PACIFIC FINANCIAL GROUP INC - Portfolio overview

PACIFIC FINANCIAL GROUP INC has 89 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds.

Its largest classified sector exposures are Real Estate.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 11.23%
2. QQQ - INVESCO QQQ TR, 6.73%
3. IVW - ISHARES TR, 5.50%

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

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