Pacific Park Financial, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Pacific Park Financial, Inc. held in its portfolio 61 assets valued at $160,157,749 (i.e. $160.16M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($34.75M), VANGUARD INTL EQUITY INDEX F ($20.26M), and SCHWAB STRATEGIC TR ($14.96M).
The chart below shows the top 10 valuable assets, and the table below shows the top 61 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Pacific Park Financial, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 103661 | 34754428 | TOTAL STK MKT |
| VANGUARD INTL EQUITY INDEX F | 143603 | 20256639 | TT WRLD ST ETF |
| SCHWAB STRATEGIC TR | 640008 | 14956987 | US AGGREGATE B |
| INNOVATOR ETFS TRUST | 159370 | 7011137 | US EQTY PWR BUF |
| ISHARES GOLD TR | 75408 | 6120827 | ISHARES NEW |
| VANGUARD BD INDEX FDS | 70967 | 5592909 | SHORT TRM BOND |
| PACER FDS TR | 92151 | 5121753 | TRENDP US LAR CP |
| SCHWAB STRATEGIC TR | 173228 | 4543770 | US BRD MKT ETF |
| SPDR SERIES TRUST | 96348 | 4121547 | STATE STREET SPD |
| ISHARES TR | 47989 | 4061801 | CORE MSCI TOTAL |
| VANGUARD INDEX FDS | 5979 | 3749610 | S&P 500 ETF SHS |
| VANGUARD TAX-MANAGED FDS | 58521 | 3655807 | VAN FTSE DEV MKT |
| ISHARES TR | 35534 | 3549163 | CORE US AGGBD ET |
| VANGUARD SCOTTSDALE FDS | 41301 | 3292929 | SHRT TRM CORP BD |
| VANGUARD BD INDEX FDS | 39710 | 3092643 | INTERMED TERM |
| ISHARES TR | 44266 | 2921556 | CORE S&P MCP ETF |
| VANGUARD STAR FDS | 37880 | 2857667 | VG TL INTL STK F |
| ISHARES TR | 3695 | 2530853 | CORE S&P500 ETF |
| VANGUARD SCOTTSDALE FDS | 40356 | 2370108 | SHORT TERM TREAS |
| J P MORGAN EXCHANGE TRADED F | 32143 | 1839865 | EQUITY PREMIUM |
| ISHARES TR | 14949 | 1784163 | 3 7 YR TREAS BD |
| ISHARES TR | 3897 | 1455296 | RUS 1000 ETF |
| ISHARES TR | 15260 | 1263833 | 1 3 YR TREAS BD |
| SCHWAB STRATEGIC TR | 26748 | 1209277 | FUNDAMENTAL INTL |
| ISHARES TR | 9946 | 998379 | 0-3 MNTH TREASRY |
| ISHARES TR | 10262 | 987923 | RUS MID CAP ETF |
| ISHARES TR | 6552 | 974217 | CORE S&P TTL STK |
| ELI LILLY & CO | 900 | 967212 | COM |
| JANUS DETROIT STR TR | 17047 | 862237 | HENDRSON AAA CL |
| SCHWAB STRATEGIC TR | 27380 | 736796 | US LRG CAP ETF |
| INNOVATOR ETFS TRUST | 18594 | 727397 | US EQT PWR BUF |
| INVESCO QQQ TR | 1182 | 726114 | UNIT SER 1 |
| VANGUARD INDEX FDS | 2487 | 721777 | MID CAP ETF |
| BLACKROCK ETF TRUST | 10363 | 630174 | ISHARES US EQUIT |
| SELECT SECTOR SPDR TR | 4286 | 617055 | STATE STREET TEC |
| ISHARES TR | 8722 | 605481 | CORE DIV GRWTH |
| VANGUARD MUN BD FDS | 11719 | 589350 | TAX EXEMPT BD |
| APPLE INC | 2110 | 573625 | COM |
| SPDR INDEX SHS FDS | 12528 | 556368 | PORTFOLIO DEVLPD |
| HOME DEPOT INC | 1447 | 497913 | COM |
| ISHARES TR | 8993 | 475550 | ISHS 1-5YR INVS |
| ETFS GOLD TR | 11400 | 468312 | PHYSCL GOLD SHS |
| ETF SER SOLUTIONS | 4134 | 453334 | DEFIANCE QUANTUM |
| SCHWAB STRATEGIC TR | 17822 | 434322 | SHT TM US TRES |
| ISHARES INC | 5962 | 433318 | MSCI EMRG CHN |
| VANGUARD CHARLOTTE FDS | 8279 | 400041 | TOTAL INT BD ETF |
| BLACKLINE INC | 6726 | 371881 | COM |
| ABBVIE INC | 1229 | 280814 | COM |
| VANGUARD WORLD FD | 343 | 258547 | INF TECH ETF |
| INNOVATOR ETFS TRUST | 5936 | 256732 | US EQTY PWR BF |
| VANECK ETF TRUST | 712 | 256413 | SEMICONDUCTR ETF |
| GLOBAL X FDS | 4062 | 245873 | GLB X MLP ENRG I |
| GLOBAL X FDS | 13270 | 234481 | NASDAQ 100 COVER |
| INVESCO EXCH TRD SLF IDX FD | 11770 | 230398 | BULSHS 2026 CB |
| MICRON TECHNOLOGY INC | 800 | 228328 | COM |
| ISHARES TR | 2138 | 228125 | SHRT NAT MUN ETF |
| ISHARES TR | 2286 | 221468 | S&P MC 400GR ETF |
| SCHWAB STRATEGIC TR | 7322 | 208531 | US SML CAP ETF |
| COSTCO WHSL CORP NEW | 239 | 206099 | COM |
| INVESCO EXCHANGE TRADED FD T | 1072 | 205352 | S&P500 EQL WGT |
| INVESCO ACTVELY MNGD ETC FD | 13075 | 173244 | OPTIMUM YIELD |
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