Fund HoldingsFirst Pacific Financial

Total Portfolio Value
$839.27M
Total Bought
$160.21M
Total Sold
$142.05M
Net Transaction
+$18.16M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP400VAL
0366,314+366,314034,7454.14%+34,745
SPDR INDEX SHS FDS
ST STR ASIA ETF
0179,562+179,562028,1863.36%+28,186
MATTHEWS INTL FDS0540,400+540,400022,9672.74%+22,967
DIMENSIONAL ETF TRUST
WORLD EQUITY ETF
865,248934,501+69,25363,83877,3679.22%+13,529
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0170,555+170,55508,4051.00%+8,405
VANGUARD INDEX FDS0566,990+566,990048,8415.82%+48,841
SCHWAB STRATEGIC TR879,957885,996+6,03928,53733,7214.02%+5,184
ISHARES TR401,684411,859+10,17539,01642,7845.10%+3,768
MORGAN STANLEY ETF TRUST
CALVERT US MDCP
250,140255,950+5,81016,01419,4852.32%+3,471
MICROSOFT CORP(MSFT)028,183+28,183010,5131.25%+10,513
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
2,005,6872,072,548+66,86194,42897,28511.59%+2,858
CISCO SYS INC(CSCO)075,316+75,31608,8471.05%+8,847
TCW ETF TRUST
FLEXIBLE INCOME
2,285,9702,357,086+71,11689,77092,42111.01%+2,651
ADVANCED MICRO DEVICES INC(AMD)05,661+5,66103,2890.39%+3,289
APPLE INC(AAPL)019,484+19,48405,6380.67%+5,638
MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
1,514,6481,521,618+6,97015,64617,3242.06%+1,677
NUSHARES ETF TR
NUVEEN ESG SMLCP
265,032260,637-4,39511,94213,5841.62%+1,642
VANGUARD WORLD FD
INF TECH ETF
013,228+13,22801,5810.19%+1,581
MARVELL TECHNOLOGY INC(MRVL)8,3037,778-5258222,3170.28%+1,495
JPMORGAN CHASE & CO(JPM)026,016+26,01608,5161.01%+8,516
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
203,134233,965+30,8316,8408,1960.98%+1,356
ROCKWELL AUTOMATION INC(ROK)010,348+10,34805,1230.61%+5,123
BANK OF NY MELLON CORP056,610+56,61008,1860.98%+8,186
NORTHERN TR CORP(NTRS)32,76032,206-5544,5725,5990.67%+1,026
COSTCO WHOLESALE CORPORATION(COST)4,5055,849+1,3444,4895,4710.65%+982
CROWDSTRIKE HLDGS INC(CRWD)02,682+2,68202,0470.24%+2,047
APPLIED MATLS INC8811,679+7983011,2140.14%+913
ISHARES TR06,059+6,05908630.10%+863
SPDR SERIES TRUST
ST STR SP400GRW
07,059+7,05907910.09%+791
TRAVELERS COMPANIES INC(TRV)019,916+19,91606,5750.78%+6,575
SCHWAB STRATEGIC TR82,82591,639+8,8144,0534,8350.58%+782
ABBVIE INC(ABBV)027,850+27,85007,0080.84%+7,008
CITIGROUP INC(C)04,842+4,84206780.08%+678
INTERNATIONAL BUSINESS MACHS(IBM)021,103+21,10305,9340.71%+5,934
VANGUARD INDEX FDS05,152+5,15203,5380.42%+3,538
AMPLIFY ETF TR07,084+7,08405710.07%+571
ISHARES TR041,371+41,37105,1470.61%+5,147
CATERPILLAR INC(CAT)1,3561,382+269611,4710.18%+510
J P MORGAN EXCHANGE TRADED F
DIVERSFD EQT ETF
71,94370,723-1,2203,7724,2550.51%+483
WELLTOWER INC(WELL)024,992+24,99205,6720.68%+5,672
ASML HLDG NV
N Y REGISTRY SHS
828759-691,0941,5100.18%+416
SNOWFLAKE INC(SNOW)03,883+3,88309880.12%+988
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
07,200+7,20003890.05%+389
PRUDENTIAL FINL INC(PFH)032,194+32,19403,4750.41%+3,475
CUMMINS INC(CMI)2,4932,403-901,3411,7140.20%+372
TAIWAN SEMICONDUCTOR MANUFAC(TSM)3,5303,276-2541,1931,5650.19%+372
LAM RESEARCH CORP(LRCX)1,9071,787-1204077740.09%+367
TIDAL TRUST I51,04758,687+7,6409951,3430.16%+348
ALPHABET INC(GOOG)06,615+6,61502,3370.28%+2,337
ISHARES TR21,47320,950-5233,1293,4480.41%+319
NUSHARES ETF TR
NUVEEN ESG LRGCP
013,889+13,88901,6260.19%+1,626
SIMON PPTY GROUP INC NEW(SPG)6,3586,578+2201,1861,4710.18%+285
ING GROEP N.V.(ING)046,421+46,42101,4570.17%+1,457
ANALOG DEVICES INC(ADI)4,2324,043-1891,3461,6060.19%+259
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,634+1,63402590.03%+259
SCHWAB STRATEGIC TR45,71446,734+1,0201,3321,5810.19%+250
ISHARES TR012,260+12,26001,8920.23%+1,892
MORGAN STANLEY ETF TRUST
CALVERT US LARCP
020,838+20,83801,9690.23%+1,969
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,269+1,26902420.03%+242
UNITED PARCEL SVCS INC(UPS)027,414+27,41402,9470.35%+2,947
SCHWAB STRATEGIC TR010,844+10,84403190.04%+319
NVIDIA CORPORATION(NVDA)28,86426,259-2,6055,0345,2540.63%+220
AMERICAN ELEC PWR CO INC34,60734,730+1234,5364,7510.57%+215
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
4764,170+3,694282430.03%+215
VANGUARD INDEX FDS04,219+4,21901,5610.19%+1,561
ISHARES TR1,2941,391+978451,0420.12%+197
EATON CORP PLC(ETN)3,2083,142-661,1471,3390.16%+191
MORGAN STANLEY ETF TRUST
CALVE INDEX ETF
02,221+2,22101890.02%+189
OWENS CORNING NEW(OC)03,722+3,72205920.07%+592
ALPHABET INC(GOOG)04,715+4,71501,6850.20%+1,685
SPDR INDEX SHS FDS
ST STR ACWI ETF
04,397+4,39701790.02%+179
TESLA INC(TSLA)0637+63702680.03%+268
SPDR SERIES TRUST
ST STR SP600 SML
02,946+2,94601700.02%+170
MICRON TECHNOLOGY INC(MU)255220-35862540.03%+168
NIKE INC(NKE)014,524+14,52405960.07%+596
SPDR SERIES TRUST
ST STR SP500FF
02,671+2,67101630.02%+163
SCHWAB STRATEGIC TR037,054+37,05401,3660.16%+1,366
SCHWAB STRATEGIC TR015,213+15,21304210.05%+421
JOHNSON & JOHNSON(JNJ)22,63222,381-2515,5325,6840.68%+152
INVESCO EXCH TRADED FD TR II02,029+2,02901530.02%+153
NOVARTIS AG(NVS)39,92239,871-516,0986,2490.74%+150
GUARDANT HEALTH INC(GH)01,327+1,32701990.02%+199
ISHARES TR018,821+18,82101,5920.19%+1,592
AMAZON COM INC(AMZN)05,724+5,72401,3640.16%+1,364
SCHWAB STRATEGIC TR08,575+8,57503100.04%+310
GLOBAL X FDS
ARTIFICIAL ETF
01,952+1,95201280.02%+128
PROCTER & GAMBLE CO(PG)30,59730,936+3394,4194,5360.54%+117
NOVO-NORDISK A S(NVO)010,325+10,32504950.06%+495
ISHARES TR02,496+2,49609130.11%+913
ISHARES TR
MSCI USA MIN ETF
01,086+1,08601050.01%+105
QUAKER INVT TR
AFFORDABLE HOUS
05,727+5,7270990.01%+99
TEXAS INSTRS INC(TXN)0839+83902500.03%+250
MERCK & CO INC(MRK)43,41841,379-2,0395,2235,3170.63%+94
SCHWAB STRATEGIC TR012,334+12,33403840.05%+384
BORGWARNER INC8,4378,116-3214585390.06%+81
VANGUARD TAX-MANAGED FDS13,45413,233-2218629430.11%+81
UNION PAC CORP(UNP)3,0122,975-377318090.10%+78
GODADDY INC(GDDY)0915+9150780.01%+78
FORTINET INC(FTNT)01,061+1,06101630.02%+163
KLA CORP(KLAC)58523+465861580.02%+72
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