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Jacqueline Kruger

First Pacific Financial

Assets Managed
$776.525M
Holdings
663
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
1.4%(2Q avg: 3.9%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in First Pacific Financial's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 663 positions.

Assets under management

The assets under management (AUM) of First Pacific Financial over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 776.525M in assets, with a quarterly growth rate of 1.4% and a 2-quarter average growth rate of 3.9%. The portfolio is managed by Jacqueline Kruger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 4.19%
12.17%
$94.428M
2.006M shares@ $47.09 avg price
FLXR
Tcw Flexible Income Etf
Recent Activity
Increased 5.07%
11.57%
$89.77M
2.286M shares@ $39.28 avg price
DFAW
Dimenstional World Eqty Etf
Recent Activity
Increased 6.07%
8.23%
$63.838M
865,248 shares@ $73.79 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -1%
5.32%
$41.25M
94,439 shares@ $436.8 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 34.01%
5.03%
$39.016M
401,684 shares@ $97.14 avg price
MDYV
Spdr S&p 400 Mid Cap Value E
Recent Activity
Decreased -0.72%
4.03%
$31.257M
367,076 shares@ $85.16 avg price
FNDA
Schwab Fndmntl Us Sm Co Etf
Recent Activity
Decreased -1.44%
3.68%
$28.537M
879,957 shares@ $32.44 avg price
NUBD
Nuveen Esg Us Aggregate Bond
Recent Activity
Increased 5.09%
3.58%
$27.77M
1.25M shares@ $22.22 avg price
GMF
Spdr S&p Emerging Asia Pacif
Recent Activity
Decreased -0.74%
3.07%
$23.769M
174,595 shares@ $136.14 avg price
EMSF
Matthews Em Sustainable
Recent Activity
Increased 25.38%
2.41%
$18.705M
602,098 shares@ $31.07 avg price

1-10 of 663