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: 0001499091
Total reported value
$909.6M
$909.6M
20 檔
56.7%
During the Q1 2025 filing period, Pacific Life Fund Advisors LLC (CIK: 0001499091) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $909.6M across 20 reported positions.
In Q1 2025, Pacific Life Fund Advisors LLC adopted a defensive or profit-taking posture, trimming 9 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 26.10% | -19.72% | EXIT | |
| 2 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 10.02% | -6.13% | — | |
| 3 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 8.49% | -9.34% | EXIT | |
| 4 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 7.17% | +0.19% | -15.12% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 6.06% | +3.25% | +113.18% | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 5.64% | -10.16% | EXIT | |
| 7 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 5.13% | +0.15% | +27.60% | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 4.67% | -0.09% | -6.90% | |
| 9 | AVIG | Avantis Core Fixed Income | ETF-Other | 4.63% | +0.06% | -8.54% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.91% | -1.83% | EXIT | |
| 11 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.07% | -0.83% | -2.80% | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.81% | -7.29% | EXIT | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.50% | -1.52% | EXIT | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.27% | -3.16% | — | |
| 15 | USRT | Ishares Core US Reit ETF | ETF-Other | 2.13% | -1.52% | EXIT | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.84% | -3.41% | EXIT | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.52% | +0.07% | +80.17% | |
| 18 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 1.37% | +0.04% | -9.04% | |
| 19 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.34% | — | -5.71% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.33% | +0.17% | -9.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +26.1% | NEW | New buy |
| 2 | IWP | Ishares Russell Mid-cap Grow | +10% | NEW | New buy |
| 3 | IWS | Ishares Russell Mid-cap Valu | +5.6% | NEW | New buy |
| 4 | EFV | Ishares Msci Eafe Value ETF | +3.7% | +113.18% | Add |
| 5 | IWN | Ishares Russell 2000 Value E | +2.4% | +40.64% | Add |
| 6 | IEMG | Ishares Core Msci Emerging | +2.3% | NEW | New buy |
| 7 | USRT | Ishares Core US Reit ETF | +2.1% | NEW | New buy |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | +1.8% | NEW | New buy |
| 9 | VONG | Vanguard Russell 1000 Growth | +1% | +27.60% | Add |
| 10 | AVUV | Avantis US Small Cap Value | +0.7% | +80.17% | Add |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | +0.5% | +5.18% | Add |
| 12 | AVDE | Avantis International Equity | +0.4% | -6.90% | Trim |
| 13 | AVLV | Avantis US Large Cap Value | +0.1% | -2.80% | Trim |
| 14 | TIP | Ishares Tips Bond ETF | +0.1% | -9.17% | Trim |
| 15 | AVIG | Avantis Core Fixed Income | +0.1% | -8.54% | Trim |
| 16 | AVRE | Avantis Real Estate ETF | 0% | -5.71% | Trim |
| 17 | AVEM | Avantis Emerging Markets Eq | — | -9.03% | Trim |
| 18 | AVSF | Avantis Short-term Fixed Inc | 0% | -9.04% | Trim |
| 19 | IWO | Ishares Russell 2000 Growth | -0.2% | -3.00% | Trim |
| 20 | AVSC | Avantis US Small Cap Equity | -0.8% | EXIT | Sold out |
| 21 | AVLC | Avantis US Lg Cap Eq ETF | -1% | -15.12% | Trim |
| 22 | VWOB | Vanguard Emerg Mkts Gov Bnd | -1.8% | EXIT | Sold out |
| 23 | VNQ | Vanguard Real Estate ETF | -2.6% | EXIT | Sold out |
| 24 | VWO | Vanguard Ftse Emerging Marke | -2.9% | EXIT | Sold out |
| 25 | BND | Vanguard Total Bond Market | -3% | EXIT | Sold out |
| 26 | VOE | Vanguard Mid-cap Value ETF | -6.6% | EXIT | Sold out |
| 27 | VOT | Vanguard Mid-cap Growth ETF | -7.7% | EXIT | Sold out |
| 28 | VTV | Vanguard Value ETF | -30.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Pacific Life Fund Advisors LLC reported a total U.S. public equity portfolio value of $909.6M across 20 disclosed positions in Q1 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 IWD, IWP, IWN) accounted for 56.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
IWD
市值: $232.7M
Top Position Liquidated / Trimmed
VTV
前期市值: $292.2M
During Q1 2025, Pacific Life Fund Advisors LLC's top holdings by market value included IWD (26.1%)、IWP (10.0%)、IWN (8.5%). The largest single position, IWD, represented 26.1% of total portfolio value.
In Q1 2025, Pacific Life Fund Advisors LLC made 28 total portfolio adjustments, initiating 6 new buys, adding to 5 positions, trimming 9 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.
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.