Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
First Pacific Financial (CIK 1810089) reported $839.3M across 510 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JCPB ($97.3M, 11.59%), FLXR ($92.4M, 11.01%), DFAW ($77.4M, 9.22%), VUG ($48.8M, 5.82%), EFA ($42.8M, 5.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $97.3M | 11.59% | 2.1M | Added |
| 2 | FLXR | TCW ETF TRUST | $92.4M | 11.01% | 2.4M | Added |
| 3 | DFAW | DIMENSIONAL ETF TRUST | $77.4M | 9.22% | 934,501 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $48.8M | 5.82% | 566,990 | Added |
| 5 | EFA | ISHARES TR | $42.8M | 5.10% | 411,859 | Added |
| 6 | MDYV | SPDR SERIES TRUST | $34.7M | 4.14% | 366,314 | Trimmed |
| 7 | FNDA | SCHWAB STRATEGIC TR | $33.7M | 4.02% | 885,996 | Added |
| 8 | GMF | SPDR INDEX SHS FDS | $28.2M | 3.36% | 179,562 | Added |
| 9 | EMSF | MATTHEWS INTL FDS | $23.0M | 2.74% | 540,400 | Trimmed |
| 10 | CVMC | MORGAN STANLEY ETF TRUST | $19.5M | 2.32% | 255,950 | Added |
| 11 | VGSR | MANAGER DIRECTED PORTFOLIOS | $17.3M | 2.06% | 1.5M | Added |
| 12 | NUSC | NUSHARES ETF TR | $13.6M | 1.62% | 260,637 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $10.5M | 1.25% | 28,183 | Added |
| 14 | CSCO | CISCO SYS INC | $8.8M | 1.05% | 75,316 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO | $8.5M | 1.01% | 26,016 | Added |
| 16 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $8.4M | 1.00% | 170,555 | Added |
| 17 | DFIS | DIMENSIONAL ETF TRUST | $8.2M | 0.98% | 233,965 | Added |
| 18 | BK | BANK OF NY MELLON CORP | $8.2M | 0.98% | 56,610 | Trimmed |
| 19 | ABBV | ABBVIE INC | $7.0M | 0.84% | 27,850 | Trimmed |
| 20 | TRV | TRAVELERS COMPANIES INC | $6.6M | 0.78% | 19,916 | Added |
| 21 | NVS | NOVARTIS AG | $6.2M | 0.74% | 39,871 | Trimmed |
| 22 | VCIT | VANGUARD SCOTTSDALE FDS | $5.9M | 0.71% | 71,708 | Trimmed |
| 23 | IBM | INTERNATIONAL BUSINESS MACHS | $5.9M | 0.71% | 21,103 | Trimmed |
| 24 | WELL | WELLTOWER INC | $5.7M | 0.68% | 24,992 | Trimmed |
| 25 | JNJ | JOHNSON & JOHNSON | $5.7M | 0.68% | 22,381 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30