Pacific Center for Financial Services
Annual return '25
+17.5%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$394.3M
Holdings
513
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VUSB
VANGUARD BD INDEX FDS
Q2 2025: Increased +17.1% (56.0k → 65.6k shares)
14.2%
02
$NDQ
INVESCO QQQ TR
Q4 2024: New position (5.0k shares)
12.7%
03
$VTI
VANGUARD INDEX FDS
Q1 2025: Sold 1.9% (10.9k → 10.7k shares)
10.6%
04
$SMLF
ISHARES TR
Q2 2025: Increased +0.6% (22.3k → 22.4k shares)
7.2%
05
$VO
VANGUARD INDEX FDS
Q1 2025: Increased +6411.1% (54 → 3.5k shares)
6.6%
06
$VXUS
VANGUARD STAR FDS
Q2 2025: Increased +2.1% (10.9k → 11.1k shares)
6.3%
07
$USMV
ISHARES TR
Q1 2025: Increased +88.7% (5.7k → 10.7k shares)
5.4%
08
$IJH
ISHARES TR
Q1 2025: Sold 2.8% (21.1k → 20.5k shares)
3.7%
09
$MGK
VANGUARD WORLD FD
Q4 2024: New position (400 shares)
3.2%
10
$JEPI
J P MORGAN EXCHANGE TRADED F
Q2 2025: Sold 79.8% (29.1k → 5.9k shares)
2.2%
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 10:43 UTC.