Pacific Asset Management, LLC - Portfolio overview

Pacific Asset Management, LLC has 72 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 17.87%
2. DFSD - DIMENSIONAL ETF TRUST, 11.18%
3. DFIC - DIMENSIONAL ETF TRUST, 8.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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