Pacific Center for Financial Services
CIK 1698222
13F filing for Q2 2026・No. 4,179
- Holdings
- US$448.19M
- Quarter change
- +US$53.91M
- Entries
- 500
- Net bought (estimate)
- +US$7M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 25
- Cut 53
- Added 66
- Corporate actions 2
- Unchanged 368
Largest holdings
499 stocks worth US$448.19M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| QQQInvesco QQQUNIT SER 1 | Cut | 84,842 | US$62.48M | 13.94% |
| VANGUARD BD INDEX FDSVANGUARD ULTRA | Added | 1,222,387 | US$60.85M | 13.58% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 130,284 | US$48.21M | 10.76% |
| ISHARES TRUS SML CAP EQT | Added | 378,802 | US$33.77M | 7.53% |
| VANGUARD INDEX FDSMID CAP ETF | AddedSplit 4:1 | 363,455 | US$29.28M | 6.53% |
| VANGUARD STAR FDSVG TL INTL STK F | Added | 332,583 | US$28.43M | 6.34% |
| ISHARES TRMSCI USA MIN ETF | Cut | 228,692 | US$22.06M | 4.92% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 218,106 | US$16.82M | 3.75% |
| VANGUARD WORLD FDMEGA GRWTH IND | CutSplit 5:1 | 168,086 | US$14.78M | 3.30% |
| ISHARES TRTRUST ISHARE 0-1 | Added | 89,793 | US$9.91M | 2.21% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.