First Pacific Financial Top Holdings and 13F Report (2025) About First Pacific FinancialInvestment ActivityFirst Pacific Financial has $492.83 million in total holdings as of March 31, 2025.First Pacific Financial owns shares of 526 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 25.15% of the portfolio was purchased this quarter.About 9.27% of the portfolio was sold this quarter.This quarter, First Pacific Financial has purchased 400 new stocks and bought additional shares in 118 stocks.First Pacific Financial sold shares of 147 stocks and completely divested from 28 stocks this quarter.Largest Holdings JPMorgan Core Plus Bond ETF $77,125,611Vanguard Growth ETF $36,192,127DIMENSIONAL ETF TRUST $33,200,632SPDR S&P 400 Mid Cap Value ETF $27,212,561Vanguard Intermediate-Term Corporate Bond ETF $24,309,349 Largest New Holdings this Quarter 46641Q670 - JPMorgan Core Plus Bond ETF $77,125,611 Holding084670108 - Berkshire Hathaway $1,596,884 Holding67092P201 - Nuveen ESG Large-Cap Growth ETF $902,646 Holding670100205 - Novo Nordisk A/S $823,142 Holding690742101 - Owens Corning $684,108 Holding Largest Purchases this Quarter JPMorgan Core Plus Bond ETF 1,639,575 shares (about $77.13M)JPMorgan Ultra-Short Income ETF 388,312 shares (about $19.66M)Calvert Ultra-Short Investment Grade ETF 167,819 shares (about $8.49M)DIMENSIONAL ETF TRUST 53,142 shares (about $3.26M)Berkshire Hathaway 2 shares (about $1.60M) Largest Sales this Quarter iShares S&P 100 ETF 71,163 shares (about $19.27M)First Trust TCW Opportunistic Fixed Income ETF 202,212 shares (about $8.87M)UnitedHealth Group 1,991 shares (about $1.04M)Sysco 10,656 shares (about $799.66K)Technology Select Sector SPDR Fund 3,810 shares (about $786.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Pacific Financial Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJCPBJPMorgan Core Plus Bond ETF$77,125,611$77,125,611 ▲New Holding1,639,57515.6%ETFVUGVanguard Growth ETF$36,192,127$599,988 ▼-1.6%97,6007.3%ETFDIMENSIONAL ETF TRUST$33,200,632$3,256,540 ▲10.9%541,7866.7%WORLD EQUITY ETFMDYVSPDR S&P 400 Mid Cap Value ETF$27,212,561$255,112 ▲0.9%353,1815.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$24,309,349$759,713 ▲3.2%297,3264.9%ETFJPSTJPMorgan Ultra-Short Income ETF$23,493,826$19,660,226 ▲512.8%464,0304.8%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$23,238,552$693,991 ▲3.1%1,047,4894.7%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$22,828,990$412,302 ▲1.8%833,4794.6%ETFGMFSPDR S&P Emerging Asia Pacific ETF$19,817,828$1,336,248 ▲7.2%171,3424.0%ETFMANAGER DIRECTED PORTFOLIOS$13,287,388$130,613 ▲1.0%1,310,3932.7%VERT GLB SUST RECVMCCalvert US Mid-Cap Core Responsible Index ETF$10,694,560$715,440 ▲7.2%188,5422.2%ETFMATTHEWS INTL FDS$10,533,731$413,433 ▲4.1%435,2782.1%EMERGING MARKETSOEFiShares S&P 100 ETF$10,244,224$19,273,224 ▼-65.3%37,8252.1%ETFCVSBCalvert Ultra-Short Investment Grade ETF$9,667,277$8,492,482 ▲722.9%191,0342.0%ETFNUSCNuveen ESG Small-Cap ETF$9,318,528$177,476 ▲1.9%243,0501.9%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$7,902,432$308,113 ▼-3.8%319,2901.6%ETFMSFTMicrosoft$7,766,576$185,070 ▼-2.3%20,6891.6%Computer and TechnologyCOSTCostco Wholesale$4,424,438$427,500 ▼-8.8%4,6780.9%Retail/WholesaleDFISDimensional International Small Cap ETF$4,067,662$773,315 ▲23.5%157,4170.8%ETFEFGiShares MSCI EAFE Growth ETF$3,981,687$56,500 ▲1.4%39,8170.8%ETFGOVTiShares U.S. Treasury Bond ETF$3,580,153$207,486 ▲6.2%155,7600.7%ETFAAPLApple$3,271,864$153,497 ▲4.9%14,7290.7%Computer and TechnologyJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$3,143,032$372,871 ▼-10.6%72,1040.6%ETFFNDFSchwab Fundamental International Large Company Index ETF$2,984,771$117,600 ▼-3.8%82,5890.6%ETFVOOVanguard S&P 500 ETF$2,674,058$68,869 ▼-2.5%5,2030.5%ETFIWSiShares Russell Mid-Cap Value ETF$2,608,046$10,203 ▼-0.4%20,7040.5%ETFVTEBVanguard Tax-Exempt Bond ETF$2,323,036$260,155 ▲12.6%46,8170.5%ETFSUSAiShares MSCI USA ESG Select ETF$2,063,732$181,607 ▼-8.1%17,9660.4%ETFCGDVCapital Group Dividend Value ETF$2,049,342$440,262 ▲27.4%57,5010.4%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$1,886,261$124,242 ▼-6.2%28,0110.4%ManufacturingNVDANVIDIA$1,724,453$21,134 ▲1.2%15,9110.3%Computer and TechnologyCRMSalesforce$1,597,232$213,877 ▼-11.8%5,9520.3%Computer and TechnologyBRK.ABerkshire Hathaway$1,596,884$1,596,884 ▲New Holding20.3%FinanceAMPLIFY ETF TR$1,526,995$168,322 ▼-9.9%27,7690.3%AMPLIFY ETHO CLIWMWaste Management$1,506,159$213,446 ▼-12.4%6,5060.3%Business ServicesGRMNGarmin$1,417,517$221,921 ▼-13.5%6,5280.3%Computer and TechnologyGSThe Goldman Sachs Group$1,334,684$360,031 ▼-21.2%2,4430.3%FinanceECLEcolab$1,314,007$172,902 ▼-11.6%5,1830.3%Basic MaterialsVVisa$1,294,574$180,834 ▼-12.3%3,6940.3%Business ServicesCRWDCrowdStrike$1,233,678$221,068 ▼-15.2%3,4990.3%Computer and TechnologyGOOGAlphabet$1,217,019$133,107 ▼-9.9%7,7900.2%Computer and TechnologyMKCMcCormick & Company, Incorporated$1,128,626$19,343 ▼-1.7%13,7120.2%Consumer StaplesCHDChurch & Dwight$1,080,947$170,305 ▼-13.6%9,8190.2%Consumer StaplesSCHMSchwab U.S. Mid-Cap ETF$1,067,088$83,053 ▲8.4%40,7290.2%ETFPHParker-Hannifin$1,065,672$193,316 ▼-15.4%1,7530.2%IndustrialsBXBlackstone$1,065,115$230,775 ▼-17.8%7,6200.2%FinanceAPDAir Products and Chemicals$1,062,616$156,310 ▼-12.8%3,6030.2%Basic MaterialsHDHome Depot$1,061,808$152,106 ▼-12.5%2,8970.2%Retail/WholesaleBNDVanguard Total Bond Market ETF$1,057,670$644,077 ▲155.7%14,4000.2%ETFCMICummins$1,052,313$184,319 ▼-14.9%3,3570.2%Auto/Tires/TrucksSHWSherwin-Williams$1,048,071$159,603 ▼-13.2%3,0010.2%Basic MaterialsETNEaton$1,039,207$218,552 ▼-17.4%3,8230.2%IndustrialsADIAnalog Devices$1,038,418$128,870 ▼-11.0%5,1490.2%Computer and TechnologyACNAccenture$1,036,597$191,281 ▼-15.6%3,3220.2%Computer and TechnologyROPRoper Technologies$1,017,987$145,006 ▼-12.5%1,7270.2%Computer and TechnologyTMOThermo Fisher Scientific$1,016,830$121,940 ▼-10.7%2,0430.2%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$1,016,091$703,344 ▲224.9%40,5790.2%ETFBDXBecton, Dickinson and Company$1,007,283$7,789 ▼-0.8%4,3970.2%MedicalBLACKROCK INC$1,002,141$159,926 ▼-13.8%1,0590.2%COMULUnilever$991,898$20,842 ▼-2.1%16,6570.2%Consumer StaplesDEDeere & Company$953,547$458,472 ▲92.6%2,0320.2%IndustrialsBRK.BBerkshire Hathaway$951,721$231,140 ▼-19.5%1,7870.2%FinanceADBEAdobe$936,964$81,692 ▼-8.0%2,4430.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$930,542$68,980 ▼-6.9%3,3860.2%ETFNULGNuveen ESG Large-Cap Growth ETF$902,646$902,646 ▲New Holding11,5310.2%ETFNDAQNasdaq$897,703$146,330 ▼-14.0%11,8340.2%FinanceMDTMedtronic$866,700$31,541 ▼-3.5%9,6450.2%MedicalUNPUnion Pacific$860,348$42,521 ▼-4.7%3,6420.2%TransportationAMTAmerican Tower$848,855$213,247 ▼-20.1%3,9010.2%FinanceMRKMerck & Co., Inc.$826,446$94,341 ▼-10.2%9,2070.2%MedicalNVONovo Nordisk A/S$823,142$823,142 ▲New Holding11,8540.2%MedicalJPMJPMorgan Chase & Co.$821,510$72,854 ▲9.7%3,3490.2%FinanceDSIiShares ESG MSCI KLD 400 ETF$818,913$102 ▲0.0%7,9960.2%ETFSNOWSnowflake$788,241$158,730 ▼-16.8%5,3930.2%Computer and TechnologyPFEPfizer$788,055$44,295 ▼-5.3%31,0990.2%MedicalLULULululemon Athletica$766,810$109,544 ▼-12.5%2,7090.2%Consumer DiscretionaryXYLXylem$766,736$127,232 ▼-14.2%6,4180.2%Business ServicesVRTXVertex Pharmaceuticals$766,501$69,814 ▼-8.3%1,5810.2%MedicalTGTTarget$760,685$47,902 ▼-5.9%7,2890.2%Retail/WholesaleITWIllinois Tool Works$758,829$116,056 ▼-13.3%3,0600.2%IndustrialsJSTCAdasina Social Justice All Cap Global ETF$755,905$23,053 ▼-3.0%41,7750.2%ETFBNBrookfield$754,757$104,610 ▼-12.2%14,4010.2%FinanceNEENextEra Energy$715,587$1,843 ▼-0.3%10,0940.1%UtilitiesAMDAdvanced Micro Devices$712,605$129,247 ▼-15.4%6,9360.1%Computer and TechnologyDHRDanaher$709,968$81,186 ▼-10.3%3,4630.1%MedicalJDJD.com$707,799$42,313 ▼-5.6%17,2130.1%Retail/WholesaleAWRAmerican States Water$699,534$1,023 ▲0.1%8,8910.1%UtilitiesNUEMNuveen ESG Emerging Markets Equity ETF$691,080$50,192 ▼-6.8%23,6270.1%ETFTTTrane Technologies$691,023$182,611 ▼-20.9%2,0510.1%ConstructionTSMTaiwan Semiconductor Manufacturing$690,228$131,140 ▼-16.0%4,1580.1%Computer and TechnologyOCOwens Corning$684,108$684,108 ▲New Holding4,7900.1%ConstructionWTRGEssential Utilities$673,521$6,285 ▲0.9%17,0380.1%UtilitiesASMLASML$650,703$62,950 ▼-8.8%9820.1%Computer and TechnologyMRVLMarvell Technology$637,444$154,851 ▼-19.5%10,3530.1%Computer and TechnologyWYWeyerhaeuser$623,744$41,811 ▼-6.3%21,3030.1%ConstructionDISWalt Disney$619,210$141,429 ▼-18.6%6,2740.1%Consumer DiscretionaryTTEKTetra Tech$614,926$102,405 ▼-14.3%21,0230.1%IndustrialsAMZNAmazon.com$588,665$118,913 ▼-16.8%3,0940.1%Retail/WholesaleCNICanadian National Railway$582,421$5,360 ▼-0.9%5,9760.1%TransportationXLVHealth Care Select Sector SPDR Fund$569,439$42,051 ▼-6.9%3,9000.1%ETFShowing largest 100 holdings. 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