Pacific Park Financial, Inc. holds a focused book of 77 stocks worth $172.3M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Dimensional US Core Equity 2 and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 16% of the equity book. Cloning the disclosed picks since 2026 would be +4% (+8.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Pacific Park Financial, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Pacific Park Financial, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
8% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Pacific Park Financial, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 77 | $234.9B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 77 | $90.5B |
| RAYMOND JAMES FINANCIAL INC | 80 / 77 | $75.8B |
| LPL Financial LLC | 80 / 77 | $73.7B |
| Cetera Investment Advisers | 80 / 77 | $20.7B |
| TRUIST FINANCIAL CORP | 80 / 77 | $17.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 77 | $16.3B |
| OSAIC HOLDINGS, INC. | 80 / 77 | $15.5B |
Ranked by how many of Pacific Park Financial, Inc.'s top 77 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $27.7M | 74.8K | 16.1% | ▼−15% Reduced · −13K sh | |
| 2 | Dimensional ETF Trust US COR EQU 2 ETF | $15.9M | 358.2K | 9.2% | ▲New New position | |
| 3 | Schwab Strategic TR US AGGREGATE B | $15.2M | 658.2K | 8.8% | ▼−1.1% Reduced · −7K sh | |
| 4 | Vanguard Intl Equity Index F TT WRLD ST ETF | $12.2M | 78.0K | 7.1% | ▼−32% Reduced · −36K sh | |
| 5 | Vanguard BD Index FDS SHORT TRM BOND | $6.6M | 85.2K | 3.9% | ▲+12% Added · +9K sh | |
| 6 | Ishares Gold TR ISHARES NEW | $5.6M | 73.8K | 3.2% | ▼−0.5% Reduced · −387 sh | |
| 7 | Pacer FDS TR TRENDP US LAR CP | $5.1M | 87.4K | 3.0% | ▲+0.4% Added · +360 sh | |
| 8 | Ishares TR CORE US AGGBD ET | $4.3M | 43.3K | 2.5% | ▲+6.1% Added · +2K sh | |
| 9 | Ishares TR 3 7 YR TREAS BD | $3.9M | 33.1K | 2.3% | ▲+5.5% Added · +2K sh | |
| 10 | Schwab Strategic TR US BRD MKT ETF | $3.8M | 129.6K | 2.2% | ▼−17% Reduced · −26K sh | |
| 11 | Vanguard BD Index FDS INTERMED TERM | $3.4M | 44.9K | 2.0% | ▲+2.9% Added · +1K sh | |
| 12 | Ishares TR CORE S&P MCP ETF | $3.4M | 44.1K | 2.0% | ▼−10% Reduced · −5K sh | |
| 13 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $3.3M | 41.7K | 1.9% | ▼−1.9% Reduced · −800 sh | |
| 14 | Ishares TR CORE MSCI TOTAL | $3.3M | 34.3K | 1.9% | ▼−31% Reduced · −15K sh | |
| 15 | Vanguard Index FDS S&P 500 ETF SHS | $3.1M | 4.5K | 1.8% | ▼−3.9% Reduced · −181 sh | |
| 16 | Vanguard Scottsdale FDS SHORT TERM TREAS | $3.0M | 50.9K | 1.7% | ▲+23% Added · +10K sh | |
| 17 | Dimensional ETF Trust US SMALL CAP ETF | $2.9M | 74.6K | 1.7% | ▲+57% Added · +27K sh | |
| 18 | Vanguard Star FDS VG TL INTL STK F | $2.7M | 32.1K | 1.6% | ▼−18% Reduced · −7K sh | |
| 19 | Microsoft Corp COM | $2.7M | 7.1K | 1.5% | ▲+591% Added · +6K sh | |
| 20 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.4M | 34.3K | 1.4% | ▼−41% Reduced · −23K sh | |
| 21 | Ishares TR CORE DIV GRWTH | $2.2M | 29.4K | 1.3% | ▲+86% Added · +14K sh | |
| 22 | Ishares TR CORE S&P500 ETF | $2.1M | 2.9K | 1.2% | ▼−8.5% Reduced · −265 sh | |
| 23 | Ishares TR 0-3 MTH TREASURY | $1.8M | 17.8K | 1.0% | ▲+20% Added · +3K sh | |
| 24 | Innovator Etfs Trust US EQTY PWR BUF | $1.7M | 34.3K | 1.0% | ▼−1.2% Reduced · −431 sh | |
| 25 | Vanguard Index FDS MID CAP ETF | $1.5M | 18.1K | 0.8% | ▲+440% Added · +15K sh | |
| 26 | SPDR Series Trust ST STR BLO 1 ETF | $1.5M | 15.9K | 0.8% | ▲+3.1% Added · +487 sh | |
| 27 | Ishares TR RUS MID CAP ETF | $1.4M | 13.1K | 0.8% | ▲+7.8% Added · +944 sh | |
| 28 | Ishares TR 1 3 YR TREAS BD | $1.4M | 17.5K | 0.8% | ▲+18% Added · +3K sh | |
| 29 | SPDR Series Trust ST SHO TREAS ETF | $1.3M | 46.4K | 0.8% | ▲+7.8% Added · +3K sh | |
| 30 | J P Morgan Exchange Traded F EQUITY PREMIUM | $1.3M | 23.7K | 0.8% | ▲+4.2% Added · +946 sh | |
| 31 | Janus Detroit STR TR HENDRSON AAA CL | $1.1M | 22.8K | 0.7% | ▼−10% Reduced · −3K sh | |
| 32 | Ishares TR RUS 1000 ETF | $1.1M | 2.8K | 0.7% | ▼−21% Reduced · −753 sh | |
| 33 | Eli Lilly & Co COM | $1.1M | 900 | 0.6% | —Held | |
| 34 | Innovator Etfs Trust US EQTY PWR BUF | $994K | 21.6K | 0.6% | ▼−9.2% Reduced · −2K sh | |
| 35 | Micron Technology Inc COM | $919K | 796 | 0.5% | ▼−0.5% Reduced · −4 sh | |
| 36 | Innovator Etfs Trust US EQTY PWR BUF | $916K | 19.2K | 0.5% | ▼−5.8% Reduced · −1K sh | |
| 37 | Ishares TR CORE S&P TTL STK | $898K | 5.5K | 0.5% | ▼−11% Reduced · −688 sh | |
| 38 | Schwab Strategic TR FUNDAMENTAL INTL | $851K | 16.1K | 0.5% | ▼−44% Reduced · −13K sh | |
| 39 | Innovator Etfs Trust US EQTY PWR BUF | $849K | 19.6K | 0.5% | ▼−1.3% Reduced · −260 sh | |
| 40 | SPDR Index SHS FDS ST STR PO EX ETF | $763K | 15.1K | 0.4% | ▲+11% Added · +1K sh | |
| 41 | Vanguard Index FDS SM CP VAL ETF | $762K | 3.1K | 0.4% | ▲+66% Added · +1K sh | |
| 42 | Ishares TR ISHS 1-5YR INVS | $750K | 14.3K | 0.4% | ▼−9.4% Reduced · −1K sh | |
| 43 | Invesco QQQ TR UNIT SER 1 | $717K | 973 | 0.4% | —Held | |
| 44 | Innovator Etfs Trust US EQT PWR BUF | $712K | 16.9K | 0.4% | ▼−8.4% Reduced · −2K sh | |
| 45 | Innovator Etfs Trust US EQTY PWR BUF | $678K | 14.6K | 0.4% | ▼−2.4% Reduced · −365 sh | |
| 46 | Select Sector SPDR TR ST STR TECHN ETF | $608K | 3.2K | 0.4% | ▼−2.1% Reduced · −68 sh | |
| 47 | Apple Inc COM | $592K | 2.0K | 0.3% | ▼−1.0% Reduced · −20 sh | |
| 48 | SPDR Series Trust ST SHOR CORP ETF | $579K | 19.3K | 0.3% | ▼−10% Reduced · −2K sh | |
| 49 | Vanguard Mun BD FDS TAX EXEMPT BD | $549K | 10.8K | 0.3% | ▼−8.2% Reduced · −966 sh | |
| 50 | Schwab Strategic TR SHT TM US TRES | $525K | 21.8K | 0.3% | ▼−10% Reduced · −3K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.