13F Insight
DOSSIER · 13F-HR · Q1 2026

Pacific Center for Financial Services

Pacific Center for Financial Services's asset manager based in Omaha, NE — $394M in tracked AUM across 513 positions as of Q1 2026.

PC
Pacific Center for Financial Services·Omaha, NE·Asset Manager
CIK 0001698222 · last filed Mar 31, 2026
Total AUM
$394M
▲ 1.3%
vs prior
Holdings
513
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Pacific Center for Financial Services filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VUSB
VANGUARD BD INDEX FDS
$56M1.1M14.2%
02
QQQ
INVESCO QQQ TR
$50M87K12.7%
03
VTI
VANGUARD INDEX FDS
$42M130K10.6%
04
SMLF
ISHARES TR
$29M378K7.2%
05
VO
VANGUARD INDEX FDS
$26M90K6.6%
06
VXUS
VANGUARD STAR FDS
$25M323K6.3%
07
USMV
ISHARES TR
$21M231K5.4%
08
IJH
ISHARES TR
$15M216K3.7%
09
MGK
VANGUARD WORLD FD
$13M34K3.2%
10
JEPI
J P MORGAN EXCHANGE TRADED F
$9M155K2.2%

Filing history

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