13F Filings History of Pacific Center for Financial Services

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$390,609,123
Signature - Title
Ruth Thortvedt - Compliance Consultant
Location
San Ramon, CA
Summary
This page shows a list of all the recent 13F filings made by Pacific Center for Financial Services. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pacific Center for Financial Services reported 474 stock holdings with total value $390,609,123 as of Q4 2025. Top holdings included QQQ, VUSB, VTI, SMLF, and VO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 474 $390,609,123 $0 $0 $0 QQQ, VUSB, VTI, SMLF, VO 13F-HR 13 Feb 2026, 18:19
Q3 2025 474 $392,109,781 +$4,551,676 -$2,659,862 +$1,891,814 QQQ, VUSB, VTI, SMLF, VO 13F-HR 13 Nov 2025, 12:24
Q2 2025 464 $368,623,699 +$699,456 -$32,329,743 -$31,630,287 QQQ, VUSB, VTI, SMLF, VO 13F-HR 15 Aug 2025, 18:45
Q1 2025 470 $377,078,657 +$37,295,715 -$35,411,296 +$1,884,419 VUSB, QQQ, VTI, JEPI, SMLF 13F-HR 15 May 2025, 13:56
Q4 2024 470 $388,544,203 +$10,779,201 -$2,735,821 +$8,043,380 QQQ, VUSB, VTI, JEPI, SMLF 13F-HR 18 Feb 2025, 09:20
Q3 2024 469 $379,715,702 +$5,636,595 -$1,808,851 +$3,827,744 QQQ, VUSB, VTI, JEPI, SMLF 13F-HR 15 Nov 2024, 16:37
Q2 2024 461 $356,713,589 +$7,981,917 -$1,605,690 +$6,376,227 QQQ, VUSB, JEPI, VTI, SMLF 13F-HR 14 Aug 2024, 18:24
Q1 2024 460 $350,705,196 +$46,795,016 -$25,897,502 +$20,897,514 QQQ, VUSB, JEPI, VTI, SMLF 13F-HR 20 May 2024, 13:38
Q4 2023 389 $317,148,037 +$29,368,838 -$33,050,640 -$3,681,802 QQQ, VUSB, JEPI, VTI, IJR 13F-HR 20 Feb 2024, 09:48
Q3 2023 408 $294,399,754 +$28,541,131 -$25,821,641 +$2,719,490 VUSB, QQQ, JEPI, VTI, IJR 13F-HR 15 Nov 2023, 13:33
Q2 2023 397 $304,097,672 +$3,003,792 -$1,414,663 +$1,589,129 VUSB, JEPI, QQQ, VTI, IJR 13F-HR 09 Aug 2023, 18:18
Q1 2023 403 $290,123,052 +$27,942,837 -$19,734,826 +$8,208,011 VUSB, JEPI, QQQ, VTI, IJR 13F-HR 16 May 2023, 17:30
Q3 2022 390 $255,560,000 +$27,927,254 -$1,588,551 +$26,338,703 VUSB, JEPI, VTI, QQQ, MGK 13F-HR 10 Nov 2022, 20:33
Q2 2022 386 $242,441,000 +$6,949,190 -$3,274,918 +$3,674,272 VUSB, QQQ, VTI, MGK, VNQ 13F-HR 11 Aug 2022, 18:52
Q1 2022 368 $279,641,000 +$79,677,711 -$34,543,621 +$45,134,090 VUSB, QQQ, VTI, MGK, VNQ 13F-HR 10 May 2022, 13:45
Q4 2021 379 $248,183,000 +$4,237,211 -$5,599,611 -$1,362,400 QQQ, VTI, USMV, MGK, VNQ 13F-HR 14 Feb 2022, 11:56
Q3 2021 387 $229,248,000 +$7,652,338 -$4,877,199 +$2,775,139 QQQ, VTI, USMV, MGK, VXF 13F-HR 15 Nov 2021, 13:42
Q2 2021 344 $229,192,000 +$7,331,060 -$2,940,037 +$4,391,023 QQQ, USMV, VTI, MGK, VXF 13F-HR 16 Aug 2021, 11:57
Q1 2021 334 $209,005,000 +$4,524,117 -$76,153,489 -$71,629,372 QQQ, USMV, VTI, MGK, VXF 13F-HR 17 May 2021, 15:52
Q4 2020 323 $270,112,000 +$7,595,724 -$2,711,085 +$4,884,639 ICSH, USMV, QQQ, MGK, VTI 13F-HR 17 Feb 2021, 18:08
Q3 2020 306 $241,565,000 +$34,960,838 -$6,034,289 +$28,926,549 ICSH, USMV, QQQ, MGK, VTI 13F-HR 02 Nov 2020, 18:38
Q2 2020 297 $202,902,000 +$29,089,547 -$5,869,015 +$23,220,532 ICSH, QQQ, USMV, VTI, MGK 13F-HR 06 Aug 2020, 12:27
Q1 2020 288 $158,034,000 +$3,409,120 -$32,521,094 -$29,111,974 ICSH, QQQ, USMV, VTI, XMLV 13F-HR 15 May 2020, 15:14
Q4 2019 305 $227,455,000 +$15,481,396 -$2,485,192 +$12,996,204 ICSH, QQQ, USMV, VTI, EFAV 13F-HR 13 Feb 2020, 15:16
Q3 2019 317 $204,311,000 +$7,642,336 -$1,309,091 +$6,333,245 ICSH, QQQ, USMV, VTI, EFAV 13F-HR 13 Nov 2019, 20:00
Q2 2019 314 $195,107,000 +$18,648,303 -$14,108,489 +$4,539,814 ICSH, QQQ, USMV, VTI, EFAV 13F-HR 14 Aug 2019, 18:57
Q1 2019 311 $185,882,000 +$3,693,259 -$22,657,641 -$18,964,382 ICSH, QQQ, VTI, USMV, EFAV 13F-HR 16 May 2019, 14:22
Q4 2018 322 $186,028,000 +$9,485,934 -$5,908,891 +$3,577,043 ICSH, QQQ, FLRN, VTI, EFAV 13F-HR 19 Feb 2019, 08:51
Q3 2018 315 $205,043,000 +$43,949,077 -$16,323,734 +$27,625,343 QQQ, ICSH, FLRN, VTI, XMLV 13F-HR 13 Nov 2018, 19:20
Q2 2018 304 $170,326,000 +$50,513,813 -$46,904,524 +$3,609,289 QQQ, XMLV, VTI, EFAV, IJR 13F-HR 13 Aug 2018, 19:20
Q1 2018 302 $163,457,000 +$3,505,842 -$994,865 +$2,510,977 QQQ, XMLV, EFAV, VTI, IJR 13F-HR 08 May 2018, 15:29
Q4 2017 304 $163,299,000 +$4,073,816 -$2,786,747 +$1,287,069 QQQ, XMLV, VTI, EFAV, IJR 13F-HR 15 Feb 2018, 11:45
Q3 2017 310 $155,998,000 +$2,885,880 -$922,831 +$1,963,049 QQQ, XMLV, VTI, EFAV, IJR 13F-HR 14 Nov 2017, 14:09
Q2 2017 299 $149,058,000 +$5,432,702 -$1,891,283 +$3,541,419 QQQ, XMLV, EFAV, VTI, IJR 13F-HR 11 Aug 2017, 12:03
Q1 2017 298 $142,702,000 +$24,119,589 -$18,448,119 +$5,671,470 QQQ, XMLV, VTI, EFAV, IJR 13F-HR 25 May 2017, 13:11
Q4 2016 310 $131,526,000 $0 $0 $0 QQQ, USMV, VNQ, EFAV, TOTL 13F-HR 16 Feb 2017, 18:18