StockDriftsStockDriftsTop 50 Pacific Financial Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.73% | 32.7K | $24.5M | +1.79%(+576) | $421.81(+84.66%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 7.21% | 20.4K | $15.0M | -6.34%(-1.38K) | $526.43(+39.15%) | 2026-06-30 | |
| IVW | ISHARES TR | 5.74% | 87.1K | $12.0M | -4.08%(-3.70K) | $60.34(+134.71%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.38% | 12.2K | $9.1M | -15.73%(-2.28K) | $480.91(+61.23%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.79% | 53.3K | $7.9M | -1.74%(-944) | $83.44(+79.73%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.17% | 76.7K | $6.6M | -14.94%(-13.47K) | $63.56(+40.31%) | 2026-06-30 | |
| IMCB | ISHARES TR | 3.05% | 65.8K | $6.4M | -1.38%(-918) | $55.95(+80.37%) | 2026-06-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3% | 69.5K | $6.3M | +21.88%(+12.47K) | $75.54(+16.28%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.79% | 25.6K | $5.8M | -4.79%(-1.29K) | $128.64(+84.33%) | 2026-06-30 | |
| DGRO | ISHARES TR | 2.74% | 75.6K | $5.7M | -0.92%(-701) | $55.31(+43.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.89% | +59.69% | +9.58% | +58.00% |
| Top 20 Holdings Unweighted | +14.36% | +49.55% | +7.85% | +45.90% |
Pacific Financial Group INC reports $208.63M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are IVV (11.7%), QQQ (7.2%) and IVW (5.7%). The top 20 holdings account for 68.81% of reported assets. Its disclosed equity book has returned +59.69% 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 Financial Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1279926). View Pacific Financial Group INC’s 13F filings on SEC