PACIFIC FINANCIAL GROUP INC
All 13F Filings
- Location
- Nashville, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 208,627
- Description
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 85 | 208,627 | 13F-HR | PACIFIC FINANCIAL GROUP INC |
| Q1 2026 | 5/14/2026 | 87 | 185,579 | 13F-HR | PACIFIC FINANCIAL GROUP INC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.944 K | 4.3% | 0 | 377 | -377 |
| ETFs | 197.4 K | 94.6% | 23.83 K | 0 | 23.83 K |
| Debt | 2.282 K | 1.1% | 0 | 398 | -398 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
208,627
Holdings
85
QoQ value change ($000)
23,048
(12.4%)
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.