Pacific Center for Financial Services 13F Holdings · Q2 2026
Pacific Center for Financial Services reported 499 securities worth $448.19M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: QQQ (13.94%), VUSB (13.58%), VTI (10.76%). Among its top 25 positions this quarter: 11 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $62.5M | 13.94% | 84,842 | Trimmed |
| 2 | VUSB | VANGUARD BD INDEX FDS | $60.9M | 13.58% | 1.2M | Added |
| 3 | VTI | VANGUARD INDEX FDS | $48.2M | 10.76% | 130,284 | Added |
| 4 | SMLF | ISHARES TR | $33.8M | 7.53% | 378,802 | Added |
| 5 | VO | VANGUARD INDEX FDS | $29.3M | 6.53% | 363,455 | Added |
| 6 | VXUS | VANGUARD STAR FDS | $28.4M | 6.34% | 332,583 | Added |
| 7 | USMV | ISHARES TR | $22.1M | 4.92% | 228,692 | Trimmed |
| 8 | IJH | ISHARES TR | $16.8M | 3.75% | 218,106 | Added |
| 9 | MGK | VANGUARD WORLD FD | $14.8M | 3.30% | 168,086 | Added |
| 10 | SHV | ISHARES TR | $9.9M | 2.21% | 89,793 | Added |
| 11 | AAPL | APPLE INC | $9.3M | 2.07% | 32,078 | Trimmed |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $8.7M | 1.95% | 154,440 | Trimmed |
| 13 | MDY | STATE STR SPDR S&P MIDCAP 40 | $8.7M | 1.93% | 12,312 | Trimmed |
| 14 | VYM | VANGUARD WHITEHALL FDS | $5.6M | 1.25% | 35,320 | Added |
| 15 | SPLV | INVESCO EXCH TRADED FD TR II | $3.8M | 0.85% | 50,777 | Trimmed |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.6M | 0.80% | 7,209 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $3.4M | 0.76% | 16,993 | Added |
| 18 | VNQ | VANGUARD INDEX FDS | $3.3M | 0.74% | 34,513 | Trimmed |
| 19 | VXF | VANGUARD INDEX FDS | $3.1M | 0.70% | 12,759 | Trimmed |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $2.8M | 0.63% | 3,781 | Trimmed |
| 21 | CVX | CHEVRON CORPORATION | $2.7M | 0.60% | 16,208 | Trimmed |
| 22 | SOXX | ISHARES TR | $2.6M | 0.58% | 4,056 | Trimmed |
| 23 | VOO | VANGUARD INDEX FDS | $2.1M | 0.46% | 3,022 | Added |
| 24 | MSFT | MICROSOFT CORP | $1.8M | 0.40% | 4,804 | Hold |
| 25 | GOOG | ALPHABET INC | $1.8M | 0.39% | 4,972 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR