Pacific Park Financial, Inc.

Q1 2026 13F Holdings

  • Location
    lagina hills, CA
  • Num holdings

    73

  • Value ($000)

    $153,181

  • Date Filed
    04/21/2026
  • Form type
    13F-HR
  • CIK
    0002107255
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$28.23M
18 %

88,005

VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
$15.78M
10 %

114,060

SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
$15.46M
10 %

665,693

IAU

ISHARES GOLD TR

ISHARES NEW
$6.54M
4 %

74,199

BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
$5.94M
4 %

75,734

PTLC

PACER FDS TR

TRENDP US LAR CP
$4.57M
3 %

87,089

IXUS

ISHARES TR

CORE MSCI TOTAL
$4.3M
3 %

49,643

AGG

ISHARES TR

CORE US AGGBD ET
$4.05M
3 %

40,792

SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$3.91M
3 %

155,835

IEI

ISHARES TR

3 7 YR TREAS BD
$3.72M
2 %

31,379

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