mbs ETF | ETF-Other | 0.59% | -0.01% | +30.37% | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.56% | +0.02% | -28.65% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.54% | -0.10% | +9.70% | |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.53% | -0.02% | +29.21% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.50% | +0.01% | -40.12% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.46% | — | -17.34% | |
| 45 | EDGF | 3edge Dynamic Fixed Incm ETF | ETF-Other | 0.45% | -0.77% | — | |
| 46 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.44% | +0.44% | -8.12% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.44% | -0.07% | -15.36% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.43% | -0.01% | -25.90% | |
| 49 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.43% | -0.03% | +10.04% | |
| 50 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.42% | -0.40% | EXIT |
According to official SEC Form 13F filings, Pacific Financial Group Inc reported a total U.S. public equity portfolio value of $208.6M across 82 disclosed positions in Q4 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 IVV, IVW, SPY) accounted for 29.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPHQ
市值: $4.2M
Top Position Liquidated / Trimmed
SPEU
前期市值: $750.1K
During Q4 2025, Pacific Financial Group Inc's top holdings by market value included IVV (13.3%)、IVW (7.1%)、SPY (5.9%). The largest single position, IVV, represented 13.3% of total portfolio value.
In Q4 2025, Pacific Financial Group Inc made 84 total portfolio adjustments, initiating 24 new buys, adding to 32 positions, trimming 25 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.