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Sarah Hidalgo

Pacific Financial Group Inc

Assets Managed
$185.579M
Holdings
87
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
3.16%(2Q avg: 18.2%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pacific Financial Group Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 87 positions.

Assets under management

The assets under management (AUM) of Pacific Financial Group Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 185.579M in assets, with a quarterly growth rate of 3.16% and a 2-quarter average growth rate of 18.2%. The portfolio is managed by Sarah Hidalgo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -8.06%
11.31%
$20.971M
32,104 shares@ $653.23 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 364.99%
6.78%
$12.579M
21,794 shares@ $577.2 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -11.82%
5.54%
$10.271M
90,806 shares@ $113.12 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -6.33%
5.1%
$9.448M
14,505 shares@ $651.39 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -4.55%
3.64%
$6.748M
54,283 shares@ $124.32 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -9.21%
3.54%
$6.565M
15,031 shares@ $436.8 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -8.64%
3.25%
$6.014M
93,855 shares@ $64.08 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -8.78%
3.06%
$5.677M
26,887 shares@ $211.16 avg price
IMCB
Ishares Morningstar Mid-cap
Recent Activity
Decreased -2.18%
3.01%
$5.567M
66,732 shares@ $83.44 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -5.94%
2.89%
$5.352M
76,255 shares@ $70.18 avg price

1-10 of 87