Pacific Financial Group Inc 13F Portfolio

CIK 1279926 Filing since Q1 2014 Q1 2026 filed May 13, 2026
Holdings as of Mar 31, 2026, from the 13F filed May 13, 2026.

Portfolio Snapshot

1 positions · Q1 2026

Pacific Financial Group Inc reported 1 positions worth $829.58K for the quarter ended Mar 31, 2026, up 18.0% on the prior quarter. It opened 0 new positions, added to 1, trimmed 0 and exited 0. Its largest holding is abrdn Gold ETF Trust at 100% of the portfolio.

Portfolio Value
$829.58K
+18.0% QoQ · +11.7% YoY
Positions
1
0 new · 0 sold out
Top 10 Concentration
100%
of portfolio value
Largest Position
SGOL 100%
abrdn Gold ETF Trust
Net Buying
+$65.81K
$65.81K bought · $0.00 sold
Turnover
0%
of the portfolio traded
Top Sector
Others
100% of value
Track Record
33
quarters on file since Q1 2014

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

1 sectors
100%
Others
Other100%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

OtherTechnologyConsumer StaplesFinancial ServicesIndustrialsConsumer DiscretionaryUtilitiesHealthcareCommunication ServicesEnergyReal EstateBasic Materials

Largest Buys

Q1 2026
Holding Change Change % Trade Value Weight
SGOL abrdn Gold ETF Trust +1,475 +8.6% $65.81K 100%

Largest Sells

Q1 2026

No positions were reduced this quarter.

New Positions

Q1 2026

No new positions this quarter.

Closed Positions

Q1 2026

No positions were closed this quarter.

Holdings · Q1 2026

1 Positions

As ofMar 31, 2026
Value$829.58K
Top 10100%
Avg position$829.58K
# Activity
Showing all 1 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Pacific Financial.

About Pacific Financial Group Inc’s 13F Portfolio

What are Pacific Financial Group Inc’s largest holdings?

As of its Q1 2026 13F filing, Pacific Financial Group Inc’s five largest positions were abrdn Gold ETF Trust (SGOL) at 100.0% of the reported portfolio.

How much is Pacific Financial Group Inc’s portfolio worth?

Pacific Financial Group Inc reported a 13F portfolio worth $829.58K across 1 positions for Q1 2026. That is up 18.0% from the previous quarter.

What did Pacific Financial Group Inc buy in Q1 2026?

Its largest purchases by value were abrdn Gold ETF Trust ($65.81K). It opened 0 new positions.

Where does this data come from?

From the Form 13F-HR reports Pacific Financial Group Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.