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 Center for Financial Services (CIK 1698222) reported $394.3M across 509 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUSB ($55.9M, 14.19%), QQQ ($50.2M, 12.72%), VTI ($41.7M, 10.57%), SMLF ($28.6M, 7.24%), VO ($25.9M, 6.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | $55.9M | 14.19% | 1.1M | Added |
| 2 | QQQ | INVESCO QQQ TR | $50.2M | 12.72% | 86,913 | Trimmed |
| 3 | VTI | VANGUARD INDEX FDS | $41.7M | 10.57% | 129,948 | Trimmed |
| 4 | SMLF | ISHARES TR | $28.6M | 7.24% | 378,287 | Trimmed |
| 5 | VO | VANGUARD INDEX FDS | $25.9M | 6.57% | 90,146 | Trimmed |
| 6 | VXUS | VANGUARD STAR FDS | $24.9M | 6.31% | 322,650 | Added |
| 7 | USMV | ISHARES TR | $21.4M | 5.43% | 231,033 | Trimmed |
| 8 | IJH | ISHARES TR | $14.6M | 3.70% | 216,131 | Trimmed |
| 9 | MGK | VANGUARD WORLD FD | $12.5M | 3.17% | 34,027 | Trimmed |
| 10 | JEPI | J P MORGAN EXCHANGE TRADED F | $8.8M | 2.22% | 154,667 | Trimmed |
| 11 | AAPL | APPLE INC | $8.2M | 2.07% | 32,174 | Trimmed |
| 12 | MDY | STATE STR SPDR S&P MIDCAP 40 | $7.6M | 1.93% | 12,353 | Trimmed |
| 13 | SHV | ISHARES TR | $7.4M | 1.86% | 66,600 | Added |
| 14 | VYM | VANGUARD WHITEHALL FDS | $5.2M | 1.32% | 35,262 | Added |
| 15 | SPLV | INVESCO EXCH TRADED FD TR II | $3.7M | 0.94% | 50,841 | Trimmed |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.5M | 0.88% | 7,265 | Trimmed |
| 17 | CVX | CHEVRON CORPORATION | $3.4M | 0.85% | 16,285 | Added |
| 18 | VNQ | VANGUARD INDEX FDS | $3.1M | 0.79% | 35,052 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $3.0M | 0.75% | 16,989 | Trimmed |
| 20 | VXF | VANGUARD INDEX FDS | $2.6M | 0.67% | 12,764 | Added |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $2.5M | 0.63% | 3,794 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $1.8M | 0.45% | 4,804 | Trimmed |
| 23 | VOO | VANGUARD INDEX FDS | $1.7M | 0.44% | 2,905 | Trimmed |
| 24 | SOXX | ISHARES TR | $1.6M | 0.40% | 4,766 | Added |
| 25 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.36% | 2 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31