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CIK: 0001499091
Total reported value
$909.6M
$909.6M
20 檔
62.7%
The Q3 2025 SEC filing reveals that Pacific Life Fund Advisors LLC held a total portfolio value of $909.6M, covering 20 public equity positions.
In Q3 2025, Pacific Life Fund Advisors LLC adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 0 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 | 22.54% | -19.72% | EXIT | |
| 2 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 10.26% | -6.13% | -8.02% | |
| 3 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 9.99% | -9.34% | EXIT | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 8.88% | -10.16% | EXIT | |
| 5 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 6.85% | +0.19% | -9.20% | |
| 6 | AVIG | Avantis Core Fixed Income | ETF-Other | 4.90% | +0.06% | +0.61% | |
| 7 | AVDE | Avantis International Equity | ETF-Other | 4.21% | -0.09% | -5.62% | |
| 8 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 4.14% | +0.15% | -12.13% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.02% | +3.25% | +13.45% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.70% | -1.83% | EXIT | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 3.52% | -7.29% | EXIT | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 3.34% | -3.41% | EXIT | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.22% | -3.16% | +76.74% | |
| 14 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.90% | -0.83% | -7.16% | |
| 15 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 2.09% | +0.04% | -14.40% | |
| 16 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.94% | -1.52% | EXIT | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.90% | -1.52% | EXIT | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.12% | +0.07% | -20.92% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.32% | +0.17% | +79.88% | |
| 20 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.16% | — | +1.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWS | Ishares Russell Mid-cap Valu | +3.2% | -1.59% | Add |
| 2 | IWN | Ishares Russell 2000 Value E | +1.5% | -8.09% | Add |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | +1.5% | +2.42% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +1% | +76.74% | Add |
| 5 | AVSF | Avantis Short-term Fixed Inc | +0.7% | -14.40% | Add |
| 6 | IWO | Ishares Russell 2000 Growth | +0.7% | +31.21% | Add |
| 7 | AVIG | Avantis Core Fixed Income | +0.3% | +0.61% | Add |
| 8 | IWP | Ishares Russell Mid-cap Grow | +0.2% | -8.02% | Trim |
| 9 | AVEM | Avantis Emerging Markets Eq | 0% | +79.88% | Trim |
| 10 | AVLV | Avantis US Large Cap Value | -0.2% | -7.16% | Trim |
| 11 | AVRE | Avantis Real Estate ETF | -0.2% | +1.02% | Trim |
| 12 | USRT | Ishares Core US Reit ETF | -0.2% | -12.69% | Trim |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | -0.2% | +14.14% | Trim |
| 14 | AVLC | Avantis US Lg Cap Eq ETF | -0.3% | -9.20% | Trim |
| 15 | AVUV | Avantis US Small Cap Value | -0.4% | -20.92% | Trim |
| 16 | AVDE | Avantis International Equity | -0.5% | -5.62% | Trim |
| 17 | TIP | Ishares Tips Bond ETF | -0.6% | +21.51% | Trim |
| 18 | VONG | Vanguard Russell 1000 Growth | -1% | -12.13% | Trim |
| 19 | EFV | Ishares Msci Eafe Value ETF | -2% | +13.45% | Trim |
| 20 | IWD | Ishares Russell 1000 Value E | -3.6% | -2.51% | Trim |
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 Q3 2025.
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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 62.7% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
IWD
前期市值: $232.7M
During Q3 2025, Pacific Life Fund Advisors LLC's top holdings by market value included IWD (22.5%)、IWP (10.3%)、IWN (10.0%). The largest single position, IWD, represented 22.5% of total portfolio value.
In Q3 2025, Pacific Life Fund Advisors LLC made 20 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 13 holdings, and fully liquidating 0 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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