PACIFIC FINANCIAL GROUP INC
All 13F Filings
- Location
- Nashville, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 179,904
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 82 | 179,904 | 13F-HR | PACIFIC FINANCIAL GROUP INC |
| Q3 2025 | 11/12/2025 | 61 | 135,030 | 13F-HR | PACIFIC FINANCIAL GROUP INC |
| Q2 2025 | 7/21/2025 | 61 | 128,109 | 13F-HR | PACIFIC FINANCIAL GROUP INC |
| Q2 2014 | 7/28/2014 | 48 | 63,027 | 13F-HR | PACIFIC FINANCIAL GROUP INC |
| Q1 2014 | 4/24/2014 | 56 | 239,949 | 13F-HR | PACIFIC FINANCIAL GROUP INC |
| Q4 2013 | 2/5/2014 | 52 | 51,969 | 13F-HR/A - RESTATEMENT | PACIFIC FINANCIAL GROUP INC |
| Q4 2013 | 2/4/2014 | 52 | 51,969 | 13F-HR | PACIFIC FINANCIAL GROUP INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 70.76 K | 39.3% | 22.47 K | 0 | 22.47 K |
| ETFs | 106.3 K | 59.1% | 22.07 K | 0 | 22.07 K |
| Debt | 2.542 K | 1.4% | 70 | 0 | 70 |
| Other | 272 | 0.2% | 272 | 0 | 272 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
179,904
Holdings
82
QoQ value change ($000)
44,874
(33.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.