Pacific Financial Group Inc.
Annual return '25
+32.0%
SPY '25
+17.7%
Alpha
+14.3ptsvs SPY
Invested
$371.2M
Holdings
87
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 76%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Exited (was 32.7k shares)
11.3%
02
$NDQ
INVESCO QQQ TR
Q1 2026: Increased +48.3% (42.8k → 63.5k shares)
6.8%
03
$IVW
ISHARES TR
Q4 2025: Exited (was 95.1k shares)
5.5%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (4.7k shares)
5.1%
05
$IJR
ISHARES TR
Q4 2025: Exited (was 53.0k shares)
3.6%
06
$VUG
VANGUARD INDEX FDS
Q4 2025: Exited (was 7.4k shares)
3.5%
07
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 19.2k shares)
3.2%
08
$IVE
ISHARES TR
Q4 2025: Exited (was 28.9k shares)
3.1%
09
$IMCB
ISHARES TR
Q4 2025: Exited (was 60.1k shares)
3.0%
10
$DGRO
ISHARES TR
Q4 2025: Exited (was 72.2k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:28 UTC.