PACIFIC FINANCIAL GROUP INC

Q3 2025 13F Holdings

  • Location
    nashville, TN
  • Num holdings

    61

  • Value ($000)

    $135,030

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001279926
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$21.88 M
16 %

32,685

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$14.62 M
11 %

24,353

IVW
IVW

ISHARES TR

S&P 500 GRWT ETF
$11.48 M
9 %

95,081

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$6.29 M
5 %

52,963

IVE
IVE

ISHARES TR

S&P 500 VAL ETF
$5.96 M
4 %

28,871

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$5.28 M
4 %

7,930

IMCB
IMCB

ISHARES TR

MRGSTR MD CP ETF
$4.99 M
4 %

60,115

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
$4.91 M
4 %

72,150

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$4.74 M
4 %

72,617

SPYV
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
$4.72 M
4 %

85,307

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