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PACIFIC FINANCIAL GROUP INC

Q4 2025 13F Holdings

  • Location
    nashville, TN
  • Num holdings

    82

  • Value ($000)

    $179,904

  • Date Filed
    02/17/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$23.92M
13 %

34,922

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$12.69M
7 %

102,978

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$10.58M
6 %

15,486

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$8.08M
5 %

16,556

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$6.84M
4 %

56,875

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$6.42M
4 %

102,740

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$6.25M
4 %

29,478

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$5.74M
3 %

30,036

I
IMCB

ISHARES TR

MRGSTR MD CP ETF
464288208
$5.64M
3 %

68,220

D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$5.63M
3 %

81,073

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