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Filers›Hedge Fund›PACIFIC FINANCIAL GROUP INC
DOSSIER · 13F-HR · Q1 2026

PACIFIC FINANCIAL GROUP INC

PACIFIC FINANCIAL's hedge fund based in Chicago, IL — $186M in tracked AUM across 87 positions as of Q1 2026.

PF
PACIFIC FINANCIAL·Chicago, IL·Hedge Fund
CIK 0001279926 · last filed Mar 31, 2026
Total AUM
$186M
▼ 18.9%
vs prior
Holdings
87
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
40% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in PACIFIC
haiku-4-5 · 87 positions indexed
Sector mix
  • Tech40%
  • Financials4%
  • Health Care24%
  • Communications19%
  • Energy9%
  • Other4%
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