§ 13F · FUND PROFILE
PACIFIC FINANCIAL GROUP INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $128.1T (13F)Positions · 61Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$27.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 35K | $23.9T | 13.3% | +7% |
| 2 | IVW | ISHARES TR | 103K | $12.7T | 7.1% | +8% |
| 3 | SPY | SPDR S&P 500 ETF TR | 15K | $10.6T | 5.9% | +95% |
| 4 | VUG | VANGUARD INDEX FDS | 17K | $8.1T | 4.5% | +125% |
| 5 | IJR | ISHARES TR | 57K | $6.8T | 3.8% | +7% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 103K | $6.4T | 3.6% | +434% |
| 7 | IVE | ISHARES TR | 29K | $6.3T | 3.5% | +2% |
| 8 | VTV | VANGUARD INDEX FDS | 30K | $5.7T | 3.2% | +115% |
| 9 | IMCB | ISHARES TR | 68K | $5.6T | 3.1% | +13% |
| 10 | DGRO | ISHARES TR | 81K | $5.6T | 3.1% | +12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PACIFIC SIGNAL
AC read
PACIFIC FINANCIAL GROUP INC is a Other fund managing $128108.6 trillion in assets. The fund runs a portfolio of 61 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed