Pacific Financial Group Inc Portfolio Holdings

Pacific Financial Group Inc has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $128 Million distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $19.2M, Invesco Qqq Trust, Series 1 with a value of $14.2M, Ishares S&P 500 Growth ETF with a value of $11M, Ishares Core S&P Sm Cap ETF with a value of $6.9M, and Ishares S&P 500 Value ETF with a value of $5.63M.

Examining the 13F form we can see an increase of $3.7M in the current position value, from $124M to 128M.

Below you can find more details about Pacific Financial Group Inc portfolio as well as his latest detailed transactions.