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 Market Cap. of $10 Billions to $200 Billions
