Universe · entity

Pacific Center for Financial Services

Institutional manager (13F) · CIK 1698222
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $364M
#IssuerValueShares
1VANGUARD BD INDEX FDS$56M1,123,799
2INVESCO QQQ TR$50M86,913
3VANGUARD INDEX FDS$42M129,948
4ISHARES TR$29M378,287
5VANGUARD INDEX FDS$26M90,146
6VANGUARD STAR FDS$25M322,650
7ISHARES TR$21M231,033
8ISHARES TR$15M216,131
9VANGUARD WORLD FD$13M34,027
10J P MORGAN EXCHANGE TRADED F$9M154,667
11APPLE INC$8M32,174
12STATE STR SPDR S&P MIDCAP 40$8M12,353
13ISHARES TR$7M66,600
14VANGUARD WHITEHALL FDS$5M35,262
15INVESCO EXCH TRADED FD TR II$4M50,841
16BERKSHIRE HATHAWAY INC DEL$3M7,265
17CHEVRON CORPORATION$3M16,285
18VANGUARD INDEX FDS$3M35,052
19NVIDIA CORPORATION$3M16,989
20VANGUARD INDEX FDS$3M12,764
21STATE STR SPDR S&P 500 ETF T$2M3,794
22MICROSOFT CORP$2M4,804
23VANGUARD INDEX FDS$2M2,905
24ISHARES TR$2M4,766
25BERKSHIRE HATHAWAY INC DEL$1M2
26ALPHABET INC$1M4,972
27SPDR GOLD TR$1M3,127
28PROCTER & GAMBLE CO$1M8,879
29VISA INC$1M4,154
30ISHARES TR$1M21,092
31INVESCO EXCHANGE TRADED FD T$1M23,216
32AT&T INC$1M35,040
33ALPHABET INC$1M3,525
34AMAZON COM INC$996k4,780
35KINDER MORGAN INC DEL$976k29,100
36EXXON MOBIL CORP$922k5,433
37JPMORGAN CHASE & CO$919k3,124
38COSTCO WHOLESALE CORPORATION$912k915
39INVESCO EXCHANGE TRADED FD T$888k19,356
40VANGUARD WORLD FD$884k3,246
41WELLS FARGO & CO$863k10,845
42ISHARES TR$862k20,250
43ISHARES TR$844k6,786
44INVESCO EXCHANGE TRADED FD T$723k6,996
45ISHARES TR$691k13,656
46JPMORGAN CHASE FINL CO LLC$684k19,790
47SELECT SECTOR SPDR TR$676k4,609
48EATON CORP PLC$673k1,881
49ISHARES TR$667k21,991
50ISHARES TR$658k7,206
All filings on EDGAR ↗

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