Pacific Center for Financial Services
Follow13F filer, CIK 1698222, DANVILLE, CA
Pacific Center for Financial Services reported $476,574,507 across 506 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-15. Its ten largest share positions make up 73.11% of the portfolio.
Accepted , ingested 13F-HR 0001698222-26-000006
- Period
- 2026-09-30
- Reported value
- $477M
- Holdings
- 506
- Top 10 weight
- 73.11%
- New
- 15
- Sold out
- 9
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| USTBnew | +1,091,489 | $54.4M |
| TBUXnew | +1,091,790 | $54.1M |
| MGVnew | +62,536 | $10.1M |
| XOMnew | +5,436 | $885K |
| SUBnew | +2,230 | $233K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VUSBreduced | -1,213,210 | -$60.1M |
| USMVreduced | -105,203 | -$10.3M |
| JEPIreduced | -141,844 | -$7.97M |
| SHVreduced | -49,151 | -$5.42M |
| QQQreduced | -1,785 | -$1.32M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q3 2026
Share positions as resolved from 13F-HR 0001698222-26-000006, largest first. % of portfolio is the value over $476,574,507, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| VYXNCR VOYIX CORPORATION | 6 | $42 | <0.01% | 0 | Timeline | ||
| XPERXPERI INC | 6 | $34 | <0.01% | 0 | Timeline | ||
| VCITVANGUARD SCOTTSDALE FDS | 0 | $30 | <0.01% | 0 | Amount filed as zero, left out of ratios. | Timeline | |
| MATVMATIV HOLDINGS INC | 2 | $24 | <0.01% | 0 | Timeline | ||
| REEDREEDS INC | 16 | $11 | <0.01% | 0 | Timeline | ||
| GISGENERAL MILLS INC | 0 | $1 | <0.01% | -357 | Amount filed as zero, left out of ratios. | Timeline |
Sold out in Q3 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| XOMEXXON MOBIL CORP | 5,435 | $743K | shares |
| OKEONEOK INC NEW | 183 | $15.9K | shares |
| BNDXVANGUARD CHARLOTTE FDS | 217 | $10.5K | shares |
| THRMGENTHERM INC | 300 | $10.2K | shares |
| MPLXMPLX LP | 149 | $8.39K | shares |
| DUHPDIMENSIONAL ETF TRUST | 184 | $7.68K | shares |
| TBPHTHERAVANCE BIOPHARMA INC | 57 | $969 | shares |
| SIRISIRIUSXM HOLDINGS INC | 25 | $739 | shares |
| DEFTDEFI TECHNOLOGIES INC | 1,000 | $515 | shares |
How Q3 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001698222-26-000006 | base | 2026-10-15 |