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 $776.5M across 661 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JCPB ($94.4M, 12.16%), FLXR ($89.8M, 11.56%), DFAW ($63.8M, 8.22%), VUG ($41.3M, 5.31%), EFA ($39.0M, 5.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $94.4M | 12.16% | 2.0M | Added |
| 2 | FLXR | TCW ETF TRUST | $89.8M | 11.56% | 2.3M | Added |
| 3 | DFAW | DIMENSIONAL ETF TRUST | $63.8M | 8.22% | 865,248 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $41.3M | 5.31% | 94,439 | Trimmed |
| 5 | EFA | ISHARES TR | $39.0M | 5.02% | 401,684 | Added |
| 6 | MDYV | SPDR SERIES TRUST | $31.3M | 4.03% | 367,076 | Trimmed |
| 7 | FNDA | SCHWAB STRATEGIC TR | $28.5M | 3.67% | 879,957 | Trimmed |
| 8 | NUBD | NUSHARES ETF TR | $27.8M | 3.58% | 1.3M | Added |
| 9 | GMF | SPDR INDEX SHS FDS | $23.8M | 3.06% | 174,595 | Trimmed |
| 10 | EMSF | MATTHEWS INTL FDS | $18.7M | 2.41% | 602,098 | Added |
| 11 | CVMC | MORGAN STANLEY ETF TRUST | $16.0M | 2.06% | 250,140 | Added |
| 12 | VGSR | MANAGER DIRECTED PORTFOLIOS | $15.6M | 2.01% | 1.5M | Added |
| 13 | NUSC | NUSHARES ETF TR | $11.9M | 1.54% | 265,032 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $7.6M | 0.98% | 20,656 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $7.1M | 0.91% | 24,128 | Trimmed |
| 16 | BK | BANK NEW YORK MELLON CORP | $6.9M | 0.89% | 58,531 | Trimmed |
| 17 | DFIS | DIMENSIONAL ETF TRUST | $6.8M | 0.88% | 203,134 | Added |
| 18 | ABBV | ABBVIE INC | $6.3M | 0.82% | 29,133 | Trimmed |
| 19 | VCIT | VANGUARD SCOTTSDALE FDS | $6.2M | 0.80% | 75,273 | Added |
| 20 | NVS | NOVARTIS AG | $6.1M | 0.79% | 39,922 | Trimmed |
| 21 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $6.1M | 0.79% | 143,333 | Added |
| 22 | CSCO | CISCO SYS INC | $6.0M | 0.78% | 77,740 | Trimmed |
| 23 | TRV | TRAVELERS COMPANIES INC | $5.8M | 0.75% | 19,858 | Trimmed |
| 24 | RTX | RTX CORPORATION | $5.7M | 0.74% | 29,656 | Added |
| 25 | JNJ | JOHNSON & JOHNSON | $5.5M | 0.71% | 22,632 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31