Q3 2026 13F · SEC CIK 1698222

Pacific Center for Financial Services

Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $476.6M
Reported positions: 506
Top holdings a year, 3 yrs: +12.8%
Assets under management: $1.1B

Pacific Center for Financial Services is a wealth manager that reported 506 positions worth $476.6M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Invesco Qqq Tr (QQQ, 12.9%), Victoryshares Short (USTB, 11.4%), T Rowe Price Exchange-Traded (TBUX, 11.4%). A portfolio copying its top holdings returned 12.8% a year over the last 3 years, against 20.4% for the S&P 500.

Pacific Center for Financial Services holdings largest 50 of 506 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pacific Center for Financial Services 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
QQQInvesco Qqq Tr	12.9%	13.9%	83,057	-2.1%	$61.4M
USTBVictoryshares Short	11.4%	—	1,091,489	—	$54.4M
TBUXT Rowe Price Exchange-Traded	11.4%	—	1,091,790	—	$54.1M
VTIVanguard Index Fds	10.1%	10.8%	128,554	-1.3%	$48.1M
SMLFIshares Tr	6.6%	7.5%	378,857	+0.0%	$31.7M
VXUSVanguard Star Fds	5.9%	6.3%	330,451	-0.6%	$28.1M
VOVanguard Index Fds	5.7%	6.5%	349,253	-3.9%	$27.4M
IJHIshares Tr	3.3%	3.8%	218,405	+0.1%	$15.7M
MGKVanguard World Fd	3.2%	3.3%	166,523	-0.9%	$15.4M
USMVIshares Tr	2.5%	4.9%	123,489	-46.0%	$12.0M
MGVVanguard World Fd	2.1%	—	62,536	—	$10.1M
AAPLApple Inc	2.0%	2.1%	28,922	-9.8%	$9.6M
MDYState Str Spdr S&p Midcap 40	1.7%	1.9%	12,256	-0.5%	$8.0M
VYMVanguard Whitehall Fds	1.0%	1.2%	31,344	-11.3%	$4.9M
SHVIshares Tr	0.9%	2.2%	40,642	-54.7%	$4.5M
NVDANvidia Corporation	0.8%	0.8%	17,168	+1.0%	$3.9M
SPLVInvesco Exch Traded Fd Tr II	0.8%	0.8%	50,858	+0.2%	$3.6M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.8%	7,113	-1.3%	$3.5M
CVXChevron Corporation	0.7%	0.6%	15,351	-5.3%	$3.1M
VNQVanguard Index Fds	0.6%	0.7%	33,415	-3.2%	$3.0M
VXFVanguard Index Fds	0.6%	0.7%	12,717	-0.3%	$2.9M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.6%	3,757	-0.6%	$2.9M
MSFTMicrosoft Corp	0.5%	0.4%	4,790	-0.3%	$2.5M
SOXXIshares Tr	0.5%	0.6%	3,874	-4.5%	$2.2M
VOOVanguard Index Fds	0.5%	0.5%	3,097	+2.5%	$2.2M
GOOGAlphabet Inc	0.4%	0.4%	4,972	+0.0%	$1.7M
VVisa Inc	0.3%	0.3%	4,400	+7.2%	$1.6M
BRK-ABerkshire Hathaway Inc Del	0.3%	0.3%	2	+0.0%	$1.5M
RPGInvesco Exchange Traded Fd T	0.3%	0.3%	23,101	+0.0%	$1.3M
PGProcter & Gamble Co	0.3%	0.3%	8,843	+0.0%	$1.3M
GOOGLAlphabet Inc	0.3%	0.3%	3,625	+2.8%	$1.2M
GLDSpdr Gold Tr	0.3%	0.3%	3,175	-0.5%	$1.2M
AMZNAmazon Com Inc	0.2%	0.2%	4,753	+1.5%	$1.2M
IHIIshares Tr	0.2%	0.2%	21,094	+0.0%	$1.1M
IDVIshares Tr	0.2%	0.2%	25,257	+9.2%	$1.1M
JPMJpmorgan Chase & Co	0.2%	0.2%	3,128	+0.1%	$1.0M
PRFZInvesco Rafi US 1500 Small-Mid ETF	0.2%	0.2%	19,394	+0.1%	$1.0M
VHTVanguard World Fd	0.2%	0.2%	3,199	+0.3%	$1.0M
COSTCostco Wholesale Corporation	0.2%	0.2%	1,024	+11.8%	$932K
IJRIshares Tr	0.2%	0.2%	6,770	-0.3%	$921K
XOMExxonmobil Holdings Corp	0.2%	—	5,436	—	$885K
KMIKinder Morgan Inc Del	0.2%	0.2%	29,342	+0.3%	$885K
WFCWells Fargo & Co	0.2%	0.2%	10,850	+0.0%	$869K
VLOValero Energy Corp	0.2%	—	2,199	—	$852K
ASMLAsml Hldg NV	0.2%	0.2%	465	-2.5%	$843K
TAt&t Inc	0.2%	0.2%	33,643	+0.0%	$821K
ETNEaton Corp PLC	0.2%	0.2%	1,871	+0.0%	$804K
XMHQInvesco Exchange Traded Fd T	0.2%	0.2%	6,989	+0.0%	$780K
XLVSelect Sector Spdr Tr	0.2%	0.2%	4,467	-0.3%	$752K
JEPIJ P Morgan Exchange Traded F	0.1%	1.9%	12,596	-91.8%	$708K

What Pacific Center for Financial Services bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

COST Costco Wholesale Corporation+11.8% shares
IDV Ishares Tr+9.2% shares
V Visa Inc+7.2% shares

Reduced

JEPI J P Morgan Exchange Traded F-91.8% shares
SHV Ishares Tr-54.7% shares
USMV Ishares Tr-46.0% shares
VYM Vanguard Whitehall Fds-11.3% shares
AAPL Apple Inc-9.8% shares
CVX Chevron Corporation-5.3% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.1% /yr; S&P 500 +20.1%
3 years: +12.8% /yr; S&P 500 +20.4%
5 years: +4.7% /yr; S&P 500 +10.4%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$476.6M	506
Q2 2026	$448.2M	500
Q1 2026	$394.3M	513
Q4 2025	$392.1M	475
Q3 2025	$392.1M	475
Q2 2025	$368.6M	465
Q1 2025	$377.1M	471
Q4 2024	$388.5M	487
Q3 2024	$379.7M	485
Q2 2024	$356.7M	478
Q1 2024	$350.7M	468
Q4 2023	$317.1M	390

Questions about Pacific Center for Financial Services's portfolio

What stocks does Pacific Center for Financial Services own?

Pacific Center for Financial Services's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 506 positions worth $476.6M. The largest are Invesco Qqq Tr (QQQ) at 12.9%, Victoryshares Short (USTB) at 11.4%, T Rowe Price Exchange-Traded (TBUX) at 11.4%, Vanguard Index Fds (VTI) at 10.1% and Ishares Tr (SMLF) at 6.6%.

What did Pacific Center for Financial Services buy last quarter?

In Q3 2026, Pacific Center for Financial Services added Costco Wholesale Corporation (COST) (+11.8% shares), Ishares Tr (IDV) (+9.2% shares) and Visa Inc (V) (+7.2% shares), compared with its Q2 2026 filing.

What did Pacific Center for Financial Services sell last quarter?

In Q3 2026, Pacific Center for Financial Services cut from its top 50 Vanguard Bd Index Fds (VUSB), cut from its top 50 Caterpillar Inc (CAT), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Jpmorgan Chase Finl Co LLC (AMJB), cut from its top 50 Ishares Tr (ICSH), J P Morgan Exchange Traded F (JEPI) (-91.8% shares), Ishares Tr (SHV) (-54.7% shares) and Ishares Tr (USMV) (-46.0% shares), compared with its Q2 2026 filing.

How has Pacific Center for Financial Services's portfolio performed?

A portfolio copying Pacific Center for Financial Services's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.1% against +20.1%. Over 5 years: +4.7% a year against +10.4%.

When is Pacific Center for Financial Services's next 13F filing due?

13F filings are due 45 days after each quarter ends. Pacific Center for Financial Services's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Pacific Center for Financial Services manage?

Pacific Center for Financial Services reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $476.6M.