Pacific Center For Financial Services Portfolio Holdings

Pacific Center For Financial Services

  • $319 Million
  • Q2 2025

Pacific Center For Financial Services has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $319 Million distributed in 504 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 $53.2M, Vanguard Total Stock Market Et with a value of $42.5M, Ishares Msci Usa Small Cap Mul with a value of $27.1M, Vanguard Mid Cap ETF with a value of $25.6M, and Ishares Msci Usa Min Vol Facto with a value of $22.5M.

Examining the 13F form we can see an decrease of $8.44M in the current position value, from $328M to 319M.

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 $319 Million
ETFs: $271 Million
Technology: $14.7 Million
Financial Services: $11.6 Million
Communication Services: $4.93 Million
Energy: $4.01 Million
Consumer Defensive: $3.43 Million
Industrials: $3.39 Million
Consumer Cyclical: $2.95 Million
Other: $3.53 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.2 Million 16.66% of portfolio
96,426
Q2 2025 Reduced 0.99%
$0
$42.5 Million 13.3% of portfolio
139,683
Q2 2025 Reduced 0.26%
$0
$27.1 Million 8.5% of portfolio
399,104
Q2 2025 Reduced 1.07%
$0
$25.6 Million 8.03% of portfolio
91,556
Q2 2025 Reduced 0.6%
$0
$22.5 Million 7.05% of portfolio
239,832
Q2 2025 Reduced 0.51%
$0
$15.5 Million 4.86% of portfolio
174,231
Q2 2025 Reduced 0.6%
$0
$14.1 Million 4.41% of portfolio
227,122
Q2 2025 Reduced 1.33%
$0
$12.8 Million 4.0% of portfolio
34,850
Q2 2025 Reduced 0.37%
$0
$9.03 Million 2.83% of portfolio
158,873
Q2 2025 Reduced 76.35%
$0
$7.37 Million 2.31% of portfolio
13,010
Q2 2025 Reduced 0.45%
$0
$4.54 Million 1.42% of portfolio
34,035
Q2 2025 Added 4.6%
$0
$4.19 Million 1.31% of portfolio
57,476
Q2 2025 Added 0.12%
$0
$2.95 Million 0.92% of portfolio
4,776
Q2 2025 Reduced 1.49%
$0
$2.6 Million 0.81% of portfolio
62,769
Q2 2025 Added 0.19%
$0
$2.19 Million 0.69% of portfolio
11,355
Q2 2025 Reduced 2.51%
$0
$1.65 Million 0.52% of portfolio
2,912
Q2 2025 Added 4.45%
$0
$1.32 Million 0.41% of portfolio
21,069
Q2 2025 Reduced 2.38%
$0
$1.06 Million 0.33% of portfolio
23,201
Q2 2025 Reduced 2.32%
$106B
$1.02 Million 0.32% of portfolio
3,356
Q2 2025 Added 2.25%
$0
$1.02 Million 0.32% of portfolio
10,356
Q2 2025 Reduced 22.09%
$0
$927,000 0.29% of portfolio
8,491
Q2 2025 Reduced 8.72%
$0
$927,000 0.29% of portfolio
3,884
Q2 2025 Reduced 2.44%
$0
$838,000 0.26% of portfolio
20,612
Q2 2025 Added 0.11%
$0
$830,000 0.26% of portfolio
3,345
Q2 2025 Added 1.15%
$0
$767,000 0.24% of portfolio
5,697
Q2 2025 Reduced 1.83%
$0
$640,000 0.2% of portfolio
12,624
Q2 2025 Reduced 0.16%
$0
$607,000 0.19% of portfolio
7,231
Q2 2025 Added 5.73%
$0
$573,000 0.18% of portfolio
16,613
Q2 2025 Added 5.8%
$0
$562,000 0.18% of portfolio
10,348
Q2 2025 Added 1.52%
$0
$539,000 0.17% of portfolio
4,254
Q2 2025 Added 0.05%
$0
$524,000 0.16% of portfolio
17,090
Q2 2025 Added 1.75%
$0
$414,000 0.13% of portfolio
2,276
Q2 2025 Added 1.56%
$0
$336,000 0.11% of portfolio
3,971
Q2 2025 Reduced 2.74%
$0
$361,000 0.11% of portfolio
4,360
Q2 2024 Added 0.02%
$0
$357,000 0.11% of portfolio
812
Q4 2024 Reduced 2.52%
$0
$355,000 0.11% of portfolio
1,405
Q2 2024 Added 7.33%
$0
$321,000 0.1% of portfolio
6,320
Q2 2025 Added 0.13%
$0
$280,000 0.09% of portfolio
708
Q4 2020 New
$0
$285,000 0.09% of portfolio
673
Q1 2023 New
$0
$289,000 0.09% of portfolio
2,177
Q2 2025 Added 0.69%
$0
$258,000 0.08% of portfolio
4,934
Q2 2025 Added 0.24%
$0
$258,000 0.08% of portfolio
9,738
Q2 2025 Added 0.99%
$0
$270,000 0.08% of portfolio
4,379
Q2 2025 Reduced 3.01%
$0
$221,000 0.07% of portfolio
630
Q1 2023 New
$0
$218,000 0.07% of portfolio
329
Q1 2024 Added 28.02%
$0
$198,000 0.06% of portfolio
1,209
Q1 2025 Added 0.17%
$0
$190,000 0.06% of portfolio
1,012
Q4 2020 New
$0
$192,000 0.06% of portfolio
4,551
Q2 2025 Added 0.04%
$0
$207,000 0.06% of portfolio
1,875
Q2 2025 Added 215.13%

Summary

  • Portfolio
  • No. of Stocks 504
  • Current Value $319 Million
  • Prior Value $328 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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