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

Pacific Center for Financial Services

$394M in tracked AUM across 513 positions as of Q1 2026.

PC
CIK 0001698222 · last filed Mar 31, 2026
Total AUM
$394M
as of Q1 2026
Holdings
513
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$394M▲ 0.6%
513 positionsView →2025Q4Dec 31
$392M— 0.0%
530 positionsView →2025Q3Sep 30
$392M▲ 6.4%
530 positionsView →2025Q2Jun 30
$369M▼ 2.2%
504 positionsLocked2025Q1Mar 31
$377M▼ 3.0%
512 positionsLocked2024Q4Dec 31
$389M▲ 2.3%
526 positionsLocked2024Q3Sep 30
$380M▲ 6.4%
521 positionsLocked2024Q2Jun 30
$357M▲ 1.7%
513 positionsLocked2024Q1Mar 31
$351M▲ 10.6%
502 positionsLocked2023Q4Dec 31
$317M▲ 7.7%
412 positionsLocked2023Q3Sep 30
$294M▼ 3.2%
448 positionsLocked2023Q2Jun 30
$304M▲ 4.8%
436 positionsLocked
Showing 12 of 35