Pacific Asset Management, LLC

CIK 0002054012 · GIG HARBOR, WA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Pacific Asset Management, LLC reported 76 positions worth $203.8M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: DFAC (18.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$203.8M
2026 Q2
Positions
76
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.7%
Est. Net Flow (Q)
2026 Q2
10 / 76 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFACDIMENSIONAL ETF TRUSTSH$38.0M18.66%857,246
2DFSDDIMENSIONAL ETF TRUSTSH$21.4M10.52%448,747
3DFICDIMENSIONAL ETF TRUSTSH$16.9M8.28%452,923
4DFAUDIMENSIONAL ETF TRUSTSH$10.9M5.37%211,750
5DFEMDIMENSIONAL ETF TRUSTSH$9.0M4.42%221,566
6AVIGAMERICAN CENTY ETF TRSH$8.1M3.97%195,503
7AVGEAMERICAN CENTY ETF TRSH$7.1M3.50%71,984
8AVUVAMERICAN CENTY ETF TRSH$6.2M3.05%49,831
9DFCFDIMENSIONAL ETF TRUSTSH$5.1M2.51%121,303
10DFATDIMENSIONAL ETF TRUSTSH$4.9M2.43%70,727

The free plan shows the top 10 positions. The remaining 66 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Pacific Asset Management, LLC hold as of Q2 2026?

Pacific Asset Management, LLC reported 76 positions worth $203.8M in its Q2 2026 13F filing. Largest positions: DFAC (18.7%), DFSD (10.5%), DFIC (8.3%), DFAU (5.4%) and DFEM (4.4%).

What did Pacific Asset Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Pacific Asset Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.