Pacific Center for Financial Services

Q3 2025 13F Holdings

  • Location
    san ramon, CA
  • Num holdings

    475

  • Value ($000)

    $392,110

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001698222
  • 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
N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$56.76M
15 %

94,535

V
VUSB

VANGUARD BD INDEX FDS

VANGUARD ULTRA
92203C303
$50.09M
13 %

1,001,837

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$45.60M
12 %

138,943

S
SMLF

ISHARES TR

US SML CAP EQT
46434V290
$29.64M
8 %

398,719

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$27.05M
7 %

92,087

U
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$22.68M
6 %

238,345

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$16.10M
4 %

176,087

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$14.99M
4 %

229,635

M
MGK

VANGUARD WORLD FD

MEGA GRWTH IND
921910816
$14.01M
4 %

34,825

J
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
46641Q332
$9.15M
2 %

160,328

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