account_balance

Investment manager · 13F filer · SEC CIK 1698222

Pacific Center for Financial Services

Reported value$477Mas of Sep 30, 2026
Positions506 13 new, 6 sold out
Top 10 weight73.1%QQQ alone is 13%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
QQQ Invesco QQQ Tr 12.9% Trimmed −2%
USTB Victory Portfolios II 11.4% New
TBUX T Rowe Price Exchange-Traded 11.4% New
VTI Vanguard Index FDS 10.1% Held
SMLF iShares Tr 6.6% Held
VXUS Vanguard Star FDS 5.9% Held
VO Vanguard Index FDS 5.7% Trimmed −4%
IJH iShares Tr 3.3% Held
MGK Vanguard World Fd 3.2% Held
USMV iShares Tr 2.5% Trimmed −46%
MGV Vanguard World Fd 2.1% New
AAPL Apple Inc. 2.0% Trimmed −10%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Aug 5, 2026 filing
add_circleNew
  • USTB $54.4M
  • TBUX $54.1M
  • MGV $10.1M
  • SUB $233K
arrow_upwardAdded
arrow_downwardTrimmed
  • SHV −55%
  • USMV −46%
  • VYM −11%
  • AAPL −10%
remove_circleSold out
  • BNDX $10.5K
  • THRM $10.2K
  • MPLX $8.39K
  • TBPH $969

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist