Pacific Center For Financial Services has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $341 Million distributed in 530 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $56.8M, Vanguard Total Stock Market Et with a value of $45.6M, Ishares Msci Usa Small Cap Mul with a value of $29.6M, Vanguard Mid Cap ETF with a value of $27M, and Ishares Msci Usa Min Vol Facto with a value of $22.7M.
Examining the 13F form we can see an increase of $21.4M in the current position value, from $319M to 341M.
Pacific Center For Financial Services is based out at San Ramon, CA
Below you can find more details about Pacific Center For Financial Services portfolio as well as his latest detailed transactions.
Portfolio value
$341 Million
ETFs: $289 Million
Technology: $17 Million
Financial Services: $11.8 Million
Communication Services: $5.36 Million
Energy: $4.37 Million
Industrials: $3.6 Million
Consumer Defensive: $3.23 Million
Consumer Cyclical: $2.96 Million
Other: $3.7 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
