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

PACIFIC FINANCIAL GROUP INC

$186M in tracked AUM across 87 positions as of Q1 2026.

PF
CIK 0001279926 · last filed Mar 31, 2026
Total AUM
$186M
as of Q1 2026
Holdings
87
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

PACIFIC FINANCIAL GROUP INC 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
IVV
ISHARES TR
$21M32K11.3%02
QQQ
INVESCO QQQ TR
$13M22K6.8%03
IVW
ISHARES TR
$10M91K5.5%04
SPY
STATE STR SPDR S&P 500 ETF T
$9M15K5.1%05
IJR
ISHARES TR
$7M54K3.6%06
VUG
VANGUARD INDEX FDS
$7M15K3.5%07
VEA
VANGUARD TAX-MANAGED FDS
$6M94K3.2%08
IVE
ISHARES TR
$6M27K3.1%09
IMCB
ISHARES TR
$6M67K3.0%10
DGRO
ISHARES TR
$5M76K2.9%

Filing history

2026Q1Mar 31
$186M▲ 3.2%
87 positionsView →2025Q4Dec 31
$180M▲ 33.2%
82 positionsView →2025Q3Sep 30
$135M▲ 5.4%
61 positionsView →2025Q2Jun 30
$128M▲ 3.4%
61 positionsLocked2025Q1Mar 31
$124M▼ 8.1%
55 positionsLocked2024Q4Dec 31
$135M▼ 1.2%
58 positionsLocked2024Q3Sep 30
$136M▼ 3.4%
55 positionsLocked2024Q2Jun 30
$141M▼ 2.7%
57 positionsLocked2024Q1Mar 31
$145M▲ 8.0%
58 positionsLocked2023Q4Dec 31
$134M▼ 12.5%
56 positionsLocked2023Q3Sep 30
$153M▲ 0.6%
58 positionsLocked2023Q2Jun 30
$152M▲ 14.9%
57 positionsLocked
Showing 12 of 77