Jacqueline Kruger

First Pacific Financial

Assets Managed

$839.271M

Holdings

510

Last Quarter

2026 - Q2

Filed Date

3d ago

Growth Rate

8.09%(2Q avg: 4.74%)

Sustained Growth

11 quarters

Portfolio positions

This chart displays the top 10 holdings in First Pacific Financial's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 510 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 839.271M in assets, with a quarterly growth rate of 8.09% and a 2-quarter average growth rate of 4.74%. The portfolio is managed by Jacqueline Kruger, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
JCPB Jpmorgan Core Plus Bond Etf Recent Activity Increased 3.34%	11.6%	$97.285M 2.073M shares@ $46.95 avg price	Increased 3.34%
FLXR Tcw Flexible Income Etf Recent Activity Increased 3.12%	11.02%	$92.421M 2.357M shares@ $39.22 avg price	Increased 3.12%
DFAW Dimenstional World Eqty Etf Recent Activity Increased 8.01%	9.22%	$77.367M 934,501 shares@ $82.8 avg price	Increased 8.01%
VUG Vanguard Growth Etf Recent Activity Increased 500.38%	5.82%	$48.841M 566,990 shares@ $86.15 avg price	Increased 500.38%
EFA Ishares Msci Eafe Etf Recent Activity Increased 2.54%	5.1%	$42.784M 411,859 shares@ $103.88 avg price	Increased 2.54%
MDYV Spdr S&p 400 Mid Cap Value E Recent Activity Decreased -0.2%	4.14%	$34.745M 366,314 shares@ $94.85 avg price	Decreased -0.2%
FNDA Schwab Fndmntl Us Sm Co Etf Recent Activity Increased 0.69%	4.02%	$33.721M 885,996 shares@ $38.07 avg price	Increased 0.69%
GMF Spdr S&p Emerging Asia Pacif Recent Activity Increased 2.85%	3.36%	$28.186M 179,562 shares@ $156.97 avg price	Increased 2.85%
EMSF Matthews Em Sustainable Recent Activity Decreased -10.24%	2.74%	$22.967M 540,400 shares@ $42.51 avg price	Decreased -10.24%
CVMC Calvert Us Mcap Core Resp Recent Activity Increased 2.33%	2.33%	$19.485M 255,950 shares@ $76.13 avg price	Increased 2.33%

1-10 of 510