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.
Pacific Asset Management, LLC (CIK 2054012) reported $179.1M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($32.1M, 17.91%), DFSD ($20.1M, 11.20%), DFIC ($15.5M, 8.65%), DFAU ($9.2M, 5.14%), AVIG ($7.8M, 4.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $32.1M | 17.91% | 825,374 | Added |
| 2 | DFSD | DIMENSIONAL ETF TRUST | $20.1M | 11.20% | 419,016 | Added |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $15.5M | 8.65% | 436,212 | Added |
| 4 | DFAU | DIMENSIONAL ETF TRUST | $9.2M | 5.14% | 203,828 | Added |
| 5 | AVIG | AMERICAN CENTY ETF TR | $7.8M | 4.34% | 187,221 | Added |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $7.6M | 4.27% | 221,286 | Added |
| 7 | AVGE | AMERICAN CENTY ETF TR | $6.5M | 3.62% | 73,563 | Added |
| 8 | AVUV | AMERICAN CENTY ETF TR | $5.4M | 3.00% | 48,599 | Added |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $4.4M | 2.47% | 70,875 | Trimmed |
| 10 | DFCF | DIMENSIONAL ETF TRUST | $4.4M | 2.46% | 104,156 | Added |
| 11 | DFUV | DIMENSIONAL ETF TRUST | $4.2M | 2.36% | 87,142 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $3.6M | 2.00% | 9,669 | Trimmed |
| 13 | DFAS | DIMENSIONAL ETF TRUST | $2.9M | 1.60% | 40,363 | Added |
| 14 | DFAI | DIMENSIONAL ETF TRUST | $2.7M | 1.49% | 68,329 | Added |
| 15 | DFAR | DIMENSIONAL ETF TRUST | $2.5M | 1.37% | 103,723 | Added |
| 16 | AVSF | AMERICAN CENTY ETF TR | $2.5M | 1.37% | 52,440 | Added |
| 17 | AVLV | AMERICAN CENTY ETF TR | $2.4M | 1.35% | 30,027 | Added |
| 18 | DFIV | DIMENSIONAL ETF TRUST | $2.3M | 1.28% | 43,540 | Trimmed |
| 19 | TSLA | TESLA INC | $2.2M | 1.23% | 5,928 | Added |
| 20 | AAPL | APPLE INC | $2.1M | 1.20% | 8,446 | Trimmed |
| 21 | AVDE | AMERICAN CENTY ETF TR | $2.0M | 1.13% | 23,752 | Added |
| 22 | AVIV | AMERICAN CENTY ETF TR | $2.0M | 1.10% | 26,368 | Added |
| 23 | GOOG | ALPHABET INC | $1.9M | 1.08% | 6,727 | Added |
| 24 | AVUS | AMERICAN CENTY ETF TR | $1.9M | 1.08% | 17,449 | Added |
| 25 | VOO | VANGUARD INDEX FDS | $1.9M | 1.07% | 3,196 | Added |
Source: SEC Form 13F filings · as of 2026-03-31