Pacific Center For Financial Services Portfolio Holdings

Pacific Center For Financial Services

  • $341 Million
  • Q3 2025

Pacific Center For Financial Services has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $341 Million distributed in 530 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $56.8M, Vanguard Total Stock Market Et with a value of $45.6M, Ishares Msci Usa Small Cap Mul with a value of $29.6M, Vanguard Mid Cap ETF with a value of $27M, and Ishares Msci Usa Min Vol Facto with a value of $22.7M.

Examining the 13F form we can see an increase of $21.4M in the current position value, from $319M to 341M.

Pacific Center For Financial Services is based out at San Ramon, CA

Below you can find more details about Pacific Center For Financial Services portfolio as well as his latest detailed transactions.

Portfolio value $341 Million
ETFs: $289 Million
Technology: $17 Million
Financial Services: $11.8 Million
Communication Services: $5.36 Million
Energy: $4.37 Million
Industrials: $3.6 Million
Consumer Defensive: $3.23 Million
Consumer Cyclical: $2.96 Million
Other: $3.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$56.8 Million 16.66% of portfolio
94,535
Q3 2025 Reduced 1.96%
$0
$45.6 Million 13.39% of portfolio
138,943
Q3 2025 Reduced 0.53%
$0
$29.6 Million 8.7% of portfolio
398,719
Q3 2025 Reduced 0.1%
$0
$27 Million 7.94% of portfolio
92,087
Q3 2025 Added 0.58%
$0
$22.7 Million 6.66% of portfolio
238,345
Q3 2025 Reduced 0.62%
$0
$16.1 Million 4.73% of portfolio
176,087
Q3 2025 Added 1.07%
$0
$15 Million 4.4% of portfolio
229,635
Q3 2025 Added 1.11%
$0
$14 Million 4.11% of portfolio
34,825
Q3 2025 Reduced 0.07%
$0
$9.15 Million 2.69% of portfolio
160,328
Q3 2025 Added 0.92%
$4.3T
$8.43 Million 2.48% of portfolio
33,109
Q3 2025 Reduced 0.11%
$0
$7.69 Million 2.26% of portfolio
12,910
Q3 2025 Reduced 0.77%
$0
$4.92 Million 1.45% of portfolio
34,930
Q3 2025 Added 2.63%
$662B
$4.29 Million 1.26% of portfolio
8,524
Q3 2025 Reduced 1.71%
$0
$4.21 Million 1.24% of portfolio
57,275
Q3 2025 Reduced 0.35%
$465B
$3.58 Million 1.05% of portfolio
19,166
Q2 2025 Added 0.01%
$0
$3.28 Million 0.96% of portfolio
4,917
Q3 2025 Added 2.95%
$0
$2.62 Million 0.77% of portfolio
12,500
Q3 2025 Added 10.08%
$3.78T
$2.49 Million 0.73% of portfolio
4,813
Q3 2025 Reduced 1.19%
$303B
$2.17 Million 0.64% of portfolio
13,946
Q3 2025 Reduced 0.58%
$0
$1.88 Million 0.55% of portfolio
3,078
Q3 2025 Added 5.7%
$533B
$1.72 Million 0.5% of portfolio
5,025
Q3 2025 Reduced 0.44%
$0
$1.54 Million 0.45% of portfolio
20,940
Q3 2025 Added 5.15%
$453B
$1.51 Million 0.44% of portfolio
2
Q1 2025 New
$0
$1.29 Million 0.38% of portfolio
4,742
Q3 2025 Added 22.09%
$0
$1.27 Million 0.37% of portfolio
21,090
Q3 2025 Added 0.1%
$1.74T
$1.26 Million 0.37% of portfolio
5,153
Q3 2025 Reduced 2.16%
$346B
$1.26 Million 0.37% of portfolio
8,226
Q3 2025 Added 0.02%
$130B
$1.19 Million 0.35% of portfolio
3,356
Q2 2025 Added 2.25%
$2.39T
$1.13 Million 0.33% of portfolio
5,137
Q3 2025 Reduced 0.43%
$0
$1.11 Million 0.33% of portfolio
23,211
Q3 2025 Added 0.04%
$0
$1.02 Million 0.3% of portfolio
8,552
Q3 2025 Added 0.72%
$0
$1.03 Million 0.3% of portfolio
9,852
Q3 2025 Reduced 4.87%
$881B
$1.04 Million 0.3% of portfolio
3,286
Q3 2025 Reduced 2.32%
$317B
$978,000 0.29% of portfolio
11,675
Q3 2025 Reduced 16.73%
$181B
$965,000 0.28% of portfolio
34,183
Q3 2025 Reduced 1.17%
$0
$909,000 0.27% of portfolio
24,889
Q3 2025 Added 49.82%
$61.6B
$922,000 0.27% of portfolio
32,580
Q3 2025 Added 13.37%
$404B
$878,000 0.26% of portfolio
949
Q2 2025 Reduced 0.94%
$0
$901,000 0.26% of portfolio
19,839
Q3 2025 Reduced 3.75%
$0
$848,000 0.25% of portfolio
3,267
Q3 2025 Reduced 2.33%
$1.65T
$856,000 0.25% of portfolio
3,525
Q1 2024 Added 5.54%
$0
$759,000 0.22% of portfolio
5,460
Q3 2025 Reduced 4.16%
$0
$732,000 0.21% of portfolio
14,437
Q3 2025 Added 14.36%
$140B
$700,000 0.21% of portfolio
1,871
Q1 2024 New
$1.37T
$648,000 0.19% of portfolio
883
Q1 2025 Added 0.11%
$0
$601,000 0.18% of portfolio
7,095
Q3 2025 Reduced 1.88%
$0
$602,000 0.18% of portfolio
10,466
Q3 2025 Added 1.14%
$490B
$620,000 0.18% of portfolio
5,503
Q3 2025 Added 0.04%
$0
$577,000 0.17% of portfolio
4,257
Q3 2025 Added 0.07%

Summary

  • Portfolio
  • No. of Stocks 530
  • Current Value $341 Million
  • Prior Value $319 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
Track This Portfolio

Track Pacific Center For Financial Services Portfolio

Follow Pacific Center For Financial Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Center For Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Center For Financial Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email