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Portfolio (Quarterly) Guide ↗

First Pacific Financial

· CIK 0001810089
13F Portfolio $839M AUM 510 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 99 New 186 Added 159 Reduced 76 Exited
Page 1 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JCPB J P MORGAN EXCHANGE TRADED F 2,072,548.0 $97.3M 11.59% +147K +7.7% $46.94 -1.5%
2 FLXR TCW ETF TRUST 2,357,086.0 $92.4M 11.01% +181K +8.3% $39.21 -0.7%
3 DFAW DIMENSIONAL ETF TRUST 934,501.0 $77.4M 9.22% +119K +14.6% $82.79 +2.8%
4 VUG VANGUARD INDEX FDS 566,990.0 $48.8M 5.82% +472K +494.4% $86.14 +1.6%
5 EFA ISHARES TR 411,859.0 $42.8M 5.10% +112K +37.4% $103.88 +3.3%
6 SPDR INDEX SHS FDS 179,562.0 $28.2M 3.36% +4K +2.1% $156.97
7 EMSF MATTHEWS INTL FDS 540,400.0 $23.0M 2.74% +60K +12.5% $42.50 -7.0%
8 CVMC MORGAN STANLEY ETF TRUST 255,950.0 $19.5M 2.32% +13K +5.5% $76.13 +2.1%
9 VGSR MANAGER DIRECTED PORTFOLIOS 1,521,618.0 $17.3M 2.06% +35K +2.4% $11.38 +1.2%
10 MSFT MICROSOFT CORP Technology 28,183.0 $10.5M 1.25% +8K +36.9% $373.01 +29.3%
11 CGDV CAPITAL GROUP DIVIDEND VALUE 170,555.0 $8.4M 1.00% +40K +30.8% $49.28 +1.9%
12 DFIS DIMENSIONAL ETF TRUST 233,965.0 $8.2M 0.98% +31K +15.3% $35.03 +6.3%
13 AAPL APPLE INC Technology 19,484.0 $5.6M 0.67% +3K +20.7% $289.35 +9.3%
14 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 5,849.0 $5.5M 0.65% +1K +29.5% $935.39 +0.4%
15 NVDA NVIDIA CORPORATION Technology 26,259.0 $5.3M 0.63% +1K +4.5% $200.09 +8.7%
16 EFG ISHARES TR 41,371.0 $5.1M 0.61% +542.0 +1.3% $124.42 +0.3%
17 FNDF SCHWAB STRATEGIC TR 91,639.0 $4.8M 0.58% +8K +9.6% $52.76 +4.9%
18 AEP AMERICAN ELEC PWR CO INC Utilities 34,730.0 $4.8M 0.57% +779.0 +2.3% $136.81 -7.3%
19 PG PROCTER & GAMBLE CO Consumer Defensive 30,936.0 $4.5M 0.54% +1K +4.0% $146.64 -2.4%
20 VGIT VANGUARD SCOTTSDALE FDS 65,768.0 $3.9M 0.46% +65K +6017.9% $58.98 -1.0%
Page 1 of 10  ·  186 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.7%
Financial Services 19.5%
Healthcare 15.8%
Industrials 13.2%
Consumer Defensive 7.4%
Real Estate 5.3%
Utilities 4.8%
Consumer Cyclical 2.6%
Communication Services 2.4%
Energy 1.8%