First Pacific Financial
Annual return '25
+13.5%
SPY '25
+17.7%
Alpha
-4.2ptsvs SPY
Invested
$776.5M
Holdings
662
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JCPB
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
12.2%
02
$FLXR
TCW ETF TRUST
Held since at least Q1 2024
11.6%
03
$DFAW
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
8.2%
04
$VUG
VANGUARD INDEX FDS
Q4 2025: New position (6.1k shares)
5.3%
05
$EFA
ISHARES TR
Held since at least Q1 2024
5.0%
06
$MDYV
SPDR SERIES TRUST
Held since at least Q1 2024
4.0%
07
$FNDA
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.7%
08
$NUBD
NUSHARES ETF TR
Held since at least Q1 2024
3.6%
09
$GMF
SPDR INDEX SHS FDS
Held since at least Q1 2024
3.1%
10
$EMSF
MATTHEWS INTL FDS
Held since at least Q1 2024
2.4%
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 10:58 UTC.