Notify me when PACIFIC FINANCIAL GROUP INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 82 | $179,904,325 | +$59,845,585 | -$17,350,647 | +$42,494,938 | IVV, IVW, SPY, VUG, IJR | 13F-HR | 17 Feb 2026, 08:00 |
| Q3 2025 | 61 | $135,030,277 | +$3,121,650 | -$4,859,871 | -$1,738,221 | IVV, QQQ, IVW, IJR, IVE | 13F-HR | 12 Nov 2025, 07:08 |
| Q2 2025 | 61 | $128,108,575 | +$6,475,310 | -$12,997,762 | -$6,522,452 | IVV, QQQ, IVW, IJR, IVE | 13F-HR | 21 Jul 2025, 11:46 |
| Q1 2025 | 55 | $123,909,633 | +$1,408,577 | -$6,589,823 | -$5,181,246 | IVV, QQQ, IVW, IJR, IVE | 13F-HR | 23 Apr 2025, 09:02 |
| Q4 2024 | 58 | $134,782,556 | +$3,165,454 | -$5,570,740 | -$2,405,286 | IVV, QQQ, IVW, IJR, IVE | 13F-HR | 14 Feb 2025, 12:24 |
| Q3 2024 | 55 | $136,360,081 | +$1,981,813 | -$14,732,733 | -$12,750,920 | IVV, QQQ, IVW, IJR, IVE | 13F-HR | 13 Nov 2024, 09:38 |
| Q2 2024 | 57 | $141,117,963 | +$2,482,499 | -$8,329,889 | -$5,847,390 | IVV, QQQ, IVW, IJR, IVE | 13F-HR | 02 Aug 2024, 16:20 |
| Q1 2024 | 58 | $144,961,625 | +$16,492,227 | -$10,457,071 | +$6,035,156 | IVV, QQQ, IVW, IJR, IVE | 13F-HR | 09 May 2024, 16:00 |
| Q4 2023 | 56 | $134,267,290 | +$797,057 | -$35,429,764 | -$34,632,707 | QQQ, IVV, IJR, IVW, IVE | 13F-HR | 14 Feb 2024, 16:41 |
| Q3 2023 | 58 | $153,391,084 | +$24,531,516 | -$18,508,516 | +$6,023,000 | QQQ, IVV, IVW, IJR, IVE | 13F-HR | 09 Nov 2023, 10:36 |
| Q2 2023 | 57 | $152,499,774 | +$27,040,235 | -$14,075,875 | +$12,964,360 | QQQ, IVV, SHY, IJR, IVW | 13F-HR | 11 Aug 2023, 10:47 |
| Q1 2023 | 53 | $132,698,780 | +$5,281,727 | -$12,089,461 | -$6,807,734 | SHV, QQQ, IVV, IJR, IVW | 13F-HR | 17 May 2023, 16:20 |
| Q4 2022 | 53 | $133,308,016 | +$33,423,088 | -$17,674,228 | +$15,748,860 | SHV, IVV, QQQ, IJR, IVW | 13F-HR | 14 Feb 2023, 17:56 |
| Q3 2022 | 51 | $111,533,000 | +$7,042,258 | -$25,077,206 | -$18,034,948 | BIL, IVV, IJR, SPD, IVW | 13F-HR | 11 Oct 2022, 11:21 |
| Q2 2022 | 59 | $134,739,000 | +$24,872,449 | -$26,180,491 | -$1,308,042 | QQQ, BIL, IVV, IJR, IVW | 13F-HR | 13 Jul 2022, 17:13 |
| Q1 2022 | 62 | $153,628,000 | +$36,799,641 | -$30,829,989 | +$5,969,652 | BIL, IVV, ESGU, IJR, IVW | 13F-HR | 22 Apr 2022, 11:19 |
| Q4 2021 | 62 | $152,368,000 | +$31,223,147 | -$25,463,063 | +$5,760,084 | IVV, ESGU, QQQ, IJR, IVW | 13F-HR | 18 Jan 2022, 12:20 |
| Q3 2021 | 66 | $140,152,000 | +$13,523,359 | -$16,901,559 | -$3,378,200 | IVV, IJR, IVW, VOO, SPYV | 13F-HR | 18 Oct 2021, 18:53 |
| Q2 2021 | 67 | $144,741,000 | +$27,925,558 | -$7,434,967 | +$20,490,591 | IJR, IVV, IVW, VOO, SPYV | 13F-HR | 22 Jul 2021, 17:06 |
| Q1 2021 | 59 | $123,893,000 | +$12,135,634 | -$8,961,349 | +$3,174,285 | VOO, IJR, IVV, IVW, SPYV | 13F-HR | 20 Apr 2021, 16:06 |
| Q4 2020 | 55 | $113,216,000 | +$47,651,595 | -$63,480,501 | -$15,828,906 | IJR, IVW, IVV, VOO, IMCB | 13F-HR | 12 Jan 2021, 10:46 |
| Q3 2020 | 124 | $127,258,000 | +$26,770,400 | -$14,909,400 | +$11,861,000 | IVW, IJH, VUG, SPHQ, VEA | 13F-HR | 09 Nov 2020, 15:08 |
| Q2 2020 | 50 | $74,337,000 | $0 | -$705,787 | -$705,787 | VTV, SHY, VEA, USMV, XLV | 13F-HR | 06 Jul 2020, 11:26 |
| Q1 2020 | 50 | $96,930,000 | +$7,749,543 | -$802,524,634 | -$794,775,091 | QQQ, VTV, SHY, VEA, VUG | 13F-HR | 07 Apr 2020, 18:33 |
| Q4 2019 | 80 | $1,014,466,000 | +$270,025,252 | -$235,388,422 | +$34,636,830 | QQQ, IJH, IJR, USMV, XMLV | 13F-HR | 07 Jan 2020, 14:58 |
| Q3 2019 | 83 | $921,615,000 | +$137,908,844 | -$64,781,165 | +$73,127,679 | IJH, IJR, QQQ, SHV, XLV | 13F-HR | 03 Oct 2019, 12:16 |
| Q2 2019 | 82 | $827,797,000 | +$7,500,853 | $0 | +$7,500,853 | IJH, IJR, QQQ, IWB, VOO | 13F-HR | 08 Jul 2019, 16:48 |
| Q1 2019 | 70 | $820,300,000 | +$276,640,633 | -$161,198,031 | +$115,442,602 | IJH, IJR, QQQ, IWB, VOO | 13F-HR | 14 May 2019, 12:44 |
| Q4 2018 | 57 | $630,402,000 | $0 | $0 | $0 | IJR, VOO, QQQ, IWR, IJH | 13F-HR | 12 Feb 2019, 18:14 |
| Q2 2016 | 59 | $55,880,000 | +$18,983,674 | -$17,965,452 | +$1,018,222 | IVE, IVW, IVV, QQQ, VOO | 13F-HR | 27 Jul 2016, 10:44 |
| Q4 2015 | 61 | $53,747,000 | +$6,918,128 | -$31,532,908 | -$24,614,780 | VOO, IVW, QQQ, IJR, IVV | 13F-HR | 22 Jan 2016, 09:57 |
| Q3 2015 | 65 | $76,319,000 | +$12,296,241 | -$18,413,787 | -$6,117,546 | GVI, IJH, IJR, VOO, IVW | 13F-HR | 26 Oct 2015, 17:18 |
| Q2 2015 | 51 | $87,989,000 | +$33,704,770 | -$19,404,578 | +$14,300,192 | RPG, GVI, IJH, IJR, IVW | 13F-HR | 20 Jul 2015, 11:43 |
| Q1 2015 | 48 | $76,823,000 | +$24,642,011 | -$291,264,949 | -$266,622,938 | IJH, CSM, GVI, IVW, IJR | 13F-HR | 27 Apr 2015, 12:28 |
| Q4 2014 | 226 | $338,090,000 | +$275,926,625 | -$39,616,276 | +$236,310,349 | CSM, VOO, GVI, RPG, IJR | 13F-HR | 28 Jan 2015, 14:20 |
| Q3 2014 | 40 | $97,533,000 | +$56,760,452 | -$22,046,839 | +$34,713,613 | RPV, CSM, IJH, VOO, IVV | 13F-HR | 23 Oct 2014, 13:39 |
| Q2 2014 | 48 | $63,027,000 | +$20,835,758 | -$206,273,631 | -$185,437,873 | RPG, CSM, VOO, RPV, IJH | 13F-HR | 28 Jul 2014, 16:58 |
| Q1 2014 | 56 | $239,948,000 | +$205,445,397 | -$18,471,438 | +$186,973,959 | VOO, RPG, VUG, PWB, ITA | 13F-HR | 24 Apr 2014, 16:26 |
| Q4 2013 | 52 | $51,969,000 | $0 | $0 | $0 | VOO, GURU, RPG, GVI, IJR | Restatement | 05 Feb 2014, 14:14 |