PACIFIC FINANCIAL GROUP INC

Q3 2025 13F Holdings

  • Location
    nashville, TN
  • Num holdings

    61

  • Value ($000)

    $135,030

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001279926
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$21.88M
16 %

32,685

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$14.62M
11 %

24,353

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$11.48M
9 %

95,081

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$6.29M
5 %

52,963

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$5.96M
4 %

28,871

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$5.28M
4 %

7,930

I
IMCB

ISHARES TR

MRGSTR MD CP ETF
464288208
$4.99M
4 %

60,115

D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$4.91M
4 %

72,150

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$4.74M
4 %

72,617

S
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
78464A508
$4.72M
4 %

85,307

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