First Pacific Financial Portfolio Stock Holdings

According to the SEC 13F filed on July 20, 2026, First Pacific Financial disclosed 498 stock positions valued at approximately $839.27M as of quarter-end June 30, 2026. The largest holdings include J P MORGAN EXCHANGE TRADED F, TCW ETF TRUST, and DIMENSIONAL ETF TRUST.

Report Period
June 30, 2026
No. of Stocks
498
Portfolio Value
$839.27M
Holdings by Sector
First Pacific Financial Portfolio Holdings in Q2 2026
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
Showing 30 of 498 holdings in the latest reporting period.