Pacific Center for Financial Services
Sector Allocation
- Other86.4%$411.6M
- Technology4.9%$23.4M
- Financials3.9%$18.8M
- Energy1.3%$5.9M
- Industrials0.8%$3.8M
- Consumer Staples0.8%$3.8M
- Consumer Discretionary0.5%$2.6M
- Healthcare0.5%$2.3M
- Communication Services0.5%$2.3M
- Utilities0.3%$1.2M
AUM History
13fpro.ai/research/fund/pacific-center-for-financial-services-1698222
Conviction and streaks
Stable · top 10 = 73.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
QQQ
$61.4M- VICTORY$54.4M
- T$54.1M
- VANGUARD$48.1M
- ISHARES$31.7M
- VANGUARD$28.1M
- VANGUARD$27.4M
- ISHARES$15.7M
- VANGUARD$15.4M
- ISHARES$12.0M
- VANGUARD$10.1M
AAPL
$9.6MMDY
$8.0M- VANGUARD$4.9M
- ISHARES$4.5M
NVDA
$3.9MIVZ
$3.6MBRK.B
$3.5MCVX
$3.1M- VANGUARD$3.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/pacific-center-for-financial-services-1698222
Pacific Center for Financial Services 13F holdings — Q3 2026
$476.6M portfolio (+6.3% QoQ) · 506 holdings · Q3 2026 13F · top 10 are 73% of the stock portfolio
$61.4M
12.9% of stocks
-2%This quarter-2.2%Since filed11+ qtrsHeld- 2
VICTORY PORTFOLIOS II - SHORT TRM BD ETF
$54.4M
11.4% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 3
T ROWE PRICE EXCHANGE-TRADED - ULTRA SHRT TRM
$54.1M
11.4% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - MRNGSTR TTL STK
$48.1M
10.1% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - US SML CAP EQT
$31.7M
6.6% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD STAR FDS - VG TL INTL STK F
$28.1M
5.9% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INDEX FDS - MRNGSTR MID CAP
$27.4M
5.8% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - CORE S&P MCP ETF
$15.7M
3.3% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD WORLD FD - MRNGSTR MEGA CAP
$15.4M
3.2% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - MSCI USA MIN ETF
$12.0M
2.5% of stocks
-46%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $61.4M | 12.9% | -2% | -2.2% | 11+ qtrsTrimmed 3 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | VICTORY PORTFOLIOS II - SHORT TRM BD ETF | $54.4M | 11.4% | New | — | New this quarter | — | — | |
| 3 | T ROWE PRICE EXCHANGE-TRADED - ULTRA SHRT TRM | $54.1M | 11.4% | New | — | New this quarter | — | — | |
| 4 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $48.1M | 10.1% | -1% | — | — | — | — | |
| 5 | ISHARES TR - US SML CAP EQT | $31.7M | 6.6% | +0.0% | — | — | — | — | |
| 6 | VANGUARD STAR FDS - VG TL INTL STK F | $28.1M | 5.9% | -0.6% | — | — | — | — | |
| 7 | VANGUARD INDEX FDS - MRNGSTR MID CAP | $27.4M | 5.8% | -4% | — | — | — | — | |
| 8 | ISHARES TR - CORE S&P MCP ETF | $15.7M | 3.3% | +0.1% | — | — | — | — | |
| 9 | VANGUARD WORLD FD - MRNGSTR MEGA CAP | $15.4M | 3.2% | -0.9% | — | — | — | — | |
| 10 | ISHARES TR - MSCI USA MIN ETF | $12.0M | 2.5% | -46% | — | — | — | — |
All holdings — Pacific Center for Financial Services (Q3 2026)
506 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD WORLD FD - MRNGSTR VAL ETFetf/fund | — | $10.1M | 2.1% | 63K | New | — | — | 13F |
| 12 | Apple Inc. | Technology | $9.6M | 2.0% | 29K | -10% | 11+ qtrs | 75.7 | 13F | |
| 13 | SPDR S&P MIDCAP 400 ETF TRUSTetf/fund | — | $8.0M | 1.7% | 12K | -0.5% | 11+ qtrs | — | 13F | |
| 14 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $4.9M | 1.0% | 31K | -11% | — | — | 13F |
| 15 | — | ISHARES TR - TRUST ISHARE 0-1etf/fund | — | $4.5M | 0.9% | 41K | -55% | — | — | 13F |
| 16 | NVIDIA CORP | Technology | $3.9M | 0.8% | 17K | +1% | 11+ qtrs | 86.0 | 13F | |
| 17 | Invesco Ltd. | Financials | $3.6M | 0.8% | 51K | +0.2% | 11+ qtrs | — | 13F | |
| 18 | BERKSHIRE HATHAWAY INC | Financials | $3.5M | 0.7% | 7,113 | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CHEVRON CORP | Energy | $3.1M | 0.7% | 15K | -5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | VANGUARD INDEX FDS - REAL ESTATE ETFetf/fund | — | $3.0M | 0.6% | 33K | -3% | — | — | 13F |
| 21 | — | VANGUARD INDEX FDS - EXTEND MKT ETFetf/fund | — | $2.9M | 0.6% | 13K | -0.3% | — | — | 13F |
| 22 | SPDR S&P 500 ETF TRUSTetf/fund | — | $2.9M | 0.6% | 3,757 | -0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | MICROSOFT CORP | Technology | $2.5M | 0.5% | 4,790 | -0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - ISHARES SEMICDTRetf/fund | — | $2.2M | 0.5% | 3,874 | -4% | — | — | 13F |
| 25 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $2.2M | 0.5% | 3,097 | +2% | — | — | 13F |
| 26 | $GOOG | Alphabet Inc. | Technology | $1.7M | 0.4% | 4,972 | — | |||
| 27 | $V | VISA INC. | Financials | $1.6M | 0.3% | 4,400 | +7% | |||
| 28 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.3% | 2 | — | |||
| 29 | $IVZ | Invesco Ltd. | Financials | $1.3M | 0.3% | 23K | +0.0% | |||
| 30 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.3M | 0.3% | 8,843 | +0.0% | |||
| 31 | $GOOGL | Alphabet Inc. | Technology | $1.2M | 0.3% | 3,625 | +3% | |||
| 32 | $GLD | SPDR GOLD TRUST | Financials | $1.2M | 0.3% | 3,175 | -0.5% | |||
| 33 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.2M | 0.3% | 4,753 | +1% | |||
| 34 | — | ISHARES TR - U.S. MED DVC ETF | — | $1.1M | 0.2% | 21K | +0.0% | |||
| 35 | — | ISHARES TR - INTL SEL DIV ETF | — | $1.1M | 0.2% | 25K | +9% | |||
| 36 | $JPM | JPMORGAN CHASE & CO | Financials | $1.0M | 0.2% | 3,128 | +0.1% | |||
| 37 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | — | $1.0M | 0.2% | 19K | +0.1% | |||
| 38 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $1.0M | 0.2% | 3,199 | +0.3% | |||
| 39 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $932K | 0.2% | 1,024 | +12% | |||
| 40 | — | ISHARES TR - CORE S&P SCP ETF | — | $921K | 0.2% | 6,770 | -0.3% | |||
| 41 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $885K | 0.2% | 5,436 | +0.0% | |||
| 42 | $KMI | KINDER MORGAN, INC. | Energy | $885K | 0.2% | 29K | +0.3% | |||
| 43 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $869K | 0.2% | 11K | +0.0% | |||
| 44 | $VLO | VALERO ENERGY CORP/TX | Energy | $852K | 0.2% | 2,199 | -12% | |||
| 45 | $ASML | ASML HOLDING NV | Technology | $843K | 0.2% | 465 | -3% | |||
| 46 | $T | AT&T INC. | Communication Services | $821K | 0.2% | 34K | — | |||
| 47 | $ETN | Eaton Corp plc | Industrials | $804K | 0.2% | 1,871 | — | |||
| 48 | $IVZ | Invesco Ltd. | Financials | $780K | 0.2% | 6,989 | — | |||
| 49 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $752K | 0.2% | 4,467 | -0.3% | |||
| 50 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $708K | 0.1% | 13K | -92% | |||
| 51 | — | JPMORGAN CHASE FINL CO LLC - CAL LKD 44 | — | $700K | 0.1% | 20K | +1% | |||
| 52 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $688K | 0.1% | 4,362 | — | |||
| 53 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $676K | 0.1% | 11K | +2% | |||
| 54 | $AVT | AVNET INC | Technology | $664K | 0.1% | 6,640 | — | |||
| 55 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $658K | 0.1% | 20K | +2% | |||
| 56 | — | ISHARES TR - ULTRA SHORT DUR | — | $641K | 0.1% | 13K | -7% | |||
| 57 | — | ISHARES TR - MSCI EAFE MIN VL | — | $632K | 0.1% | 6,939 | -5% | |||
| 58 | $CAT | CATERPILLAR INC | Industrials | $616K | 0.1% | 760 | +0.1% | |||
| 59 | $DIS | Walt Disney Co | Communication Services | $610K | 0.1% | 5,812 | -3% | |||
| 60 | $KO | COCA COLA CO | Consumer Staples | $574K | 0.1% | 6,666 | -3% | |||
| 61 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $550K | 0.1% | 2,810 | — | |||
| 62 | $META | Meta Platforms, Inc. | Technology | $545K | 0.1% | 752 | -1% | |||
| 63 | $GE | GENERAL ELECTRIC CO | Industrials | $532K | 0.1% | 1,703 | -1% | |||
| 64 | $JNJ | JOHNSON & JOHNSON | Healthcare | $495K | 0.1% | 1,868 | +0.1% | |||
| 65 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $470K | 0.1% | 2,013 | +0.2% | |||
| 66 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $455K | 0.1% | 9,177 | -99% | |||
| 67 | $C | CITIGROUP INC | Financials | $426K | 0.1% | 3,289 | — | |||
| 68 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $408K | 0.1% | 802 | — | |||
| 69 | — | ISHARES TR - PFD AND INCM SEC | — | $403K | 0.1% | 14K | -39% | |||
| 70 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $388K | 0.1% | 6,313 | +0.1% | |||
| 71 | — | ISHARES TR - ESG OPTIMIZED | — | $376K | 0.1% | 2,414 | -2% | |||
| 72 | $NEE | NEXTERA ENERGY INC | Utilities | $365K | 0.1% | 4,823 | +0.1% | |||
| 73 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $363K | 0.1% | 4,248 | — | |||
| 74 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $342K | 0.1% | 561 | — | |||
| 75 | — | ISHARES TR - RUS 1000 GRW ETF | — | $337K | 0.1% | 2,692 | — | |||
| 76 | — | ISHARES TR - SELECT DIVID ETF | — | $334K | 0.1% | 2,196 | +0.6% | |||
| 77 | — | VANGUARD WORLD FD - INF TECH ETF | — | $331K | 0.1% | 2,632 | — | |||
| 78 | $PM | Philip Morris International Inc. | Consumer Staples | $304K | 0.1% | 1,595 | — | |||
| 79 | — | ISHARES TR - RUSSELL 3000 ETF | — | $302K | 0.1% | 701 | +0.3% | |||
| 80 | $MRK | Merck & Co., Inc. | Healthcare | $294K | 0.1% | 2,026 | — | |||
| 81 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $291K | 0.1% | 5,350 | -0.8% | |||
| 82 | $IVZ | Invesco Ltd. | Financials | $282K | 0.1% | 4,479 | +0.4% | |||
| 83 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $269K | 0.1% | 5,854 | — | |||
| 84 | $ED | CONSOLIDATED EDISON INC | Utilities | $256K | 0.1% | 2,500 | — | |||
| 85 | $ABBV | AbbVie Inc. | Healthcare | $245K | 0.1% | 935 | — | |||
| 86 | $DLB | Dolby Laboratories, Inc. | Financials | $243K | 0.1% | 4,131 | — | |||
| 87 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $242K | 0.1% | 1,038 | — | |||
| 88 | $STT | STATE STREET CORP | Financials | $238K | 0.1% | 5,815 | +1.0% | |||
| 89 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $236K | 0.1% | 915 | — | |||
| 90 | $LIN | LINDE PLC | Materials | $234K | 0.1% | 494 | — | |||
| 91 | $ARCC | ARES CAPITAL CORP | Other | $234K | 0.1% | 12K | +2% | |||
| 92 | — | ISHARES TR - SHRT NAT MUN ETF | — | $233K | 0.1% | 2,230 | New | |||
| 93 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | — | $230K | 0.1% | 1,898 | — | |||
| 94 | — | ISHARES TR - 1 3 YR TREAS BD | — | $227K | 0.1% | 2,797 | -43% | |||
| 95 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $226K | 0.1% | 796 | +21% | |||
| 96 | $IVZ | Invesco Ltd. | Financials | $225K | 0.1% | 4,131 | +0.0% | |||
| 97 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | — | $223K | 0.1% | 1,012 | — | |||
| 98 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $221K | 0.1% | 4,133 | +0.3% | |||
| 99 | — | ISHARES TR - RESIDENTIAL MULT | — | $217K | 0.1% | 2,455 | — | |||
| 100 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $217K | 0.1% | 1,825 | — | |||
| 101 | $NFLX | NETFLIX INC | Communication Services | $215K | 0.1% | 3,090 | — | |||
| 102 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $209K | 0.0% | 7,128 | +0.7% | |||
| 103 | — | SPDR SERIES TRUST - ST STR SP500FF | — | $208K | 0.0% | 3,333 | +0.1% | |||
| 104 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $204K | 0.0% | 1,250 | — | |||
| 105 | $CSCO | CISCO SYSTEMS, INC. | Technology | $203K | 0.0% | 1,890 | — | |||
| 106 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $188K | 0.0% | 893 | -0.1% | |||
| 107 | $BANF | BANCFIRST CORP /OK/ | Financials | $184K | 0.0% | 1,750 | — | |||
| 108 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $178K | 0.0% | 2,857 | +4% | |||
| 109 | $HPE | Hewlett Packard Enterprise Co | Technology | $178K | 0.0% | 2,784 | — | |||
| 110 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $172K | 0.0% | 879 | — | |||
| 111 | $MCK | MCKESSON CORP | Consumer Staples | $166K | 0.0% | 195 | -11% | |||
| 112 | $CPRT | COPART INC | Consumer Discretionary | $165K | 0.0% | 6,053 | — | |||
| 113 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $165K | 0.0% | 3,001 | — | |||
| 114 | — | ISHARES TR - CORE S&P TTL STK | — | $164K | 0.0% | 985 | — | |||
| 115 | $EMR | EMERSON ELECTRIC CO | Industrials | $164K | 0.0% | 1,056 | -9% | |||
| 116 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $163K | 0.0% | 445 | +29% | |||
| 117 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $160K | 0.0% | 261 | — | |||
| 118 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $158K | 0.0% | 2,352 | — | |||
| 119 | — | ISHARES INC - MSCI GBL MIN VOL | — | $158K | 0.0% | 1,287 | — | |||
| 120 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $157K | 0.0% | 918 | — | |||
| 121 | $GNRC | GENERAC HOLDINGS INC. | Technology | $153K | 0.0% | 738 | — | |||
| 122 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $149K | 0.0% | 522 | +0.2% | |||
| 123 | $PHYS | Sprott Physical Gold Trust | Financials | $147K | 0.0% | 4,705 | — | |||
| 124 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $144K | 0.0% | 1,430 | — | |||
| 125 | $ORCL | ORACLE CORP | Technology | $141K | 0.0% | 1,025 | — | |||
| 126 | $HONA | Honeywell Aerospace Inc. | Industrials | $138K | 0.0% | 892 | — | |||
| 127 | $QCOM | QUALCOMM INC/DE | Technology | $137K | 0.0% | 746 | — | |||
| 128 | $ECL | ECOLAB INC. | Materials | $137K | 0.0% | 500 | — | |||
| 129 | $PFE | PFIZER INC | Healthcare | $136K | 0.0% | 4,782 | +0.1% | |||
| 130 | $IVZ | Invesco Ltd. | Financials | $135K | 0.0% | 444 | +0.2% | |||
| 131 | $BNY | Bank of New York Mellon Corp | Financials | $133K | 0.0% | 921 | +0.1% | |||
| 132 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $132K | 0.0% | 4,265 | — | |||
| 133 | — | ISHARES TR - ISHARES BIOTECH | — | $131K | 0.0% | 623 | — | |||
| 134 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $130K | 0.0% | 3,294 | +0.1% | |||
| 135 | — | TIDAL TRUST I - SP FDS S&P 500 | — | $129K | 0.0% | 2,164 | +0.1% | |||
| 136 | $SLV | iShares Silver Trust | Financials | $128K | 0.0% | 2,341 | — | |||
| 137 | $UNP | UNION PACIFIC CORP | Industrials | $126K | 0.0% | 464 | — | |||
| 138 | $KEYS | Keysight Technologies, Inc. | Technology | $120K | 0.0% | 331 | — | |||
| 139 | $INTC | INTEL CORP | Technology | $119K | 0.0% | 993 | — | |||
| 140 | — | ISHARES TR - RUS 1000 ETF | — | $119K | 0.0% | 286 | — | |||
| 141 | $FAST | FASTENAL CO | Industrials | $119K | 0.0% | 2,400 | — | |||
| 142 | $HSY | HERSHEY CO | Consumer Staples | $118K | 0.0% | 746 | — | |||
| 143 | $GS | GOLDMAN SACHS GROUP INC | Financials | $113K | 0.0% | 125 | — | |||
| 144 | $DTB | DTE ENERGY CO | Utilities | $112K | 0.0% | 920 | — | |||
| 145 | $AMGN | AMGEN INC | Healthcare | $111K | 0.0% | 264 | — | |||
| 146 | — | INVESCO EXCHANGE TRADED FD T - GLOBAL DRGN CN | — | $111K | 0.0% | 5,080 | — | |||
| 147 | $AXP | AMERICAN EXPRESS CO | Financials | $111K | 0.0% | 365 | — | |||
| 148 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $107K | 0.0% | 610 | +0.3% | |||
| 149 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $107K | 0.0% | 1,916 | — | |||
| 150 | $TECH | BIO-TECHNE Corp | Healthcare | $107K | 0.0% | 1,476 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 13 new, 70 added to, 47 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
- VICTORY PORTFOLIOS II - SHORT TRM BD ETF$54.4M
first bought this quarter
- T ROWE PRICE EXCHANGE-TRADED - ULTRA SHRT TRM$54.1M
first bought this quarter
- VANGUARD WORLD FD - MRNGSTR VAL ETF$10.1M
first bought this quarter
- ISHARES TR - SHRT NAT MUN ETF$233K
first bought this quarter
$UNMUnum Group$74K
first bought this quarter
$VRTXVERTEX PHARMACEUTICALS INC / MA$52K
first bought this quarter
+7 more in the Excel export
Added to (70)
$VVISA INC.+7%
now $1.6M · held 11+ qtrs
$COSTCOSTCO WHOLESALE CORP /NEW+12%
now $932K · held 11+ qtrs
- ISHARES TR - INTL SEL DIV ETF+9%
now $1.1M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+2%
now $2.2M
now $3.9M · held 11+ qtrs
- VANGUARD INDEX FDS - MRNGSTR SML CAP+21%
now $226K
+64 more in the Excel export
Trimmed (47)
- VANGUARD BD INDEX FDS - VANGUARD ULTRA-99%
now $455K
- ISHARES TR - MSCI USA MIN ETF-46%
now $12.0M
- J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM-92%
now $708K
- ISHARES TR - TRUST ISHARE 0-1-55%
now $4.5M
now $61.4M · held 11+ qtrs, 3 trims in a row
- VANGUARD INDEX FDS - MRNGSTR MID CAP-4%
now $27.4M
+41 more in the Excel export
Holdings by quarter
Every 13F Pacific Center for Financial Services has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow Pacific Center for Financial Services?
Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Pacific Center for Financial Services's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-1.4%
Value-weighted move of the 10 largest stock positions
Turnover
20%
Last quarter; 29% over the last 4
Top 10 weight
73%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Pacific Center for Financial Services disclosed 506 positions worth $476.6M in its Form 13F-HR for Q3 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 12.9% of the equity portfolio. During the quarter the fund opened 13 new positions and exited 7. The portfolio is most concentrated in Other (86.4% of disclosed assets). All figures are sourced directly from Pacific Center for Financial Services’s Form 13F-HR filing with the SEC under CIK 1698222.
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AI-Powered Hedge Fund Analysis: Pacific Center for Financial Services
13F Pro is an AI hedge fund tracker and stock research platform. For Pacific Center for Financial Services (SEC CIK: 1698222), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Pacific Center for Financial Services's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.