PC

Pacific Center for Financial Services

Diversified strategyMomentum follower

Total reported value

$394.3M

Reporting period: 2026-03-31 · Number of holdings: 513

Pacific Center for Financial Services disclosed 513 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $394.3M and a quarterly turnover rate of 21.4%.

Personality snowflake

Concentration
27.56
Portfolio Stability
21.41
Momentum/Contrarian
100
Sector conviction
50.65
Diversification
100
Sizing Uniformity
41.34

Recent moves

  • Add VXUS

    +1440.8%　$23.3M

  • Trim VNQ

    -80.1%　-$13.0M

  • Add SHV

    +3433.2%　$7.1M

  • Trim QQQ

    -8.1%　-$6.6M

  • Add VUSB

    +12.2%　$5.9M

  • Trim VTI

    -6.5%　-$3.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VUSBVanguard Ultra Short Bond EtETF-Other14.19%+1.42%+12.17%
2QQQInvesco Qqq Trust Series 1ETF-Tech12.72%-1.75%-8.06%
3VTIVanguard Total Stock Mkt ETFETF-Other10.57%-1.06%-6.47%
4SMLFIshares US Smallcap Equity FETF-Other7.24%-0.32%-5.12%
5VOVanguard Mid-cap ETFETF-Other6.57%-0.33%-2.11%
6VXUSVanguard Total Intl StockETF-Other6.31%+5.92%+1440.83%
7USMVIshares Msci USA Min Vol FacETF-Other5.43%-0.35%-3.07%
8IJHIshares Core S&p Midcap ETFETF-Other3.70%-0.12%-5.88%
9MGKVanguard Mega Cap Growth ETFETF-Other3.17%-0.40%-2.29%
10JEPIJpmorgan Equity Premium IncoETF-Other2.22%-0.11%-3.53%
11AAPLApple INCStock-Tech2.07%-0.08%-2.82%
12MDYState Street Spdr S&p MidcapETF-Other1.93%—-4.31%
13SHVIshares 0-1 Year Treasury BoETF-Gov Bonds1.86%+1.81%+3433.16%
14VYMVanguard High Dvd Yield ETFETF-Other1.32%+0.06%+0.95%
15SPLVInvesco S&p 500 Low VolatiliETF-Large Cap & Growth0.94%-0.13%-11.23%
16BRK-BBerkshire Hathaway Inc-cl BStock-Other0.88%-0.21%-14.77%
17CVXChevron CORPStock-Energy0.85%+0.30%+16.77%
18VNQVanguard Real Estate ETFETF-Other0.79%-3.32%-80.09%
19NVDANvidia CORPStock-Tech0.75%-0.16%-11.36%
20VXFVanguard Extended Market ETFETF-Other0.67%—+2.11%
21SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.63%-0.21%-22.84%
22MSFTMicrosoft CORPStock-Tech0.45%-0.19%-0.19%
23VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.44%-0.04%-5.62%
24SOXXIshares Semiconductor ETFETF-Other0.40%+0.07%+0.51%
25BRK-ABerkshire Hathaway Inc-cl AStock-Other0.36%——
26GOOGAlphabet Inc-cl CStock-Comm Services0.36%+0.04%-3.51%
27GLDSpdr Gold SharesETF-Commodities0.34%+0.04%-6.82%
28PGProcter & Gamble Co/theStock-Consumer Staples0.33%—+7.94%
29VVisa Inc-class A SharesStock-Financials0.32%-0.12%-17.33%
30IHIIshares U.s. Medical DevicesETF-Other0.29%-0.03%+0.01%
31RPGInvesco S&p 500 Pure GrowthETF-Large Cap & Growth0.28%—+0.02%
32TAt&t INCStock-Comm Services0.26%—+2.51%
33GOOGLAlphabet Inc-cl AStock-Comm Services0.26%+0.04%—
34AMZNAmazon.com INCStock-Consumer Disc0.25%-0.04%-6.95%
35KMIKinder Morgan INCStock-Energy0.25%—-10.68%
36XOMExxon Mobil CORPStock-Energy0.23%+0.07%-1.27%
37JPMJpmorgan Chase & CoStock-Financials0.23%-0.03%-4.93%
38COSTCostco Wholesale CORPStock-Consumer Staples0.23%—-3.58%
39PRFZInv Rafi US 1500 Sm-usd INCETF-Other0.23%—-2.43%
40VHTVanguard Health Care ETFETF-Other0.22%—-0.64%
41WFCWells Fargo & CoStock-Financials0.22%-0.03%-7.11%
42IDVIshares International SelectETF-Other0.22%—-18.64%
43IJRIshares Core S&p Small-cap EETF-Small Cap0.21%-0.05%-20.65%
44XMHQInvesco S&p Midcap Qual ETFETF-Other0.18%-0.08%-28.99%
45ICSHIshares Ultra Short DurationETF-Other0.18%—-5.41%
46AMJBAlerian Mlp Etn2044ETF-Other0.17%+0.08%+57.56%
47XLVSs Health Care Select SectorETF-Other0.17%—-15.59%
48ETNEaton Corporation plcStock-Industrials0.17%—+0.53%
49PFFIshares Preferred & Income SETF-Other0.17%+0.03%+26.65%
50EFAVIshares Msci Eafe Min Vol FaETF-Other0.17%—+1.56%
1–50 of 513

Holding changes this quarter

Pacific Center for Financial Services's most significant position changes for 2026-03-31: Sold out: Marsh & Mclennan Cos (MRSH); Add: Vanguard Total Intl Stock (VXUS) — shares +1440.83%; Trim: Vanguard Real Estate ETF (VNQ) — shares -80.09%; Add: Ishares 0-1 Year Treasury Bo (SHV) — shares +3433.16%; Trim: Invesco Qqq Trust Series 1 (QQQ) — shares -8.06%.

Position changes disclosed by Pacific Center for Financial Services for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VXUSVanguard Total Intl Stock+5.9%+1440.83%Add
2SHVIshares 0-1 Year Treasury Bo+1.8%+3433.16%Add
3VUSBVanguard Ultra Short Bond Et+1.4%+12.17%Add
4CVXChevron CORP+0.3%+16.77%Add
5AMJBAlerian Mlp Etn2044+0.1%+57.56%Add
6XOMExxon Mobil CORP+0.1%-1.27%Trim
7SOXXIshares Semiconductor ETF+0.1%+0.51%Add
8VYMVanguard High Dvd Yield ETF+0.1%+0.95%Add
9CATCaterpillar INC+0.1%+9.86%Add
10VLOValero Energy CORP+0.1%—Unchanged
11KOCoca-cola Co/the+0.1%+29.35%Add
12JNJJohnson & Johnson+0.1%+19.03%Add
13GOOGAlphabet Inc-cl C0%-3.51%Trim
14GOOGLAlphabet Inc-cl A0%—Unchanged
15GLDSpdr Gold Shares0%-6.82%Trim
16XLUSt Sr Utl Sl Se Spdr Etf-usd0%+288.34%Add
17PMPhilip Morris International0%+88.76%Add
18XBISs Spdr S&p Biotech ETF0%+0.37%Add
19PFFIshares Preferred & Income S0%+26.65%Add
20IHIIshares U.s. Medical Devices0%+0.01%Add
21JPMJpmorgan Chase & Co0%-4.93%Trim
22WFCWells Fargo & Co0%-7.11%Trim
23SPYXSs Spdr S&p 500 Foss Fl ETF0%-36.04%Trim
24VOOVanguard S&p 500 ETF0%-5.62%Trim
25CPRTCopart INC0%-21.68%Trim
26AMZNAmazon.com INC0%-6.95%Trim
27ORCLOracle CORP-0.1%-13.94%Trim
28IJRIshares Core S&p Small-cap E-0.1%-20.65%Trim
29MAMastercard INC - A-0.1%-86.78%Trim
30METAMeta Platforms Inc-class A-0.1%-13.59%Trim
31SUSAIshares Esg Optimized Msci U-0.1%-42.38%Trim
32XMHQInvesco S&p Midcap Qual ETF-0.1%-28.99%Trim
33AAPLApple INC-0.1%-2.82%Trim
34JEPIJpmorgan Equity Premium Inco-0.1%-3.53%Trim
35VVisa Inc-class A Shares-0.1%-17.33%Trim
36IJHIshares Core S&p Midcap ETF-0.1%-5.88%Trim
37SPLVInvesco S&p 500 Low Volatili-0.1%-11.23%Trim
38NVDANvidia CORP-0.2%-11.36%Trim
39MSFTMicrosoft CORP-0.2%-0.19%Trim
40SPYSs Spdr S&p 500 ETF Trust-us-0.2%-22.84%Trim
41BRK-BBerkshire Hathaway Inc-cl B-0.2%-14.77%Trim
42SMLFIshares US Smallcap Equity F-0.3%-5.12%Trim
43VOVanguard Mid-cap ETF-0.3%-2.11%Trim
44USMVIshares Msci USA Min Vol Fac-0.4%-3.07%Trim
45MGKVanguard Mega Cap Growth ETF-0.4%-2.29%Trim
46XLRESs Real Estate Select Sector-0.6%-90.96%Trim
47VTIVanguard Total Stock Mkt ETF-1.1%-6.47%Trim
48QQQInvesco Qqq Trust Series 1-1.8%-8.06%Trim
49VNQVanguard Real Estate ETF-3.3%-80.09%Trim
50MRSHMarsh & Mclennan Cos—EXITSold out

FAQ

What is Pacific Center for Financial Services and what type of investor is it?
Pacific Center for Financial Services is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $394.3M, spread across 513 disclosed positions.
What are Pacific Center for Financial Services's largest equity positions?
Based on the latest 13F filing, Pacific Center for Financial Services's top holdings by market value are: 1. Vanguard Ultra Short Bond Et (VUSB) — $55.9M (14.2%) 2. Invesco Qqq Trust Series 1 (QQQ) — $50.2M (12.7%) 3. Vanguard Total Stock Mkt ETF (VTI) — $41.7M (10.6%) 4. Ishares US Smallcap Equity F (SMLF) — $28.6M (7.2%) 5. Vanguard Mid-cap ETF (VO) — $25.9M (6.6%)
What changes did Pacific Center for Financial Services make in its most recent portfolio filing?
In the latest reported quarter, Pacific Center for Financial Services made 48 notable position adjustments: 0 new positions were initiated, 15 existing holdings were added to, 32 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Marsh & Mclennan Cos (MRSH); Add: Vanguard Total Intl Stock (VXUS) — shares +1440.83%; Trim: Vanguard Real Estate ETF (VNQ) — shares -80.09%; Add: Ishares 0-1 Year Treasury Bo (SHV) — shares +3433.16%; Trim: Invesco Qqq Trust Series 1 (QQQ) — shares -8.06%
What sectors does Pacific Center for Financial Services focus on?
Pacific Center for Financial Services is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 31.4% • Financials: 15.9% • Energy: 12.5% • Communication Services: 11.3% • Industrials: 7.9% • Consumer Staples: 7.2%