Funds · 13F filer · Danville, CA

Pacific Center for Financial Services

$448.2M in 500 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+17.2%S&P 500 +20.9%
3y return+44.2%S&P 500 +68.5%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since March 31, 2023: $150 against $182 in the S&P 500.2

Pacific Center for Financial ServicesS&P 500 (SPY)
$100$18220232026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
QQQInvesco Qqq Tr$62.5M13.9%−2.4%
VUSBVanguard Bd Index Fds$60.9M13.6%+8.8%
VTIVanguard Index Fds$48.2M10.8%
SMLFIshares Tr$33.8M7.5%
VOVanguard Index Fds$29.3M6.5%
VXUSVanguard Star Fds$28.4M6.3%+3.1%
USMVIshares Tr$22.1M4.9%−1.0%
IJHIshares Tr$16.8M3.8%
MGKVanguard World Fd$14.8M3.3%−1.2%
SHVIshares Tr$9.9M2.2%+34.8%
AAPLApple Inc$9.3M2.1%
JEPIJ P Morgan Exchange Traded F$8.7M1.9%
MDYState Str Spdr S&p Midcap 40$8.7M1.9%
VYMVanguard Whitehall Fds$5.6M1.2%
SPLVInvesco Exch Traded Fd Tr II$3.8M0.8%
BRK/BBerkshire Hathaway Inc Del$3.6M0.8%
NVDANvidia Corporation$3.4M0.8%
VNQVanguard Index Fds$3.3M0.7%−1.5%
VXFVanguard Index Fds$3.1M0.7%
SPYState Str Spdr S&p 500 Etf T$2.8M0.6%
CVXChevron Corporation$2.7M0.6%
SOXXIshares Tr$2.6M0.6%−14.9%
VOOVanguard Index Fds$2.1M0.5%+4.0%
MSFTMicrosoft Corp$1.8M0.4%
GOOGAlphabet Inc$1.8M0.4%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
NVDANvidia CorporationMarch 31, 2023+620.3%$3.4M
SOXXIshares TrMarch 31, 2023+332.3%$2.6M
GOOGLAlphabet IncMarch 31, 2023+244.5%$1.3M
GOOGAlphabet IncMarch 31, 2023+239.7%$1.8M
Asml Hldg NvCUSIP N07059210March 31, 2023+192.3%$949K
JPMJpmorgan Chase & CoMarch 31, 2023+151.2%$1.0M
AMZNAmazon Com IncMarch 31, 2023+130.7%$1.1M
QQQInvesco Qqq TrMarch 31, 2023+129.5%$62.5M
MGKVanguard World FdMarch 31, 2023+114.9%$14.8M
RPGInvesco Exchange Traded Fd TMarch 31, 2023+111.2%$1.5M

Sold off last quarter

  • Honeywell Intl IncCUSIP 438516106 was $210K
  • VUSVirtus Etf Tr II was $101K
  • Carnival CorpCUSIP 143658300 was $75K
  • FTSMFirst Tr Exchange-traded Fd was $16K
  • WESWestern Midstream Partners L was $12K
  • PSCEInvesco Exch Traded Fd Tr II was $9,268
  • UYLDAngel Oak Funds Trust was $6,788
  • PANWPalo Alto Networks Inc was $6,413
  • CIBRFirst Tr Exchange-traded Fd was $5,078
  • CRWDCrowdstrike Hldgs Inc was $5,076

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+11.8%+14.8%
March 31, 2026−1.9%−4.6%
December 31, 2025+0.9%+2.4%
September 30, 2025+5.9%+7.8%
June 30, 2025+6.2%+10.5%
March 31, 2025−3.4%−4.6%
December 31, 2024+0.3%+2.1%
September 30, 2024+5.4%+5.4%
June 30, 2024+0.5%+4.0%
March 31, 2024+7.2%+10.0%
December 31, 2023+9.3%+11.2%
September 30, 2023−3.6%−3.6%
June 30, 2023+4.3%+8.3%
December 31, 2022+5.3%+7.1%
September 30, 2022−5.1%−5.3%
June 30, 2022−14.5%−16.5%
March 31, 2022−5.5%−4.9%
December 31, 2021+8.9%+10.7%
September 30, 2021−0.5%+0.3%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1698222
  2. 2
    Filed August 5, 2026 · accession 0001698222-26-000004