First Pacific Financial Top Holdings and 13F Report (2026) About First Pacific FinancialInvestment ActivityFirst Pacific Financial has $776.53 million in total holdings as of March 31, 2026.First Pacific Financial owns shares of 663 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 5.27% of the portfolio was purchased this quarter.About 2.95% of the portfolio was sold this quarter.This quarter, First Pacific Financial has purchased 487 new stocks and bought additional shares in 295 stocks.First Pacific Financial sold shares of 106 stocks and completely divested from 20 stocks this quarter.Largest Holdings JPMorgan Core Plus Bond ETF $94,427,755TCW ETF TRUST $89,770,050DIMENSIONAL ETF TRUST $63,838,025Vanguard Growth ETF $41,250,224iShares MSCI EAFE ETF $39,015,603 Largest New Holdings this Quarter 171779309 - Ciena $98,223 Holding808524862 - Schwab Short-Term U.S. Treasury ETF $86,038 Holding464287408 - iShares S&P 500 Value ETF $64,401 Holding140475203 - SONIDA SENIOR LIVING INC $56,438 Holding74762E102 - Quanta Services $54,902 Holding Largest Purchases this Quarter iShares MSCI EAFE ETF 101,936 shares (about $9.90M)TCW ETF TRUST 110,107 shares (about $4.32M)Vanguard Intermediate-Term Treasury ETF 66,141 shares (about $3.94M)JPMorgan Core Plus Bond ETF 80,530 shares (about $3.79M)MATTHEWS INTL FDS 121,863 shares (about $3.79M) Largest Sales this Quarter iShares S&P 100 ETF 32,899 shares (about $10.46M)iShares U.S. Treasury Bond ETF 169,661 shares (about $3.89M)Welltower 5,025 shares (about $993.48K)JPMorgan Chase & Co. 2,028 shares (about $596.57K)ROPER TECHNOLOGIES INC 1,478 shares (about $523.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Pacific Financial Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJCPBJPMorgan Core Plus Bond ETF$94,427,755$3,791,353 â–²4.2%2,005,68712.2%ETFTCW ETF TRUST$89,770,050$4,323,902 â–²5.1%2,285,97011.6%FLEXIBLE INCOMEDIMENSIONAL ETF TRUST$63,838,025$3,647,759 â–²6.1%865,2488.2%WORLD EQUITY ETFVUGVanguard Growth ETF$41,250,224$417,137 â–¼-1.0%94,4395.3%ETFEFAiShares MSCI EAFE ETF$39,015,603$9,901,053 â–²34.0%401,6845.0%FinanceMDYVSPDR S&P 400 Mid Cap Value ETF$31,256,560$227,691 â–¼-0.7%367,0764.0%ETFFNDASchwab Fundamental U.S. Small Company ETF$28,537,020$418,996 â–¼-1.4%879,9573.7%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$27,769,741$1,342,772 â–²5.1%1,250,3263.6%ETFGMFSPDR S&P Emerging Asia Pacific ETF$23,769,053$178,069 â–¼-0.7%174,5953.1%ETFMATTHEWS INTL FDS$18,704,889$3,785,819 â–²25.4%602,0982.4%EMERGING MARKETSCVMCCalvert US Mid-Cap Core Responsible Index ETF$16,013,978$476,821 â–²3.1%250,1402.1%ETFMANAGER DIRECTED PORTFOLIOS$15,646,317$292,484 â–²1.9%1,514,6482.0%VERT GLB SUST RENUSCNuveen ESG Small-Cap ETF$11,942,355$15,996 â–¼-0.1%265,0321.5%ETFMSFTMicrosoft$7,646,154$26,282 â–²0.3%20,6561.0%Computer and TechnologyJPMJPMorgan Chase & Co.$7,097,626$596,568 â–¼-7.8%24,1280.9%FinanceBKBNY$6,943,509$273,323 â–¼-3.8%58,5310.9%FinanceDFISDimensional International Small Cap ETF$6,839,537$7,441 â–²0.1%203,1340.9%ETFABBVAbbVie$6,336,047$81,775 â–¼-1.3%29,1330.8%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$6,228,812$72,820 â–²1.2%75,2730.8%ETFNVSNovartis$6,098,086$22,913 â–¼-0.4%39,9220.8%MedicalCGDVCapital Group Dividend Value ETF$6,097,392$552,000 â–²10.0%143,3330.8%ETFCSCOCisco Systems$6,031,850$119,101 â–¼-1.9%77,7400.8%Computer and TechnologyTRVTravelers Companies$5,792,186$144,090 â–¼-2.4%19,8580.7%FinanceRTXRTX$5,720,684$37,616 â–²0.7%29,6560.7%AerospaceJNJJohnson & Johnson$5,532,112$53,287 â–¼-1.0%22,6320.7%MedicalIBMInternational Business Machines$5,289,678$2,424 â–²0.0%21,8230.7%Computer and TechnologyMRKMerck & Co., Inc.$5,222,699$350,401 â–¼-6.3%43,4180.7%MedicalWELLWelltower$5,194,756$993,479 â–¼-16.1%26,2750.7%FinanceNVDANVIDIA$5,033,861$653,474 â–²14.9%28,8640.6%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$4,619,423$72,279 â–²1.6%41,4780.6%ETFNTRSNorthern Trust$4,572,278$71,041 â–²1.6%32,7600.6%FinanceAEPAmerican Electric Power$4,536,295$85,989 â–²1.9%34,6070.6%UtilitiesCOSTCostco Wholesale$4,489,350$12,955 â–¼-0.3%4,5050.6%Retail/WholesaleCVXChevron$4,469,064$99,313 â–¼-2.2%21,6000.6%EnergyPGProcter & Gamble$4,419,426$122,052 â–²2.8%30,5970.6%Consumer StaplesFNDFSchwab Fundamental International Equity ETF$4,052,611$40,122 â–¼-1.0%82,8250.5%ETFVGITVanguard Intermediate-Term Treasury ETF$4,002,696$3,938,680 â–²6,152.7%67,2160.5%ETFAAPLApple$3,928,335$169,782 â–¼-4.1%15,4790.5%Computer and TechnologyMDTMedtronic$3,896,564$79,458 â–²2.1%44,9690.5%MedicalROKRockwell Automation$3,789,789$77,160 â–¼-2.0%10,5600.5%Computer and TechnologyJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$3,771,988$14,995 â–²0.4%71,9430.5%ETFPEPPepsiCo$3,765,405$65,221 â–²1.8%24,2480.5%Consumer StaplesTOTALENERGIES SE$3,529,206$42,124 â–¼-1.2%38,7910.5%ACTPLDPrologis$3,292,868$129,801 â–²4.1%24,9120.4%FinanceIWSiShares Russell Mid-Cap Value ETF$3,129,453$14,137 â–²0.5%21,4730.4%ETFPRUPrudential Financial$3,099,827$5,080 â–¼-0.2%31,7310.4%FinanceVOOVanguard S&P 500 ETF$2,953,110$38,841 â–¼-1.3%4,9420.4%ETFPFEPfizer$2,911,960$516,252 â–²21.5%103,7020.4%MedicalUPSUnited Parcel Service$2,705,377$25,284 â–²0.9%27,4990.3%TransportationGOOGAlphabet$1,993,224$81,760 â–¼-3.9%6,9480.3%Computer and TechnologyNEENextEra Energy$1,901,771$88,048 â–²4.9%20,4760.2%UtilitiesPROFESIONALLY MANAGED PORTFO$1,797,006$15,644 â–¼-0.9%34,0020.2%AKRE FOCUS ETFCVLCCalvert US Large-Cap Core Responsible Index ETF$1,724,451$14,251 â–¼-0.8%21,5390.2%ETFNGGNational Grid Transco$1,670,597$683,568 â–²69.3%19,7470.2%UtilitiesSUSAiShares MSCI USA ESG Select ETF$1,646,528$212,817 â–¼-11.4%12,4640.2%ETFBNDVanguard Total Bond Market ETF$1,598,294$329,910 â–²26.0%21,7040.2%ETFGSThe Goldman Sachs Group$1,568,382$26,224 â–¼-1.6%1,8540.2%FinanceGOOGLAlphabet$1,506,064$150,693 â–¼-9.1%5,2370.2%Computer and TechnologyDMXFiShares ESG Advanced MSCI EAFE ETF$1,455,547$2,792 â–¼-0.2%19,2920.2%ManufacturingBRK.ABerkshire Hathaway$1,436,2800.0%20.2%FinanceWMWaste Management$1,386,718$14,476 â–²1.1%6,0350.2%Business ServicesVTIVanguard Total Stock Market ETF$1,362,107$27,268 â–¼-2.0%4,2460.2%ETFADIAnalog Devices$1,346,495$6,682 â–¼-0.5%4,2320.2%Computer and TechnologyCMICummins$1,341,137$48,416 â–¼-3.5%2,4930.2%Auto/Tires/TrucksNULGNuveen ESG Large-Cap Growth ETF$1,334,485$7,003 â–¼-0.5%14,6740.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,331,641$387,194 â–²41.0%45,7140.2%ETFVTEBVanguard Tax-Exempt Bond ETF$1,307,045$83,714 â–¼-6.0%26,1990.2%ETFGRMNGarmin$1,244,765$2,784 â–²0.2%5,3650.2%Computer and TechnologyAMDAdvanced Micro Devices$1,239,703$46,585 â–¼-3.6%6,0940.2%Computer and TechnologyAMZNAmazon.com$1,233,375$88,931 â–¼-6.7%5,9220.2%Retail/WholesalePHParker-Hannifin$1,226,792$99,397 â–¼-7.5%1,3700.2%IndustrialsSCHMSchwab U.S. Mid-Cap ETF$1,205,386$16,811 â–¼-1.4%38,9340.2%ETFINGING Group$1,194,237$26,102 â–²2.2%45,8440.2%FinanceTSMTaiwan Semiconductor Manufacturing$1,192,964$21,291 â–²1.8%3,5300.2%Computer and TechnologySPGSimon Property Group$1,185,910$227,371 â–²23.7%6,3580.2%FinanceECLEcolab$1,172,452$2,660 â–¼-0.2%4,4070.2%Basic MaterialsETNEaton$1,147,406$14,307 â–²1.3%3,2080.1%IndustrialsVVisa$1,110,037$80,389 â–¼-6.8%3,6730.1%Business ServicesASMLASML$1,093,648$5,283 â–¼-0.5%8280.1%Computer and TechnologyCRWDCrowdStrike$1,072,066$1,952 â–¼-0.2%2,7460.1%Computer and TechnologyHDHome Depot$1,019,285$44,074 â–¼-4.1%3,0990.1%Retail/WholesaleJSTCAdasina Social Justice All Cap Global ETF$994,911$227,294 â–²29.6%51,0470.1%ETFDEDeere & Company$989,680$2,816 â–¼-0.3%1,7570.1%IndustrialsCRMSalesforce$974,487$173,616 â–¼-15.1%5,2200.1%Computer and TechnologyCATCaterpillar$960,853$1,417 â–¼-0.1%1,3560.1%IndustrialsBRK.BBerkshire Hathaway$908,084$7,667 â–²0.9%1,8950.1%FinanceTMOThermo Fisher Scientific$904,075$17,206 â–²1.9%1,8390.1%MedicalAPDAir Products and Chemicals$878,467$24,983 â–²2.9%3,0240.1%Basic MaterialsVEAVanguard FTSE Developed Markets ETF$862,153$371,417 â–²75.7%13,4540.1%ETFSHWSherwin-Williams$846,309$13,464 â–²1.6%2,6400.1%Basic MaterialsBLACKROCK INC$846,289$10,579 â–¼-1.2%8800.1%COMIVViShares Core S&P 500 ETF$845,139$226,633 â–²36.6%1,2940.1%ETFMRVLMarvell Technology$822,373$2,773 â–²0.3%8,3030.1%Computer and TechnologyTGTTarget$815,251$28,848 â–²3.7%6,7260.1%Retail/WholesaleCHDChurch & Dwight$805,835$6,066 â–²0.8%8,6350.1%Consumer StaplesOEFiShares S&P 100 ETF$802,096$10,463,186 â–¼-92.9%2,5220.1%ETFBXBlackstone$750,531$16,443 â–²2.2%6,5270.1%FinanceNDAQNasdaq$747,876$2,292 â–²0.3%8,8100.1%FinanceDSIiShares ESG MSCI KLD 400 ETF$735,215$55,017 â–¼-7.0%6,0670.1%ETFUNPUnion Pacific$730,831$11,161 â–²1.6%3,0120.1%TransportationShowing largest 100 holdings. 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