account_balance

Investment manager · 13F filer · SEC CIK 2107255

Pacific Park Financial, Inc.

Reported value$169Mas of Sep 30, 2026
Positions81 5 new, 1 sold out
Top 10 weight56.0%VTI alone is 16%
FiledOct 1313 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
VTI Vanguard Index FDS 16.2% Trimmed −2%
DFAC Dimensional ETF Trust 9.1% Trimmed −3%
SCHZ Schwab Strategic Tr 7.1% Trimmed −18%
VT Vanguard Intl Equity Index F 6.8% Trimmed −6%
BSV Vanguard Bd Index FDS 4.1% Added +7%
IAU iShares Gold Trust 3.3% Trimmed −2%
PTLC Pacer FDS Tr 3.0% Trimmed −3%
SCHB Schwab Strategic Tr 2.2% Trimmed −3%
VCSH Vanguard Scottsdale FDS 2.1% Added +8%
VGSH Vanguard Scottsdale FDS 2.0% Added +15%
AGG iShares Tr 1.9% Trimmed −20%
IJH iShares Tr 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 21, 2026 filing
add_circleNew
  • BOXX $3.1M
  • SUB $543K
  • IBIT $346K
  • SHM $257K
arrow_upwardAdded
  • IGSB +86%
  • SPSB +53%
  • VBR +37%
  • SPDW +33%
arrow_downwardTrimmed
  • IEI −30%
  • PANW −27%
  • EMXC −21%
  • AGG −20%
remove_circleSold out
  • DFSV $2.89M

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.

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