Top 50 Pacific Center for Financial Services Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 13.94% | 84.8K | $62.5M | -2.38%(-2.07K) | $129.86(+455.07%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FDS | 13.58% | 1.22M | $60.9M | +8.77%(+98.59K) | $49.68(-0.02%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 10.76% | 130.3K | $48.2M | +0.26%(+336) | $142.53(+168.05%) | 2026-06-30 | |
| SMLF | ISHARES TR | 7.53% | 378.8K | $33.8M | +0.14%(+515) | $61.48(+46.26%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 6.53% | 363.5K | $29.3M | +0.80%(+2.87K) | $59.60(+39.30%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 6.34% | 332.6K | $28.4M | +3.08%(+9.93K) | $75.06(+16.27%) | 2026-06-30 | |
| USMV | ISHARES TR | 4.92% | 228.7K | $22.1M | -1.01%(-2.34K) | $71.20(+41.75%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.75% | 218.1K | $16.8M | +0.91%(+1.98K) | $42.65(+82.66%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 3.3% | 168.1K | $14.8M | -1.20%(-2.05K) | $33.70(+168.34%) | 2026-06-30 | |
| SHV | ISHARES TR | 2.21% | 89.8K | $9.9M | +34.82%(+23.19K) | $110.30(-0.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.43% | +42.11% | +5.97% | +33.61% |
| Top 20 Holdings Unweighted | +12.03% | +40.60% | +5.61% | +31.36% |
Pacific Center for Financial Services reports $448.19M in US-listed equity holdings across 500 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (13.9%), VUSB (13.6%) and VTI (10.8%). The top 20 holdings account for 84.54% of reported assets. Its disclosed equity book has returned +42.11% 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 Pacific Center for Financial Servicesโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1698222). View Pacific Center for Financial Servicesโs 13F filings on SEC