account_balance
Investment manager · 13F filer · SEC CIK 1810089
First Pacific Financial
Reported value$978Mas of Sep 30, 2026
Positions538 49 new, 21 sold out
Top 10 weight54.1%JCPB alone is 10%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JCPBJ P Morgan Exchange Traded F
9.7%Added +2%
FLXRTCW ETF Trust
9.3%Added +2%
DFAWDimensional ETF Trust
8.1%Added +3%
CGDVCapital Group Dividend Value
5.3%Added +526%
VUGVanguard Index FDS
5.3%
EFAiShares Tr
4.3%
MDYVSPDR Series Trust
3.3%
FNDASchwab Strategic Tr
3.1%
GMFSPDR Index SHS FDS
2.9%
IMCGiShares Tr
2.7%New
EMSFMatthews Intl FDS
2.2%
MSFTMicrosoft Corp
2.1%+40%
JCPBJ P Morgan Exchange Traded F
9.7%Added +2%
FLXRTCW ETF Trust
9.3%Added +2%
DFAWDimensional ETF Trust
8.1%+3%
CGDVCapital Group Dividend Value
5.3%+526%
VUGVanguard Index FDS
5.3%
EFAiShares Tr
4.3%
MDYVSPDR Series Trust
3.3%
FNDASchwab Strategic Tr
3.1%
GMF2.9%
IMCG
EMSF
MSFTBoxes 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
JCPB J P Morgan Exchange Traded F 9.7% Added +2%
FLXR TCW ETF Trust 9.3% Added +2%
DFAW Dimensional ETF Trust 8.1% Added +3%
CGDV Capital Group Dividend Value 5.3% Added +526%
VUG Vanguard Index FDS 5.3% Held
EFA iShares Tr 4.3% Held
MDYV SPDR Series Trust 3.3% Held
FNDA Schwab Strategic Tr 3.1% Held
GMF SPDR Index SHS FDS 2.9% Held
IMCG iShares Tr 2.7% New
EMSF Matthews Intl FDS 2.2% Held
MSFT Microsoft Corp 2.1% Added +40%What changed
Biggest moves since Jun 30, 2026
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