Pacific Center for Financial Services
Q4 2025 13F Holdings
- Locationsan ramon, CA
- Num holdings
475
- Value ($000)
$392,110
- Date Filed02/17/2026
- Form type13F-HR
- CIK0001698222
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $56.76M | 15 % | 94,535 | ||
VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | $50.09M | 13 % | 1,001,837 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $45.6M | 12 % | 138,943 | ||
ISHARES TR | US SML CAP EQT | 46434V290 | $29.64M | 8 % | 398,719 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $27.05M | 7 % | 92,087 | ||
ISHARES TR | MSCI USA MIN VOL | 46429B697 | $22.68M | 6 % | 238,345 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $16.1M | 4 % | 176,087 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $14.99M | 4 % | 229,635 | ||
VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $14.01M | 4 % | 34,825 | ||
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $9.15M | 2 % | 160,328 |
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