Pacific Center for Financial Services
All 13F Filings
- Location
- Danville, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 448,188
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 | 8/5/2026 | 500 | 448,188 | 13F-HR | Pacific Center for Financial Services |
| Q1 2026 | 5/12/2026 | 513 | 394,279 | 13F-HR | Pacific Center for Financial Services |
| Q4 2025 | 2/17/2026 | 475 | 392,110 | 13F-HR | Pacific Center for Financial Services |
| Q3 2025 | 11/13/2025 | 475 | 392,110 | 13F-HR | Pacific Center for Financial Services |
| Q2 2025 | 8/18/2025 | 465 | 368,624 | 13F-HR | Pacific Center for Financial Services |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 55.88 K | 12.5% | 3.836 K | 0 | 3.836 K |
| ETFs | 392.2 K | 87.5% | 50.07 K | 0 | 50.07 K |
| Debt | 57 | 0.0% | 0 | 3 | -3 |
| Other | 7 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
448,188
Holdings
500
QoQ value change ($000)
53,909
(13.7%)
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.