Universe · entity

First Pacific Financial

Institutional manager (13F) · CIK 1810089
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $677M
#IssuerValueShares
1J P MORGAN EXCHANGE TRADED F$94M2,005,687
2TCW ETF TRUST$90M2,285,970
3DIMENSIONAL ETF TRUST$64M865,248
4VANGUARD INDEX FDS$41M94,439
5ISHARES TR$39M401,684
6SPDR SERIES TRUST$31M367,076
7SCHWAB STRATEGIC TR$29M879,957
8NUSHARES ETF TR$28M1,250,326
9SPDR INDEX SHS FDS$24M174,595
10MATTHEWS INTL FDS$19M602,098
11MORGAN STANLEY ETF TRUST$16M250,140
12MANAGER DIRECTED PORTFOLIOS$16M1,514,648
13NUSHARES ETF TR$12M265,032
14MICROSOFT CORP$8M20,656
15JPMORGAN CHASE & CO$7M24,128
16BANK NEW YORK MELLON CORP$7M58,531
17DIMENSIONAL ETF TRUST$7M203,134
18ABBVIE INC$6M29,133
19VANGUARD SCOTTSDALE FDS$6M75,273
20NOVARTIS AG$6M39,922
21CAPITAL GROUP DIVIDEND VALUE$6M143,333
22CISCO SYS INC$6M77,740
23TRAVELERS COMPANIES INC$6M19,858
24RTX CORPORATION$6M29,656
25JOHNSON & JOHNSON$6M22,632
26INTERNATIONAL BUSINESS MACHS$5M21,823
27MERCK & CO INC$5M43,418
28WELLTOWER INC$5M26,275
29NVIDIA CORPORATION$5M28,864
30ISHARES TR$5M41,478
31NORTHERN TR CORP$5M32,760
32AMERICAN ELEC PWR CO INC$5M34,607
33COSTCO WHOLESALE CORPORATION$4M4,505
34CHEVRON CORPORATION$4M21,600
35PROCTER & GAMBLE CO$4M30,597
36SCHWAB STRATEGIC TR$4M82,825
37VANGUARD SCOTTSDALE FDS$4M67,216
38APPLE INC$4M15,479
39MEDTRONIC PLC$4M44,969
40ROCKWELL AUTOMATION INC$4M10,560
41J P MORGAN EXCHANGE TRADED F$4M71,943
42PEPSICO INC$4M24,248
43TOTALENERGIES SE$4M38,791
44PROLOGIS INC.$3M24,912
45ISHARES TR$3M21,473
46PRUDENTIAL FINL INC$3M31,731
47VANGUARD INDEX FDS$3M4,942
48PFIZER INC$3M103,702
49UNITED PARCEL SVCS INC$3M27,499
50ALPHABET INC$2M6,948
All filings on EDGAR ↗

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