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PACIFIC FINANCIAL GROUP INC 13F holdings

Filed 2026-08-13 · PACIFIC FINANCIAL GROUP INC · 85 positions · $208.6M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR32.7K$24.5M11.7%
QQQINVESCO QQQ TR20.4K$15.0M7.2%
IVWISHARES TR87.1K$12.0M5.7%
SPYSTATE STR SPDR S&P 500 ETF T12.2K$9.1M4.4%
IJRISHARES TR53.3K$7.9M3.8%
VUGVANGUARD INDEX FDS76.7K$6.6M3.2%
IMCBISHARES TR65.8K$6.4M3.0%
SPHQINVESCO EXCHANGE TRADED FD T69.5K$6.3M3.0%
IVEISHARES TR25.6K$5.8M2.8%
DGROISHARES TR75.6K$5.7M2.7%
SPYVSPDR SERIES TRUST90.7K$5.5M2.6%
VEAVANGUARD TAX-MANAGED FDS76.9K$5.5M2.6%
IJHISHARES TR67.0K$5.2M2.5%
VTVVANGUARD INDEX FDS22.2K$4.8M2.3%
SECTNORTHERN LTS FD TR IV64.7K$4.7M2.2%
SPMOINVESCO EXCH TRADED FD TR II25.9K$4.2M2.0%
HAWXISHARES TR80.1K$3.7M1.8%
PULSPGIM ETF TR74.3K$3.7M1.8%
FDVVFIDELITY COVINGTON TRUST58.2K$3.5M1.7%
DYNFBLACKROCK ETF TRUST51.5K$3.5M1.7%
VBVANGUARD INDEX FDS10.4K$3.1M1.5%
IJKISHARES TR25.6K$3.0M1.4%
SPIBSPDR SERIES TRUST80.5K$2.7M1.3%
IEFAISHARES TR26.1K$2.5M1.2%
EFAISHARES TR22.8K$2.4M1.1%
—LISTED FDS TR53.3K$2.2M1.1%
SHYISHARES TR26.5K$2.2M1.0%
VGLTVANGUARD SCOTTSDALE FDS35.5K$2.0M0.9%
VWOVANGUARD INTL EQUITY INDEX F32.3K$1.9M0.9%
VTIVANGUARD INDEX FDS4.8K$1.8M0.8%
AGGISHARES TR16.4K$1.6M0.8%
IJTISHARES TR9.1K$1.6M0.8%
SPYMSPDR SERIES TRUST18.0K$1.6M0.8%
EEMISHARES TR22.0K$1.5M0.7%
BSVVANGUARD BD INDEX FDS19.0K$1.5M0.7%
VVVANGUARD INDEX FDS4.1K$1.4M0.7%
IWMISHARES TR4.7K$1.4M0.7%
IJJISHARES TR9.1K$1.3M0.6%
IJSISHARES TR9.8K$1.3M0.6%
GTOINVESCO ACTIVELY MANAGED EXC25.6K$1.2M0.6%
QQQMINVESCO EXCH TRADED FD TR II3.9K$1.2M0.6%
IWFISHARES TR9.5K$1.2M0.6%
MBBISHARES TR12.1K$1.1M0.5%
IEIISHARES TR8.9K$1.1M0.5%
IWDISHARES TR4.2K$1.0M0.5%
IWBISHARES TR2.4K$991,4000.5%
BNDXVANGUARD CHARLOTTE FDS19.1K$924,1700.4%
IWRISHARES TR8.3K$918,2610.4%
AVEMAMERICAN CENTY ETF TR9.5K$912,1200.4%
MDYSTATE STR SPDR S&P MIDCAP 401.3K$890,6700.4%
GOVTISHARES TR38.5K$876,9380.4%
EWJISHARES INC9.3K$869,9650.4%
VOOVANGUARD INDEX FDS1.3K$866,6450.4%
VYMIVANGUARD WHITEHALL FDS8.3K$810,8060.4%
FELGFIDELITY COVINGTON TRUST18.0K$785,8910.4%
VTWOVANGUARD SCOTTSDALE FDS6.1K$745,0330.4%
PDBCINVESCO ACTVELY MNGD ETC FD46.1K$732,3060.4%
BIVVANGUARD BD INDEX FDS8.9K$685,6690.3%
DIASTATE STR SPDR DOW JONES IND1.3K$677,5400.3%
IWYISHARES TR2.3K$674,4960.3%
Top Fund Holdings
13F
Top Fund Holdings

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