Pacific Center for Financial Services
Top Portfolio Positions
346 positions ·
$110,358,587 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
86,913 | $50,164,445 | 45.46% | |
| AAPL |
Apple Inc.
Technology
|
32,174 | $8,165,439 | 7.40% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
12,353 | $7,618,836 | 6.90% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
7,265 | $3,481,388 | 3.15% | |
| CVX |
Chevron Corp
Energy
|
16,285 | $3,369,366 | 3.05% | |
| NVDA |
Nvidia Corp
Technology
|
16,989 | $2,962,881 | 2.68% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,794 | $2,467,389 | 2.24% | |
| MSFT |
Microsoft Corp
Technology
|
4,804 | $1,778,296 | 1.61% | |
| GLD |
Spdr Gold Trust
|
3,127 | $1,345,516 | 1.22% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
8,879 | $1,282,482 | 1.16% |
Portfolio Trend
24 quarters · across all stocks
Holdings in POOL
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,641 | 18 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,117 | 18 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,581 | 18 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,246 | 18 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $5,730 | 18 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,136 | 18 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $6,782 | 18 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $5,531 | 18 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $7,263 | 18 | Shares | Sole | 2024-05-20 | |
| No 13F history on record for this holder in this stock. | ||||||