PACIFIC FINANCIAL GROUP INC
PACIFIC FINANCIAL GROUP INC reported 85 positions worth $208.6M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: IVV (11.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $24.5M | 11.73% | 32,680 | — | — | |
| ▸ 2 | QQQ | SH | $15.0M | 7.21% | 20,412 | — | — | |
| ▸ 3 | IVW | SH | $12.0M | 5.74% | 87,103 | — | — | |
| ▸ 4 | SPY | SH | $9.1M | 4.38% | 12,223 | — | — | |
| ▸ 5 | IJR | SH | $7.9M | 3.79% | 53,339 | — | — | |
| ▸ 6 | VUG | SH | $6.6M | 3.17% | 76,712 | — | — | |
| ▸ 7 | IMCB | SH | $6.4M | 3.05% | 65,814 | — | — | |
| ▸ 8 | SPHQ | SH | $6.3M | 3.00% | 69,457 | — | — | |
| ▸ 9 | IVE | SH | $5.8M | 2.79% | 25,598 | — | — | |
| ▸ 10 | DGRO | SH | $5.7M | 2.74% | 75,554 | — | — |
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Frequently Asked Questions
What stocks does PACIFIC FINANCIAL GROUP INC hold as of Q2 2026?
PACIFIC FINANCIAL GROUP INC reported 85 positions worth $208.6M in its Q2 2026 13F filing. Largest positions: IVV (11.7%), QQQ (7.2%), IVW (5.7%), SPY (4.4%) and IJR (3.8%).
What did PACIFIC FINANCIAL GROUP INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did PACIFIC FINANCIAL GROUP INC 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.