Pacific Center For Financial Services Top Holdings and 13F Report (2026)

About Pacific Center For Financial Services

Investment Activity

Pacific Center For Financial Services has $448.19 million in total holdings as of June 30, 2026.
Pacific Center For Financial Services owns shares of 500 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 10.10% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Pacific Center For Financial Services has purchased 512 new stocks and bought additional shares in 72 stocks.
Pacific Center For Financial Services sold shares of 52 stocks and completely divested from 25 stocks this quarter.

Largest Holdings

Invesco QQQ: $62,477,858
Vanguard Ultra-Short Bond ETF: $60,850,413
Vanguard Total Stock Market ETF: $48,210,157
iShares U.S. Small Cap Equity Factor ETF: $33,766,392
Vanguard Mid-Cap ETF: $29,283,533

Largest New Holdings this Quarter

04010L103 - Ares Capital: $221,767 Holding
438516205 - HONEYWELL INTL INC: $200,055 Holding
43849R105 - HONEYWELL AEROSPACE INC: $197,204 Holding
886364801 - SP Funds S&P 500 Sharia Industry Exclusions ETF: $124,256 Holding
G2004J103 - CARNIVAL CORP LTD: $83,197 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF: 273,309 shares (about $22.02M)
Vanguard Mega Cap Growth ETF: 134,059 shares (about $11.79M)
Vanguard Ultra-Short Bond ETF: 98,588 shares (about $4.91M)
iShares Short Treasury Bond ETF: 23,193 shares (about $2.56M)
Vanguard Total International Stock ETF: 9,933 shares (about $849.17K)

Largest Sales this Quarter

Invesco QQQ: 2,071 shares (about $1.53M)
iShares Semiconductor ETF: 710 shares (about $454.92K)
iShares MSCI USA Min Vol Factor ETF: 2,341 shares (about $225.81K)
Utilities Select Sector SPDR Fund: 2,735 shares (about $124.02K)
Vanguard Real Estate ETF: 539 shares (about $51.98K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
QQQ Invesco QQQ	$62,477,858	$1,525,090 â–¼	-2.4%	84,842	13.9%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$60,850,413	$4,907,710 â–²	8.8%	1,222,387	13.6%	ETF
VTI Vanguard Total Stock Market ETF	$48,210,157	$124,333 â–²	0.3%	130,284	10.8%	ETF
SMLF iShares U.S. Small Cap Equity Factor ETF	$33,766,392	$45,907 â–²	0.1%	378,802	7.5%	ETF
VO Vanguard Mid-Cap ETF	$29,283,533	$22,020,479 â–²	303.2%	363,455	6.5%	ETF
VXUS Vanguard Total International Stock ETF	$28,432,563	$849,173 â–²	3.1%	332,583	6.3%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$22,059,607	$225,813 â–¼	-1.0%	228,692	4.9%	ETF
IJH iShares Core S&P Mid-Cap ETF	$16,818,124	$152,292 â–²	0.9%	218,106	3.8%	ETF
MGK Vanguard Mega Cap Growth ETF	$14,776,411	$11,785,103 â–²	394.0%	168,086	3.3%	ETF
SHV iShares Short Treasury Bond ETF	$9,908,617	$2,559,337 â–²	34.8%	89,793	2.2%	ETF
AAPL Apple	$9,282,030	$27,778 â–¼	-0.3%	32,078	2.1%	Technology
JEPI JPMorgan Equity Premium Income ETF	$8,722,783	$12,821 â–¼	-0.1%	154,440	1.9%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$8,659,343	$28,836 â–¼	-0.3%	12,312	1.9%	ETF
VYM Vanguard High Dividend Yield ETF	$5,581,648	$9,166 â–²	0.2%	35,320	1.2%	ETF
SPLV Invesco S&P 500 Low Volatility ETF	$3,803,223	$4,794 â–¼	-0.1%	50,777	0.8%	ETF
BRK.B Berkshire Hathaway	$3,607,312	$28,022 â–¼	-0.8%	7,209	0.8%	Finance
NVDA NVIDIA	$3,400,068	$800 â–²	0.0%	16,993	0.8%	Technology
VNQ Vanguard Real Estate ETF	$3,328,121	$51,976 â–¼	-1.5%	34,513	0.7%	ETF
VXF Vanguard Extended Market ETF	$3,141,384	$1,231 â–¼	0.0%	12,759	0.7%	ETF
SPY SPDR S&P 500 ETF Trust	$2,823,482	$9,708 â–¼	-0.3%	3,781	0.6%	ETF
CVX Chevron	$2,686,578	$12,763 â–¼	-0.5%	16,208	0.6%	Energy
SOXX iShares Semiconductor ETF	$2,598,791	$454,917 â–¼	-14.9%	4,056	0.6%	ETF
VOO Vanguard S&P 500 ETF	$2,075,580	$80,358 â–²	4.0%	3,022	0.5%	ETF
MSFT Microsoft	$1,791,860		0.0%	4,804	0.4%	Technology
GOOG Alphabet	$1,756,757		0.0%	4,972	0.4%	Communication Services
BRK.A Berkshire Hathaway	$1,497,700		0.0%	2	0.3%	Finance
RPG Invesco S&P 500 Pure Growth ETF	$1,474,570	$7,790 â–¼	-0.5%	23,094	0.3%	ETF
V Visa	$1,407,713	$17,498 â–¼	-1.2%	4,103	0.3%	Finance
PG Procter & Gamble	$1,296,387	$5,572 â–¼	-0.4%	8,841	0.3%	Consumer Staples
GOOGL Alphabet	$1,259,730		0.0%	3,525	0.3%	Communication Services
GLD SPDR Gold Shares	$1,175,133	$23,208 â–²	2.0%	3,190	0.3%	ETF
AMZN Amazon.com	$1,116,147	$23,119 â–¼	-2.0%	4,683	0.2%	Consumer Discretionary
PRFZ Invesco RAFI US 1500 Small-Mid ETF	$1,080,382	$892 â–²	0.1%	19,372	0.2%	ETF
IHI iShares U.S. Medical Devices ETF	$1,042,196	$49 â–²	0.0%	21,093	0.2%	ETF
JPM JPMorgan Chase & Co.	$1,023,224	$655 â–²	0.1%	3,126	0.2%	Finance
IJR iShares Core S&P Small-Cap ETF	$1,006,742	$297 â–²	0.0%	6,788	0.2%	ETF
IDV iShares International Select Dividend ETF	$958,028	$119,070 â–²	14.2%	23,124	0.2%	ETF
VHT Vanguard Health Care ETF	$954,131	$16,445 â–¼	-1.7%	3,191	0.2%	ETF
ASML ASML	$948,963	$27,852 â–¼	-2.9%	477	0.2%	Technology
KMI Kinder Morgan	$934,931	$4,604 â–²	0.5%	29,244	0.2%	Energy
WFC Wells Fargo & Company	$896,458	$248 â–²	0.0%	10,848	0.2%	Finance
COST Costco Wholesale	$856,465	$935 â–²	0.1%	916	0.2%	Consumer Staples
CAT Caterpillar	$808,123	$1,065 â–²	0.1%	759	0.2%	Industrials
ETN Eaton	$797,271	$4,261 â–¼	-0.5%	1,871	0.2%	Industrials
XMHQ Invesco S&P MidCap Quality ETF	$788,876	$790 â–¼	-0.1%	6,989	0.2%	ETF
XOM ExxonMobil	$743,060	$273 â–²	0.0%	5,435	0.2%	Energy
XLV Health Care Select Sector SPDR Fund	$711,147	$20,151 â–¼	-2.8%	4,482	0.2%	ETF
T AT&T	$696,415	$28,918 â–¼	-4.0%	33,643	0.2%	Communication Services
JPMORGAN CHASE FINL CO LLC	$691,831	$9,278 â–²	1.4%	20,059	0.2%	CAL LKD 44
ICSH iShares Ultra Short-Term Bond Active ETF	$690,739		0.0%	13,656	0.2%	ETF
XBI SPDR S&P Biotech ETF	$690,258	$2,215 â–¼	-0.3%	4,362	0.2%	ETF
PFF iShares Preferred and Income Securities ETF	$678,891	$8,385 â–²	1.3%	22,266	0.2%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$667,826	$9,096 â–²	1.4%	10,866	0.1%	ETF
VLO Valero Energy	$653,794	$38,290 â–¼	-5.5%	2,510	0.1%	Energy
GE GE Aerospace	$645,769	$16,069 â–¼	-2.4%	1,728	0.1%	Industrials
EFAV iShares MSCI EAFE Min Vol Factor ETF	$637,890	$5,876 â–²	0.9%	7,273	0.1%	ETF
SCHD Schwab US Dividend Equity ETF	$627,226	$308,698 â–²	96.9%	19,780	0.1%	ETF
AVT Avnet	$589,765		0.0%	6,640	0.1%	Technology
DIS Walt Disney	$576,638	$2,310 â–¼	-0.4%	5,991	0.1%	Communication Services
KO CocaCola	$561,251	$9,021 â–¼	-1.6%	6,906	0.1%	Consumer Staples
XLK Technology Select Sector SPDR Fund	$535,362		0.0%	2,810	0.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$475,049	$1,419 â–²	0.3%	2,008	0.1%	ETF
JNJ Johnson & Johnson	$474,012	$508 â–²	0.1%	1,866	0.1%	Healthcare
C Citigroup	$460,329	$4,619 â–²	1.0%	3,289	0.1%	Finance
META Meta Platforms	$429,841		0.0%	763	0.1%	Communication Services
NEE NextEra Energy	$422,809	$6,320 â–¼	-1.5%	4,817	0.1%	Utilities
DIA SPDR Dow Jones Industrial Average ETF Trust	$418,775	$522 â–²	0.1%	802	0.1%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$400,716	$200,440 â–²	100.1%	4,880	0.1%	ETF
SUSA iShares MSCI USA ESG Select ETF	$378,709	$154 â–²	0.0%	2,454	0.1%	ETF
SMH VanEck Semiconductor ETF	$367,955		0.0%	561	0.1%	ETF
VOOG Vanguard S&P 500 Growth ETF	$350,970	$292,475 â–²	500.0%	4,248	0.1%	ETF
DVY iShares Select Dividend ETF	$341,055	$2,032 â–²	0.6%	2,182	0.1%	ETF
XLE Energy Select Sector SPDR Fund	$334,924	$15,296 â–¼	-4.4%	6,306	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$334,266	$250,700 â–²	300.0%	2,692	0.1%	ETF
VGT Vanguard Information Technology ETF	$314,577	$275,255 â–²	700.0%	2,632	0.1%	ETF
BAC Bank of America	$307,372	$4,274 â–¼	-1.4%	5,394	0.1%	Finance
IWV iShares Russell 3000 ETF	$298,016	$15,348 â–²	5.4%	699	0.1%	ETF
XMLV Invesco S&P MidCap Low Volatility ETF	$295,739	$1,393 â–²	0.5%	4,459	0.1%	ETF
PM Philip Morris International	$288,552		0.0%	1,595	0.1%	Consumer Staples
ED Consolidated Edison	$276,575		0.0%	2,500	0.1%	Utilities
MRK Merck & Co., Inc.	$260,341		0.0%	2,026	0.1%	Healthcare
LINDE PLC	$256,357		0.0%	494	0.1%	SHS
XLRE Real Estate Select Sector SPDR Fund	$253,615	$749 â–²	0.3%	5,760	0.1%	ETF
AEP American Electric Power	$249,679		0.0%	1,825	0.1%	Utilities
VZ Verizon Communications	$247,859	$32,687 â–¼	-11.7%	5,854	0.1%	Communication Services
ABBV AbbVie	$235,284	$22,396 â–¼	-8.7%	935	0.1%	Healthcare
REZ iShares Residential and Multisector Real Estate ETF	$232,469		0.0%	2,455	0.1%	ETF
PRF Invesco RAFI US 1000 ETF	$223,116	$54 â–²	0.0%	4,129	0.0%	ETF
BKNG Booking	$222,800	$213,888 â–²	2,400.0%	1,250	0.0%	Consumer Discretionary
CSCO Cisco Systems	$222,000		0.0%	1,890	0.0%	Technology
VOOV Vanguard S&P 500 Value ETF	$221,841		0.0%	1,012	0.0%	ETF
ARCC Ares Capital	$221,767	$221,767 â–²	New Holding	11,968	0.0%	Finance
ROST Ross Stores	$220,979		0.0%	1,038	0.0%	Consumer Discretionary
XLF Financial Select Sector SPDR Fund	$220,962	$590 â–²	0.3%	4,122	0.0%	ETF
NFLX Netflix	$220,626		0.0%	3,090	0.0%	Communication Services
DLB Dolby Laboratories	$217,208		0.0%	4,131	0.0%	Technology
GNRC Generac	$216,094		0.0%	738	0.0%	Industrials
ADP Automatic Data Processing	$204,915		0.0%	915	0.0%	Industrials
SCHB Schwab US Broad Market ETF	$204,898	$463 â–²	0.2%	7,075	0.0%	ETF
SPYX SPDR S&P Fossil Fuel Reserves Free ETF	$203,458	$183 â–²	0.1%	3,330	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Pacific Center For Financial Services Top Holdings and 13F Report (2026)

About Pacific Center For Financial Services

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Pacific Center For Financial Services Top Holdings and 13F Report (2026)

About Pacific Center For Financial Services

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPacific Center For Financial Services

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools