account_balance
Investment manager · 13F filer · SEC CIK 1279926
Pacific Financial Group Inc
Reported value$209Mas of Jun 30, 2026
Positions85 3 new, 5 sold out
Top 10 weight47.6%IVV alone is 12%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
11.7%
QQQInvesco QQQ Tr
7.2%Trimmed −6%
IVWiShares Tr
5.7%Trimmed −4%
SPYSPDR S&P 500 ETF Trust
4.4%Trimmed −16%
IJRiShares Tr
3.8%
VUGVanguard Index FDS
3.2%Trimmed −15%
IMCBiShares Tr
3.0%
SPHQInvesco Exchange Traded Fd T
3.0%Added +22%
IVEiShares Tr
2.8%Trimmed −5%
DGROiShares Tr
2.7%
SPYVSPDR Series Trust
2.6%
VEAVanguard Tax-Managed FDS
2.6%Trimmed −18%
IVViShares Tr
11.7%
QQQInvesco QQQ Tr
7.2%−6%
IVWiShares Tr
5.7%
SPYSPDR S&P 500 ETF Trust
4.4%
IJRiShares Tr
3.8%
VUGVanguard Index FDS
3.2%
IMCBiShares Tr
3.0%
SPHQInvesco Exchange Traded Fd T
3.0%
IVE2.8%
DGRO2.7%
SPYV2.6%
VEA2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 11.7% Held
QQQ Invesco QQQ Tr 7.2% Trimmed −6%
IVW iShares Tr 5.7% Trimmed −4%
SPY SPDR S&P 500 ETF Trust 4.4% Trimmed −16%IJR iShares Tr 3.8% Held
VUG Vanguard Index FDS 3.2% Trimmed −15%
IMCB iShares Tr 3.0% Held
SPHQ Invesco Exchange Traded Fd T 3.0% Added +22%
IVE iShares Tr 2.8% Trimmed −5%
DGRO iShares Tr 2.7% Held
SPYV SPDR Series Trust 2.6% Held
VEA Vanguard Tax-Managed FDS 2.6% Trimmed −18%
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- GTO $1.2M
- TMAT $232K
- BUYW $155K
arrow_upwardAdded
- QQQM +279%
- SPYM +164%
- IEFA +73%
- PXH +61%
arrow_downwardTrimmed
- VTWO −45%
- TCAF −33%
- VOO −20%
- BSV −20%
remove_circleSold out
- SGOL $830K
- IEUR $782K
- SPHD $751K
- EDGH $387K
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