StockDriftsStockDriftsTop 50 First Pacific Financial Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 11.59% | 2.07M | $97.3M | +3.33%(+66.86K) | $46.70(-1.04%) | 2026-06-30 | |
| FLXR | TCW ETF TRUST | 11.01% | 2.36M | $92.4M | +3.11%(+71.12K) | $39.35(-0.93%) | 2026-06-30 | |
| DFAW | DIMENSIONAL ETF TRUST | 9.22% | 934.5K | $77.4M | +8.00%(+69.25K) | $63.37(+35.87%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 5.82% | 567.0K | $48.8M | +0.06%(+356) | $46.55(+91.60%) | 2026-06-30 | |
| EFA | ISHARES TR | 5.1% | 411.9K | $42.8M | +2.53%(+10.18K) | $89.04(+22.03%) | 2026-06-30 | |
| MDYV | SPDR SERIES TRUST | 4.14% | 366.3K | $34.7M | -0.21%(-762) | $49.35(+97.34%) | 2026-06-30 | |
| FNDA | SCHWAB STRATEGIC TR | 4.02% | 886.0K | $33.7M | +0.69%(+6.04K) | $18.66(+105.46%) | 2026-06-30 | |
| GMF | SPDR INDEX SHS FDS | 3.36% | 179.6K | $28.2M | +2.84%(+4.97K) | $119.87(+31.24%) | 2026-06-30 | |
| EMSF | MATTHEWS INTL FDS | 2.74% | 540.4K | $23.0M | -10.25%(-61.70K) | $26.64(+49.41%) | 2026-06-30 | |
| CVMC | MORGAN STANLEY ETF TRUST | 2.32% | 255.9K | $19.5M | +2.32%(+5.81K) | $56.58(+39.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.22% | +33.89% | +5.65% | +31.60% |
| Top 20 Holdings Unweighted | +11.44% | +38.41% | +6.07% | +34.27% |
First Pacific Financial reports $839.27M in US-listed equity holdings across 510 positions in its most recent 13F filing. Its largest disclosed positions are JCPB (11.6%), FLXR (11.0%) and DFAW (9.2%). The top 20 holdings account for 70.89% of reported assets. Its disclosed equity book has returned +33.89% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First Pacific Financial’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1810089). View First Pacific Financial’s 13F filings on SEC