Universe · entity
Pacific Center for Financial Services
Institutional manager (13F) · CIK 1698222
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $364M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | $56M | 1,123,799 |
| 2 | INVESCO QQQ TR | $50M | 86,913 |
| 3 | VANGUARD INDEX FDS | $42M | 129,948 |
| 4 | ISHARES TR | $29M | 378,287 |
| 5 | VANGUARD INDEX FDS | $26M | 90,146 |
| 6 | VANGUARD STAR FDS | $25M | 322,650 |
| 7 | ISHARES TR | $21M | 231,033 |
| 8 | ISHARES TR | $15M | 216,131 |
| 9 | VANGUARD WORLD FD | $13M | 34,027 |
| 10 | J P MORGAN EXCHANGE TRADED F | $9M | 154,667 |
| 11 | APPLE INC | $8M | 32,174 |
| 12 | STATE STR SPDR S&P MIDCAP 40 | $8M | 12,353 |
| 13 | ISHARES TR | $7M | 66,600 |
| 14 | VANGUARD WHITEHALL FDS | $5M | 35,262 |
| 15 | INVESCO EXCH TRADED FD TR II | $4M | 50,841 |
| 16 | BERKSHIRE HATHAWAY INC DEL | $3M | 7,265 |
| 17 | CHEVRON CORPORATION | $3M | 16,285 |
| 18 | VANGUARD INDEX FDS | $3M | 35,052 |
| 19 | NVIDIA CORPORATION | $3M | 16,989 |
| 20 | VANGUARD INDEX FDS | $3M | 12,764 |
| 21 | STATE STR SPDR S&P 500 ETF T | $2M | 3,794 |
| 22 | MICROSOFT CORP | $2M | 4,804 |
| 23 | VANGUARD INDEX FDS | $2M | 2,905 |
| 24 | ISHARES TR | $2M | 4,766 |
| 25 | BERKSHIRE HATHAWAY INC DEL | $1M | 2 |
| 26 | ALPHABET INC | $1M | 4,972 |
| 27 | SPDR GOLD TR | $1M | 3,127 |
| 28 | PROCTER & GAMBLE CO | $1M | 8,879 |
| 29 | VISA INC | $1M | 4,154 |
| 30 | ISHARES TR | $1M | 21,092 |
| 31 | INVESCO EXCHANGE TRADED FD T | $1M | 23,216 |
| 32 | AT&T INC | $1M | 35,040 |
| 33 | ALPHABET INC | $1M | 3,525 |
| 34 | AMAZON COM INC | $996k | 4,780 |
| 35 | KINDER MORGAN INC DEL | $976k | 29,100 |
| 36 | EXXON MOBIL CORP | $922k | 5,433 |
| 37 | JPMORGAN CHASE & CO | $919k | 3,124 |
| 38 | COSTCO WHOLESALE CORPORATION | $912k | 915 |
| 39 | INVESCO EXCHANGE TRADED FD T | $888k | 19,356 |
| 40 | VANGUARD WORLD FD | $884k | 3,246 |
| 41 | WELLS FARGO & CO | $863k | 10,845 |
| 42 | ISHARES TR | $862k | 20,250 |
| 43 | ISHARES TR | $844k | 6,786 |
| 44 | INVESCO EXCHANGE TRADED FD T | $723k | 6,996 |
| 45 | ISHARES TR | $691k | 13,656 |
| 46 | JPMORGAN CHASE FINL CO LLC | $684k | 19,790 |
| 47 | SELECT SECTOR SPDR TR | $676k | 4,609 |
| 48 | EATON CORP PLC | $673k | 1,881 |
| 49 | ISHARES TR | $667k | 21,991 |
| 50 | ISHARES TR | $658k | 7,206 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.