Q2 2026 13F · SEC CIK 1698222

Pacific Center for Financial Services

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $448.2M
Reported positions: 500
Top holdings a year, 3 yrs: +12.8%
Assets under management: $1.1B

Pacific Center for Financial Services is a wealth manager that reported 500 positions worth $448.2M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Invesco Qqq Tr (QQQ, 13.9%), Vanguard Bd Index Fds (VUSB, 13.6%), Vanguard Index Fds (VTI, 10.8%). A portfolio copying its top holdings returned 12.8% a year over the last 3 years, against 20.4% for the S&P 500.

Pacific Center for Financial Services holdings largest 50 of 500 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pacific Center for Financial Services 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
QQQInvesco Qqq Tr	13.9%	12.7%	84,842	-2.4%	$62.5M
VUSBVanguard Bd Index Fds	13.6%	14.2%	1,222,387	+8.8%	$60.9M
VTIVanguard Index Fds	10.8%	10.6%	130,284	+0.3%	$48.2M
SMLFIshares Tr	7.5%	7.2%	378,802	+0.1%	$33.8M
VOVanguard Index Fds	6.5%	6.6%	363,455	+303.2%	$29.3M
VXUSVanguard Star Fds Vanguard Total Intl St	6.3%	6.3%	332,583	+3.1%	$28.4M
USMVIshares Msci USA Min Volfctr ETF	4.9%	5.4%	228,692	-1.0%	$22.1M
IJHIshares Tr	3.8%	3.7%	218,106	+0.9%	$16.8M
MGKVanguard World Fd	3.3%	3.2%	168,086	+394.0%	$14.8M
SHVIshares Tr	2.2%	1.9%	89,793	+34.8%	$9.9M
AAPLApple Inc	2.1%	2.1%	32,078	-0.3%	$9.3M
JEPIJpmorgan Equity Premium Income ETF	1.9%	2.2%	154,440	-0.1%	$8.7M
MDYState Street Spdr S&p Midcap 400 ETF Tru	1.9%	1.9%	12,312	-0.3%	$8.7M
VYMVym	1.2%	1.3%	35,320	+0.2%	$5.6M
SPLVInvesco Exch Traded Fd Tr II	0.8%	0.9%	50,777	-0.1%	$3.8M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.9%	7,209	-0.8%	$3.6M
NVDANvidia Corporation Com	0.8%	0.8%	16,993	+0.0%	$3.4M
VNQVanguard Real Estate ETF	0.7%	0.8%	34,513	-1.5%	$3.3M
VXFVanguard Index Fds	0.7%	0.7%	12,759	-0.0%	$3.1M
SPYSpdr S&p 500 ETF Tr	0.6%	0.6%	3,781	-0.3%	$2.8M
CVXChevron Corp New	0.6%	0.9%	16,208	-0.5%	$2.7M
SOXXIshares Semiconductor ETF	0.6%	0.4%	4,056	-14.9%	$2.6M
VOOVanguard S&p 500 ETF	0.5%	0.4%	3,022	+4.0%	$2.1M
MSFTMicrosoft Corp	0.4%	0.5%	4,804	+0.0%	$1.8M
GOOGAlphabet Inc	0.4%	0.4%	4,972	+0.0%	$1.8M
BRK-ABerkshire Hathaway Inc Del	0.3%	0.4%	2	+0.0%	$1.5M
RPGInvesco Exchange Traded Fd T	0.3%	0.3%	23,094	-0.5%	$1.5M
VVisa Inc Com Cl A	0.3%	0.3%	4,103	-1.2%	$1.4M
PGProcter & Gamble Co Com	0.3%	0.3%	8,841	-0.4%	$1.3M
GOOGLAlphabet Inc	0.3%	0.3%	3,525	+0.0%	$1.3M
GLDSpdr Gold Shares	0.3%	0.3%	3,190	+2.0%	$1.2M
AMZNAmazon Com Inc Com	0.2%	0.3%	4,683	-2.0%	$1.1M
PRFZInvesco Exchange Traded Fd T	0.2%	0.2%	19,372	+0.1%	$1.1M
IHIIshares Tr	0.2%	0.3%	21,093	+0.0%	$1.0M
JPMJpmorgan Chase & Co	0.2%	0.2%	3,126	+0.1%	$1.0M
IJRIshares Core S&p Small Cap ETF	0.2%	0.2%	6,788	+0.0%	$1.0M
IDVIshares Tr	0.2%	0.2%	23,124	+14.2%	$958K
VHTVanguard Health Care ETF	0.2%	0.2%	3,191	-1.7%	$954K
ASMLAsml Hldg NV	0.2%	—	477	—	$949K
KMIKinder Morgan Inc Del Com	0.2%	0.2%	29,244	+0.5%	$935K
WFCWells Fargo Co New	0.2%	0.2%	10,848	+0.0%	$896K
COSTCostco Whsl Corp New	0.2%	0.2%	916	+0.1%	$856K
CATCaterpillar Inc Com	0.2%	—	759	—	$808K
ETNEaton Corp PLC	0.2%	0.2%	1,871	-0.5%	$797K
XMHQInvesco Exchange Traded Fd T	0.2%	0.2%	6,989	-0.1%	$789K
XOMExxon Mobil Corp	0.2%	0.2%	5,435	+0.0%	$743K
XLVSelect Sector Spdr Tr	0.2%	0.2%	4,482	-2.8%	$711K
TAt&t Inc Com	0.2%	0.3%	33,643	-4.0%	$696K
AMJBJpmorgan Chase Finl Co LLC	0.2%	0.2%	20,059	+1.4%	$692K
ICSHIshares Tr	0.2%	0.2%	13,656	+0.0%	$691K

What Pacific Center for Financial Services bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.1% /yr; S&P 500 +20.1%
3 years: +12.8% /yr; S&P 500 +20.4%
5 years: +4.7% /yr; S&P 500 +10.4%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$448.2M	500
Q1 2026	$394.3M	513
Q4 2025	$392.1M	475
Q3 2025	$392.1M	475
Q2 2025	$368.6M	465
Q1 2025	$377.1M	471
Q4 2024	$388.5M	487
Q3 2024	$379.7M	485
Q2 2024	$356.7M	478
Q1 2024	$350.7M	468
Q4 2023	$317.1M	390
Q3 2023	$294.4M	417

Questions about Pacific Center for Financial Services's portfolio

What stocks does Pacific Center for Financial Services own?

Pacific Center for Financial Services's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 500 positions worth $448.2M. The largest are Invesco Qqq Tr (QQQ) at 13.9%, Vanguard Bd Index Fds (VUSB) at 13.6%, Vanguard Index Fds (VTI) at 10.8%, Ishares Tr (SMLF) at 7.5% and Vanguard Index Fds (VO) at 6.5%.

What did Pacific Center for Financial Services buy last quarter?

In Q2 2026, Pacific Center for Financial Services added Vanguard World Fd (MGK) (+394.0% shares), Vanguard Index Fds (VO) (+303.2% shares) and Ishares Tr (SHV) (+34.8% shares), compared with its Q1 2026 filing.

What did Pacific Center for Financial Services sell last quarter?

In Q2 2026, Pacific Center for Financial Services cut from its top 50 Ishares Tr (PFF), cut from its top 50 Ishares Tr (EFAV) and Ishares Semiconductor ETF (SOXX) (-14.9% shares), compared with its Q1 2026 filing.

How has Pacific Center for Financial Services's portfolio performed?

A portfolio copying Pacific Center for Financial Services's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.1% against +20.1%. Over 5 years: +4.7% a year against +10.4%.

When is Pacific Center for Financial Services's next 13F filing due?

13F filings are due 45 days after each quarter ends. Pacific Center for Financial Services's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Pacific Center for Financial Services manage?

Pacific Center for Financial Services reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $448.2M.