First Pacific Financial Portfolio Stock Holdings

First Pacific Financial disclosed 510 stock positions valued at approximately $839.3 million in its latest SEC 13F filing. The largest holdings include J P MORGAN EXCHANGE TRADED F, TCW ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 20, 2026.

Report Period
June 30, 2026
No. of Stocks
510
Portfolio Value
$839.3M
Holdings by Sector
First Pacific Financial Portfolio Holdings in Q2 2026

491 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
J P MORGAN EXCHANGE TRADED FJCPBOther11.59%2,072,548+66,861+3.33%$97,285,411
TCW ETF TRUSTFLXROther11.01%2,357,086+71,116+3.11%$92,421,351
DIMENSIONAL ETF TRUSTDFAWOther9.22%934,501+69,253+8.00%$77,367,363
VANGUARD INDEX FDSVUGOther5.82%566,990+472,551+500.38%$48,840,556
ISHARES TREFAOther5.10%411,859+10,175+2.53%$42,783,865
SPDR SERIES TRUSTMDYVOther4.14%366,314-762-0.21%$34,744,860
SCHWAB STRATEGIC TRFNDAOther4.02%885,996+6,039+0.69%$33,721,021
SPDR INDEX SHS FDSGMFOther3.36%179,562+4,967+2.84%$28,185,776
MANAGER DIRECTED PORTFOLIOSVGSROther2.06%1,521,618+6,970+0.46%$17,323,620
NUSHARES ETF TRNUSCOther1.62%260,637-4,395-1.66%$13,584,388
MICROSOFT CORPMSFTTechnology1.25%28,183+7,527+36.44%$10,512,670
CISCO SYS INCCSCOTechnology1.05%75,316-2,424-3.12%$8,846,620
JPMORGAN CHASE & COJPMFinancial Services1.01%26,016+1,888+7.82%$8,515,724
CAPITAL GROUP DIVIDEND VALUECGDVOther1.00%170,555+27,222+18.99%$8,404,940
DIMENSIONAL ETF TRUSTDFISOther0.98%233,965+30,831+15.18%$8,195,793
BANK OF NY MELLON CORPBKFinancial Services0.98%56,610-1,921-3.28%$8,186,332
ABBVIE INCABBVHealthcare0.84%27,850-1,283-4.40%$7,008,223
TRAVELERS COMPANIES INCTRVFinancial Services0.78%19,916+58+0.29%$6,574,538
NOVARTIS AGNVSHealthcare0.74%39,871-51-0.13%$6,248,584
INTERNATIONAL BUSINESS MACHSIBMTechnology0.71%21,103-720-3.30%$5,934,285
VANGUARD SCOTTSDALE FDSVCITOther0.71%71,708-3,565-4.74%$5,926,706
JOHNSON & JOHNSONJNJHealthcare0.68%22,381-251-1.11%$5,684,215
WELLTOWER INCWELLReal Estate0.68%24,992-1,283-4.88%$5,672,396
APPLE INCAAPLTechnology0.67%19,484+4,005+25.87%$5,637,770
NORTHERN TR CORPNTRSFinancial Services0.67%32,206-554-1.69%$5,598,742
RTX CORPORATIONRTXIndustrials0.66%29,277-379-1.28%$5,554,808
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.65%5,849+1,344+29.83%$5,471,105
MERCK & CO INCMRKHealthcare0.63%41,379-2,039-4.70%$5,317,162
NVIDIA CORPORATIONNVDATechnology0.63%26,259-2,605-9.03%$5,254,175
ISHARES TREFGOther0.61%41,371-107-0.26%$5,147,326
ROCKWELL AUTOMATION INCROKIndustrials0.61%10,348-212-2.01%$5,122,885
SCHWAB STRATEGIC TRFNDFOther0.58%91,639+8,814+10.64%$4,834,852
AMERICAN ELEC PWR CO INCAEPUtilities0.57%34,730+123+0.36%$4,751,459
PROCTER & GAMBLE COPGConsumer Defensive0.54%30,936+339+1.11%$4,536,453
J P MORGAN EXCHANGE TRADED FJPSEOther0.51%70,723-1,220-1.70%$4,255,075
VANGUARD SCOTTSDALE FDSVGITOther0.46%65,768-1,448-2.15%$3,879,016
VANGUARD INDEX FDSVOOOther0.42%5,152+210+4.25%$3,538,216
PRUDENTIAL FINL INCPRUFinancial Services0.41%32,194+463+1.46%$3,474,684
CHEVRON CORPORATIONCVXEnergy0.41%20,813-787-3.64%$3,449,885
ISHARES TRIWSOther0.41%20,950-523-2.44%$3,448,443
PEPSICO INCPEPConsumer Defensive0.41%25,171+923+3.81%$3,408,190
PROLOGIS INC.PLDReal Estate0.40%24,783-129-0.52%$3,357,411
MEDTRONIC PLCMDTOther0.40%42,850-2,119-4.71%$3,352,156
ADVANCED MICRO DEVICES INCAMDTechnology0.39%5,661-433-7.11%$3,288,532
UNITED PARCEL SVCS INCUPSIndustrials0.35%27,414-85-0.31%$2,946,991
PFIZER INCPFEHealthcare0.30%103,274-428-0.41%$2,486,828
ALPHABET INCGOOGCommunication Services0.28%6,615-333-4.79%$2,337,348
MARVELL TECHNOLOGY INCMRVLTechnology0.28%7,778-525-6.32%$2,317,029
CROWDSTRIKE HLDGS INCCRWDTechnology0.24%2,682-64-2.33%$2,046,742
MORGAN STANLEY ETF TRUSTCVLCOther0.23%20,838-701-3.25%$1,968,543
ISHARES TRSUSAOther0.23%12,260-204-1.64%$1,891,715
NEXTERA ENERGY INCNEEUtilities0.22%20,634+158+0.77%$1,811,012
CUMMINS INCCMIIndustrials0.20%2,403-90-3.61%$1,713,556
ALPHABET INCGOOGLCommunication Services0.20%4,715-522-9.97%$1,684,937
NATIONAL GRID PLCNGGUtilities0.20%20,118+371+1.88%$1,667,179
NUSHARES ETF TRNULGOther0.19%13,889-785-5.35%$1,625,806
ANALOG DEVICES INCADITechnology0.19%4,043-189-4.47%$1,605,844
ISHARES TRDMXFOther0.19%18,821-471-2.44%$1,592,227
VANGUARD BD INDEX FDSBNDOther0.19%21,557-147-0.68%$1,582,467
SCHWAB STRATEGIC TRSCHGOther0.19%46,734+1,020+2.23%$1,581,470
VANGUARD WORLD FDVGTOther0.19%13,228+13,228+100.00%$1,580,952
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.19%3,276-254-7.20%$1,564,520
VANGUARD INDEX FDSVTIOther0.19%4,219-27-0.64%$1,561,065
ASML HLDG NVASMLOther0.18%759-69-8.33%$1,509,985
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services0.18%2--$1,497,700
CATERPILLAR INCCATIndustrials0.18%1,382+26+1.92%$1,471,328
SIMON PPTY GROUP INC NEWSPGReal Estate0.18%6,578+220+3.46%$1,471,215
ING GROEP N.V.INGFinancial Services0.17%46,421+577+1.26%$1,456,691
SCHWAB STRATEGIC TRSCHMOther0.16%37,054-1,880-4.83%$1,366,167
AMAZON COM INCAMZNConsumer Cyclical0.16%5,724-198-3.34%$1,364,259
TIDAL TRUST IJSTCOther0.16%58,687+7,640+14.97%$1,342,754
EATON CORP PLCETNOther0.16%3,142-66-2.06%$1,338,870
WASTE MGMT INC DELWMIndustrials0.16%5,900-135-2.24%$1,315,100
PARKER-HANNIFIN CORPPHIndustrials0.15%1,295-75-5.47%$1,266,670
APPLIED MATLS INCAMATTechnology0.14%1,679+798+90.58%$1,214,131
VANGUARD MUN BD FDSVTEBOther0.14%23,796-2,403-9.17%$1,203,601
GARMIN LTDGRMNOther0.14%5,028-337-6.28%$1,194,334
ECOLAB INCECLBasic Materials0.14%4,247-160-3.63%$1,183,269
VISA INCVFinancial Services0.13%3,191-482-13.12%$1,094,921
HOME DEPOT INCHDConsumer Cyclical0.13%3,017-82-2.65%$1,064,132
DEERE & CODEIndustrials0.13%1,655-102-5.81%$1,049,527
ISHARES TRIVVOther0.12%1,391+97+7.50%$1,042,014
SNOWFLAKE INCSNOWTechnology0.12%3,883-136-3.38%$988,224
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.11%1,904+9+0.47%$952,743
VANGUARD TAX-MANAGED FDSVEAOther0.11%13,233-221-1.64%$942,882
ISHARES TROEFOther0.11%2,496-26-1.03%$913,231
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.11%1,798-41-2.23%$901,582
SHERWIN WILLIAMS COSHWBasic Materials0.10%2,541-99-3.75%$874,776
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials0.10%2,982-42-1.39%$874,286
ISHARES TRDSIOther0.10%6,059-8-0.13%$862,702
TARGET CORPTGTConsumer Defensive0.10%6,577-149-2.22%$859,076
BLACKROCK INCBLKOther0.10%878-2-0.23%$844,637
UNION PAC CORPUNPIndustrials0.10%2,975-37-1.23%$809,245
CHURCH & DWIGHT CO INCCHDConsumer Defensive0.10%8,326-309-3.58%$806,599
SPDR SERIES TRUSTMDYGOther0.09%7,059-136-1.89%$791,289
SALESFORCE INCCRMTechnology0.09%4,960-260-4.98%$777,009
LAM RESEARCH CORPLRCXOther0.09%1,787-120-6.29%$774,205
TRANE TECHNOLOGIES PLCTTOther0.09%1,553-106-6.39%$762,772
BLACKSTONE INCBXFinancial Services0.09%6,426-101-1.55%$756,099
VANGUARD INDEX FDSVTVOther0.09%3,322-87-2.55%$724,043