Universe · entity
First Pacific Financial
Institutional manager (13F) · CIK 1810089
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $677M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | $94M | 2,005,687 |
| 2 | TCW ETF TRUST | $90M | 2,285,970 |
| 3 | DIMENSIONAL ETF TRUST | $64M | 865,248 |
| 4 | VANGUARD INDEX FDS | $41M | 94,439 |
| 5 | ISHARES TR | $39M | 401,684 |
| 6 | SPDR SERIES TRUST | $31M | 367,076 |
| 7 | SCHWAB STRATEGIC TR | $29M | 879,957 |
| 8 | NUSHARES ETF TR | $28M | 1,250,326 |
| 9 | SPDR INDEX SHS FDS | $24M | 174,595 |
| 10 | MATTHEWS INTL FDS | $19M | 602,098 |
| 11 | MORGAN STANLEY ETF TRUST | $16M | 250,140 |
| 12 | MANAGER DIRECTED PORTFOLIOS | $16M | 1,514,648 |
| 13 | NUSHARES ETF TR | $12M | 265,032 |
| 14 | MICROSOFT CORP | $8M | 20,656 |
| 15 | JPMORGAN CHASE & CO | $7M | 24,128 |
| 16 | BANK NEW YORK MELLON CORP | $7M | 58,531 |
| 17 | DIMENSIONAL ETF TRUST | $7M | 203,134 |
| 18 | ABBVIE INC | $6M | 29,133 |
| 19 | VANGUARD SCOTTSDALE FDS | $6M | 75,273 |
| 20 | NOVARTIS AG | $6M | 39,922 |
| 21 | CAPITAL GROUP DIVIDEND VALUE | $6M | 143,333 |
| 22 | CISCO SYS INC | $6M | 77,740 |
| 23 | TRAVELERS COMPANIES INC | $6M | 19,858 |
| 24 | RTX CORPORATION | $6M | 29,656 |
| 25 | JOHNSON & JOHNSON | $6M | 22,632 |
| 26 | INTERNATIONAL BUSINESS MACHS | $5M | 21,823 |
| 27 | MERCK & CO INC | $5M | 43,418 |
| 28 | WELLTOWER INC | $5M | 26,275 |
| 29 | NVIDIA CORPORATION | $5M | 28,864 |
| 30 | ISHARES TR | $5M | 41,478 |
| 31 | NORTHERN TR CORP | $5M | 32,760 |
| 32 | AMERICAN ELEC PWR CO INC | $5M | 34,607 |
| 33 | COSTCO WHOLESALE CORPORATION | $4M | 4,505 |
| 34 | CHEVRON CORPORATION | $4M | 21,600 |
| 35 | PROCTER & GAMBLE CO | $4M | 30,597 |
| 36 | SCHWAB STRATEGIC TR | $4M | 82,825 |
| 37 | VANGUARD SCOTTSDALE FDS | $4M | 67,216 |
| 38 | APPLE INC | $4M | 15,479 |
| 39 | MEDTRONIC PLC | $4M | 44,969 |
| 40 | ROCKWELL AUTOMATION INC | $4M | 10,560 |
| 41 | J P MORGAN EXCHANGE TRADED F | $4M | 71,943 |
| 42 | PEPSICO INC | $4M | 24,248 |
| 43 | TOTALENERGIES SE | $4M | 38,791 |
| 44 | PROLOGIS INC. | $3M | 24,912 |
| 45 | ISHARES TR | $3M | 21,473 |
| 46 | PRUDENTIAL FINL INC | $3M | 31,731 |
| 47 | VANGUARD INDEX FDS | $3M | 4,942 |
| 48 | PFIZER INC | $3M | 103,702 |
| 49 | UNITED PARCEL SVCS INC | $3M | 27,499 |
| 50 | ALPHABET INC | $2M | 6,948 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.