PACIFIC FINANCIAL GROUP INC

Institutional manager (13F) · CIK 1279926

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $168M

#	Issuer	Value	Shares
1	ISHARES TR	$21M	32,104
2	INVESCO QQQ TR	$13M	21,794
3	ISHARES TR	$10M	90,806
4	STATE STR SPDR S&P 500 ETF T	$9M	14,505
5	ISHARES TR	$7M	54,283
6	VANGUARD INDEX FDS	$7M	15,031
7	VANGUARD TAX-MANAGED FDS	$6M	93,855
8	ISHARES TR	$6M	26,887
9	ISHARES TR	$6M	66,732
10	ISHARES TR	$5M	76,255
11	SPDR SERIES TRUST	$5M	91,509
12	VANGUARD INDEX FDS	$5M	26,333
13	ISHARES TR	$5M	67,634
14	INVESCO EXCHANGE TRADED FD T	$4M	56,987
15	NORTHERN LTS FD TR IV	$4M	59,179
16	BLACKROCK ETF TRUST	$3M	57,202
17	VANGUARD INDEX FDS	$3M	10,797
18	INVESCO EXCH TRADED FD TR II	$3M	25,160
19	ISHARES TR	$3M	65,624
20	ISHARES TR	$3M	25,834
21	SPDR SERIES TRUST	$3M	75,869
22	PGIM ETF TR	$2M	47,694
23	FIDELITY COVINGTON TRUST	$2M	41,867
24	ISHARES TR	$2M	25,661
25	VANGUARD INTL EQUITY INDEX F	$2M	38,684
26	LISTED FDS TR	$2M	53,675
27	VANGUARD BD INDEX FDS	$2M	23,829
28	ISHARES TR	$2M	16,951
29	ADVISORS INNER CIRCLE FD II	$2M	65,391
30	ISHARES TR	$2M	10,480
31	VANGUARD INDEX FDS	$1M	4,644
32	ISHARES TR	$1M	14,683
33	ISHARES TR	$1M	15,093
34	VANGUARD INDEX FDS	$1M	4,126
35	VANGUARD SCOTTSDALE FDS	$1M	22,149
36	ISHARES TR	$1M	21,428
37	ISHARES TR	$1M	9,157
38	ISHARES TR	$1M	4,798
39	ISHARES TR	$1M	9,683
40	VANGUARD SCOTTSDALE FDS	$1M	11,130
41	ISHARES TR	$1M	10,877
42	ISHARES TR	$1M	2,377
43	VANGUARD CHARLOTTE FDS	$1M	20,992
44	ISHARES TR	$963k	8,121
45	VANGUARD INDEX FDS	$949k	1,587
46	INVESCO ACTVELY MNGD ETC FD	$914k	52,759
47	ISHARES TR	$876k	4,098
48	ISHARES TR	$863k	2,421
49	ISHARES TR	$842k	36,758
50	T ROWE PRICE ETF INC	$835k	23,469

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.