Pacific Center for Financial Services

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 511Value: $377.0MLatest: 2025Q1

Pacific Center for Financial Services is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 511 holdings worth $0.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NWFL",
  "INVA",
  "GTX",
  "MPWR",
  "POOL",
  null,
  "RJF",
  "BROS",
  "ENTG",
  "OLLI",
  null,
  "PCG",
  "SNOW",
  "MPLX",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "BABA",
  null,
  "GOOGL",
  "AVT",
  "VYX",
  null,
  null,
  "AXP",
  "AEG",
  null,
  "TEAM",
  "MODG",
  "ASML",
  "T",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "THRM",
  "FUL",
  "GME",
  "BYD",
  "BSX",
  "HRB",
  null,
  "CSQ",
  null,
  null,
  null,
  "LXP",
  "COF",
  null,
  "LNC",
  null,
  "D",
  "NTCT",
  "M",
  "ROKU",
  "ESS",
  "REZI",
  "PAGP",
  "RUM",
  null,
  null,
  "ALGT",
  "FITB",
  null,
  "TBPH",
  "ADEA",
  null,
  "GILD",
  "GIS",
  "HLT",
  "AIV",
  "HON",
  "HD",
  "HPQ",
  "AZN",
  "MCD",
  null,
  null,
  "FBIN",
  "UNP",
  "QCOM",
  null,
  "ISRG",
  null,
  "HWM",
  "RIVN",
  "EMR",
  "BKNG",
  null,
  "META",
  null,
  null,
  "IJH",
  null,
  "ROG",
  "SVV",
  null,
  "RGR",
  "IONQ",
  null,
  "KMI",
  null,
  null,
  null,
  "LRCX",
  "LIN",
  null,
  null,
  null,
  null,
  null,
  "MMC",
  "MRVL",
  "MA",
  null,
  "BMI",
  "MSFT",
  "MDLZ",
  "TMUS",
  "DXC",
  "EQIX",
  "EVRG",
  null,
  "FTV",
  "GE",
  "GPC",
  "NVS",
  "OXY",
  "ORLY",
  "SMR",
  "ALK",
  "BX",
  "HSY",
  "FAST",
  "IJR",
  "KKR",
  "KR",
  "ORCL",
  "KHC",
  "OKE",
  null,
  "DASH",
  "VHT",
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PEP",
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  null,
  "AMGN",
  "MSTR",
  "PARA",
  "SLVM",
  "IEFA",
  "RY",
  null,
  null,
  "NOW",
  "SHOP",
  "SPG",
  "SRE",
  "O",
  "ROST",
  "SNA",
  "RTX",
  "GLD",
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TGT",
  "TMO",
  "TJX",
  "TWLO",
  "UBER",
  "UAL",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "DTM",
  "NATL",
  "VXF",
  "VOE",
  "MRNA",
  "FDMT",
  "XPER",
  "ALC",
  null,
  null,
  "ACWV",
  null,
  "PNW",
  "STAG",
  null,
  null,
  "IWV",
  "SBAC",
  null,
  "PRF",
  null,
  "VCIT",
  "EME",
  "VIG",
  null,
  "TRGP",
  "TEF",
  null,
  "TSCO",
  "ULTA",
  "MTD",
  null,
  "GSK",
  null,
  "RMD",
  null,
  null,
  null,
  "VYM",
  "DD",
  "VRT",
  "SAIA",
  "QLYS",
  "ARE",
  "VNT",
  "GM",
  "WTS",
  "STWD",
  null,
  "AFL",
  "APH",
  "AMD",
  "VFC",
  "EL",
  "WAB",
  "IP",
  "F",
  "GNRC",
  "DECK",
  "EQR",
  "DEO",
  "WM",
  "IWR",
  "CAH",
  "AEP",
  "CURB",
  "INVH",
  null,
  "RHP",
  "PEG",
  "NVO",
  "AMZN",
  "SCHB",
  null,
  "TTWO",
  "LUV",
  null,
  "ESGD",
  "KD",
  "REXR",
  null,
  null,
  "NWSA",
  "TDC",
  null,
  null,
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "MGK",
  "VOOV",
  "VXUS",
  "VOOG",
  "VBK",
  "MGV",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VLTO",
  "VTV",
  "VREX",
  "VTRS",
  "V",
  null,
  "WBD",
  "WMT",
  "WABC",
  "WDC",
  "WFC",
  "WST",
  "WSM",
  "WHR",
  "WPM",
  "WH",
  "WDAY",
  "YUMC",
  "YUM",
  "ZBRA",
  "IUSG",
  "SOLV",
  "DTE",
  "SCHD",
  "ET",
  "DVY",
  "JNPR",
  "MSCI",
  "EIX",
  "KIM",
  "NOK",
  "LUMN",
  null,
  "MFC",
  "MGM",
  null,
  null,
  "PPL",
  "OTIS",
  "PSX",
  "CRM",
  "SNAP",
  "TDY",
  "DIA",
  null,
  null,
  null,
  "TNL",
  "IUSV",
  "GEV",
  "GAP",
  "MCK",
  "NVT",
  "PSA",
  "PAYC",
  "FDX",
  null,
  "STE",
  "LULU",
  "ADP",
  "BAC",
  "BANF",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BYND",
  "BMRN",
  "TECH",
  "BXMT",
  "BA",
  "BAH",
  null,
  "BHF",
  "BMY",
  "CHRW",
  "AI",
  "CARR",
  "CCL",
  "CELH",
  "CAKE",
  "CHGG",
  "CRL",
  "CVX",
  "CHTR",
  "CMG",
  "CHD",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COLB",
  "COP",
  "COO",
  "CPRT",
  "ED",
  "COST",
  "CTVA",
  "CR",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DB",
  "DVN",
  null,
  null,
  "DLB",
  "DIOD",
  "DLR",
  "DCI",
  "RSP",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 511
Total Value: 377009667
Accession Number: 0001398344-25-009592
Form Type: 13F-HR
CIK: pacific-center-for-financial-services
Manager Name: Pacific-Center-For-Financial-Services

Data Enrichment

81% identified

413 identified98 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

511 positions • $377.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 24

Sort by:

92203C303

VUSB|92203C303

Shares:971.0K

Value:$48.4M

% of Portfolio:12.8% ($48.4M/$377.0M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:97.4K

Value:$45.7M

% of Portfolio:12.1% ($45.7M/$377.0M)

922908769

VTI|922908769

Shares:140.0K

Value:$38.5M

% of Portfolio:10.2% ($38.5M/$377.0M)

46641Q332

Shares:671.8K

Value:$38.4M

% of Portfolio:10.2% ($38.4M/$377.0M)

46434V290

Shares:403.4K

Value:$25.1M

% of Portfolio:6.7% ($25.1M/$377.0M)

922908629

VO|922908629

Shares:92.1K

Value:$23.8M

% of Portfolio:6.3% ($23.8M/$377.0M)

46429B697

USMV|46429B697

Shares:241.1K

Value:$22.6M

% of Portfolio:6.0% ($22.6M/$377.0M)

922908553

VNQ|922908553

Shares:175.3K

Value:$15.9M

% of Portfolio:4.2% ($15.9M/$377.0M)

464287507

IJH|464287507

Shares:230.2K

Value:$13.4M

% of Portfolio:3.6% ($13.4M/$377.0M)

921910816

MGK|921910816

Shares:35.0K

Value:$10.8M

% of Portfolio:2.9% ($10.8M/$377.0M)

Apple Inc.

AAPL|037833100

Shares:33.3K

Value:$7.4M

% of Portfolio:2.0% ($7.4M/$377.0M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:13.1K

Value:$7.0M

% of Portfolio:1.8% ($7.0M/$377.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:8.8K

Value:$4.7M

% of Portfolio:1.2% ($4.7M/$377.0M)

46138E354

Shares:57.4K

Value:$4.3M

% of Portfolio:1.1% ($4.3M/$377.0M)

921946406

VYM|921946406

Shares:32.5K

Value:$4.2M

% of Portfolio:1.1% ($4.2M/$377.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:4.8K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$377.0M)

81369Y860

Shares:62.6K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$377.0M)

CHEVRON CORP

CVX|166764100

Shares:14.7K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$377.0M)

NVIDIA CORP

NVDA|67066G104

Shares:19.2K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$377.0M)

922908652

VXF|922908652

Shares:11.6K

Value:$2.0M

% of Portfolio:0.5% ($2.0M/$377.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VUSBcusip92203C303)	971.0K	QoQ +6.97% (+63.3K) YoY +26.73% (+204.8K)	All Managers (Combined)	$48.4M	12.8% ($48.4M/$377.0M)	QoQ +7.47% (+$3.4M) YoY +27.51% (+$10.4M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	97.4K	QoQ -3.03% (-3.0K) YoY -5.18% (-5.3K)	All Managers (Combined)	$45.7M	12.1% ($45.7M/$377.0M)	QoQ -11.06% (-$5.7M) YoY +0.12% (-$58.9K)
(VTIcusip922908769)	140.0K	QoQ -1.01% (-1.4K) YoY +2.33% (+3.2K)	All Managers (Combined)	$38.5M	10.2% ($38.5M/$377.0M)	QoQ -6.13% (-$2.5M) YoY +8.21% (+$2.9M)
(cusip46641Q332)✕	671.8K	QoQ +0.43% (-2.9K) YoY +4.83% (+31.0K)	All Managers (Combined)	$38.4M	10.2% ($38.4M/$377.0M)	QoQ -0.24% (-$95.1K) YoY +3.52% (+$1.3M)
(cusip46434V290)✕	403.4K	QoQ -1.03% (-4.2K) YoY +6.44% (+24.4K)	All Managers (Combined)	$25.1M	6.7% ($25.1M/$377.0M)	QoQ -8.86% (-$2.4M) YoY +4.06% (+$979.7K)
(VOcusip922908629)	92.1K	QoQ +444.68% (+75.2K) YoY +417.71% (+74.3K)	All Managers (Combined)	$23.8M	6.3% ($23.8M/$377.0M)	QoQ +433.33% (+$19.4M) YoY +435.86% (+$19.4M)
(USMVcusip46429B697)	241.1K	QoQ +83.44% (+109.7K) YoY +86.49% (+111.8K)	All Managers (Combined)	$22.6M	6.0% ($22.6M/$377.0M)	QoQ +93.51% (+$10.9M) YoY +108.98% (+$11.8M)
(VNQcusip922908553)	175.3K	QoQ -0.18% (-331) YoY +4.62% (+7.8K)	All Managers (Combined)	$15.9M	4.2% ($15.9M/$377.0M)	QoQ +1.44% (-$226.4K) YoY +9.53% (+$1.4M)
(IJHcusip464287507)	230.2K	QoQ -1.32% (-3.1K) YoY +9.08% (+19.2K)	All Managers (Combined)	$13.4M	3.6% ($13.4M/$377.0M)	QoQ -7.59% (-$1.1M) YoY +4.79% (+$614.4K)
(MGKcusip921910816)	35.0K	QoQ -3.06% (-1.1K) YoY -5.36% (-2.0K)	All Managers (Combined)	$10.8M	2.9% ($10.8M/$377.0M)	QoQ -12.81% (-$1.6M) YoY +1.98% (-$210.2K)
Apple Inc.(AAPLcusip037833100)	33.3K	QoQ +0.01% (-4) YoY +11.61% (+3.5K)	All Managers (Combined)	$7.4M	2.0% ($7.4M/$377.0M)	QoQ -11.28% (-$942.4K) YoY +44.57% (+$2.3M)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	13.1K	QoQ -1.89% (-253) YoY -7.18% (-1.0K)	All Managers (Combined)	$7.0M	1.8% ($7.0M/$377.0M)	QoQ -8.11% (-$615.8K) YoY -11.00% (-$862.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	8.8K	QoQ +0.01% (+1) YoY +5.21% (+436)	All Managers (Combined)	$4.7M	1.2% ($4.7M/$377.0M)	QoQ +17.50% (+$697.9K) YoY +33.25% (+$1.2M)
(cusip46138E354)✕	57.4K	QoQ -14.27% (-9.6K) YoY -16.21% (-11.1K)	All Managers (Combined)	$4.3M	1.1% ($4.3M/$377.0M)	QoQ -8.49% (-$398.2K) YoY -4.95% (-$223.8K)
(VYMcusip921946406)	32.5K	QoQ +5.92% (+1.8K) YoY +25.41% (+6.6K)	All Managers (Combined)	$4.2M	1.1% ($4.2M/$377.0M)	QoQ +7.05% (+$276.7K) YoY +33.67% (+$1.1M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	4.8K	QoQ -79.37% (-18.7K) YoY -78.65% (-17.9K)	All Managers (Combined)	$2.7M	0.7% ($2.7M/$377.0M)	QoQ -80.31% (-$11.1M) YoY -77.17% (-$9.2M)
(cusip81369Y860)✕	62.6K	QoQ +2.79% (+1.7K) YoY +12.88% (+7.1K)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$377.0M)	QoQ +5.77% (+$143.2K) YoY +19.50% (+$427.9K)
CHEVRON CORP(CVXcusip166764100)	14.7K	QoQ -2.37% (-357) YoY -3.38% (-515)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$377.0M)	QoQ +12.75% (-$278.4K) YoY +2.46% (-$59.2K)
NVIDIA CORP(NVDAcusip67066G104)	19.2K	QoQ -0.01% (-3) YoY +905.50% (+17.3K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$377.0M)	QoQ -19.30% (-$497.0K) YoY +20.63% (+$355.3K)
(VXFcusip922908652)	11.6K	QoQ +0.04% (-5) YoY +1.21% (-140)	All Managers (Combined)	$2.0M	0.5% ($2.0M/$377.0M)	QoQ -9.28% (-$205.4K) YoY -0.51% (-$10.4K)