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 FINANCIAL GROUP INC (CIK 1279926) reported $185.6M across 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($21.0M, 11.30%), QQQ ($12.6M, 6.78%), IVW ($10.3M, 5.53%), SPY ($9.4M, 5.09%), IJR ($6.7M, 3.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $21.0M | 11.30% | 32,104 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $12.6M | 6.78% | 21,794 | Added |
| 3 | IVW | ISHARES TR | $10.3M | 5.53% | 90,806 | Trimmed |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $9.4M | 5.09% | 14,505 | Trimmed |
| 5 | IJR | ISHARES TR | $6.7M | 3.64% | 54,283 | Trimmed |
| 6 | VUG | VANGUARD INDEX FDS | $6.6M | 3.54% | 15,031 | Trimmed |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $6.0M | 3.24% | 93,855 | Trimmed |
| 8 | IVE | ISHARES TR | $5.7M | 3.06% | 26,887 | Trimmed |
| 9 | IMCB | ISHARES TR | $5.6M | 3.00% | 66,732 | Trimmed |
| 10 | DGRO | ISHARES TR | $5.4M | 2.88% | 76,255 | Trimmed |
| 11 | SPYV | SPDR SERIES TRUST | $5.2M | 2.79% | 91,509 | Trimmed |
| 12 | VTV | VANGUARD INDEX FDS | $5.2M | 2.78% | 26,333 | Trimmed |
| 13 | IJH | ISHARES TR | $4.6M | 2.46% | 67,634 | Trimmed |
| 14 | SPHQ | INVESCO EXCHANGE TRADED FD T | $4.3M | 2.31% | 56,987 | Added |
| 15 | SECT | NORTHERN LTS FD TR IV | $3.6M | 1.93% | 59,179 | Added |
| 16 | DYNF | BLACKROCK ETF TRUST | $3.3M | 1.79% | 57,202 | Added |
| 17 | VB | VANGUARD INDEX FDS | $2.8M | 1.52% | 10,797 | Trimmed |
| 18 | SPMO | INVESCO EXCH TRADED FD TR II | $2.8M | 1.52% | 25,160 | Trimmed |
| 19 | HAWX | ISHARES TR | $2.7M | 1.45% | 65,624 | New |
| 20 | IJK | ISHARES TR | $2.6M | 1.40% | 25,834 | Trimmed |
| 21 | SPIB | SPDR SERIES TRUST | $2.5M | 1.37% | 75,869 | Added |
| 22 | PULS | PGIM ETF TR | $2.4M | 1.28% | 47,694 | Trimmed |
| 23 | FDVV | FIDELITY COVINGTON TRUST | $2.3M | 1.25% | 41,867 | Trimmed |
| 24 | SHY | ISHARES TR | $2.1M | 1.14% | 25,661 | Added |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | $2.1M | 1.13% | 38,684 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31