Pacific Center for Financial Services

Est. AUM

$394.3M

13F long equity, this entity only

Positions

513

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$55.9M	1123799	14.19%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$50.2M	86913	12.72%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$41.7M	129948	10.57%	SOLE
4	ISHARES TR	US SML CAP EQT	$28.6M	378287	7.24%	SOLE
5	VANGUARD INDEX FDS	MID CAP ETF	$25.9M	90146	6.57%	SOLE
6	VANGUARD STAR FDS	VG TL INTL STK F	$24.9M	322650	6.31%	SOLE
7	ISHARES TR	MSCI USA MIN VOL	$21.4M	231033	5.43%	SOLE
8	ISHARES TR	CORE S&P MCP ETF	$14.6M	216131	3.70%	SOLE
9	VANGUARD WORLD FD	MEGA GRWTH IND	$12.5M	34027	3.17%	SOLE
10	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$8.8M	154667	2.22%	SOLE
11	APPLE INC	COM	$8.2M	32174	2.07%	SOLE
12	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$7.6M	12353	1.93%	SOLE
13	ISHARES TR	TRUST ISHARE 0-1	$7.4M	66600	1.86%	SOLE
14	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.2M	35262	1.32%	SOLE
15	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$3.7M	50841	0.94%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.5M	7265	0.88%	SOLE
17	CHEVRON CORPORATION	COM	$3.4M	16285	0.85%	SOLE
18	VANGUARD INDEX FDS	REAL ESTATE ETF	$3.1M	35052	0.79%	SOLE
19	NVIDIA CORPORATION	COM	$3.0M	16989	0.75%	SOLE
20	VANGUARD INDEX FDS	EXTEND MKT ETF	$2.6M	12764	0.67%	SOLE
21	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.5M	3794	0.63%	SOLE
22	MICROSOFT CORP	COM	$1.8M	4804	0.45%	SOLE
23	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	2905	0.44%	SOLE
24	ISHARES TR	ISHARES SEMICDTR	$1.6M	4766	0.40%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.36%	SOLE
26	ALPHABET INC	CAP STK CL C	$1.4M	4972	0.36%	SOLE
27	SPDR GOLD TR	GOLD SHS	$1.3M	3127	0.34%	SOLE
28	PROCTER & GAMBLE CO	COM	$1.3M	8879	0.33%	SOLE
29	VISA INC	COM CL A	$1.3M	4154	0.32%	SOLE
30	ISHARES TR	U.S. MED DVC ETF	$1.1M	21092	0.29%	SOLE
31	INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	$1.1M	23216	0.28%	SOLE
32	AT&T INC	COM	$1.0M	35040	0.26%	SOLE
33	ALPHABET INC	CAP STK CL A	$1.0M	3525	0.26%	SOLE
34	AMAZON COM INC	COM	$996K	4780	0.25%	SOLE
35	KINDER MORGAN INC DEL	COM	$976K	29100	0.25%	SOLE
36	EXXON MOBIL CORP	COM	$922K	5433	0.23%	SOLE
37	JPMORGAN CHASE & CO	COM	$919K	3124	0.23%	SOLE
38	COSTCO WHOLESALE CORPORATION	COM	$912K	915	0.23%	SOLE
39	INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$888K	19356	0.23%	SOLE
40	VANGUARD WORLD FD	HEALTH CAR ETF	$884K	3246	0.22%	SOLE
41	WELLS FARGO & CO	COM	$863K	10845	0.22%	SOLE
42	ISHARES TR	INTL SEL DIV ETF	$862K	20250	0.22%	SOLE
43	ISHARES TR	CORE S&P SCP ETF	$844K	6786	0.21%	SOLE
44	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$723K	6996	0.18%	SOLE
45	ISHARES TR	ULTRA SHORT DUR	$691K	13656	0.18%	SOLE
46	JPMORGAN CHASE FINL CO LLC	CAL LKD 44	$684K	19790	0.17%	SOLE
47	SELECT SECTOR SPDR TR	STATE STREET HEA	$676K	4609	0.17%	SOLE
48	EATON CORP PLC	SHS	$673K	1881	0.17%	SOLE
49	ISHARES TR	PFD AND INCM SEC	$667K	21991	0.17%	SOLE
50	ISHARES TR	MSCI EAFE MIN VL	$658K	7206	0.17%	SOLE

1–50 of 513

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.