Pacific Center for Financial Services
•CIK: 1698222•Filing: Q4 2025
**Pacific Center for Financial Services** manages $392M across a diversified portfolio of 474 positions. The fund exhibits significant concentration in technology and broad market exposure, notably holding NDQ at $56.8M and VUSB at $50.1M. Key allocations also include VTI ($45.6M) and SMLF ($29.6M), suggesting a tactical overweighting toward growth and sector-specific indices. This structure indicates a mandate focused on capturing upside momentum across major market segments.
Total AUM
$392.1M
QoQ Performance
+0.0%
Positions
364
Top 10 Concentration
73.6%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
VUSB
VTI
SMLF
VO
USMV
NDQ14.5%
VUSB12.8%
VTI11.6%
SMLF7.6%
VO6.9%
USMV5.8%
VNQ4.1%
IJH3.8%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other88.6%
Technology4.7%
Financial2.7%
ETF1.3%
Consumer0.8%
Communication0.5%
Industrial0.4%
Healthcare0.3%
🚪 Exited Positionssold since Q3 2025
+269 more exited positions
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023