Portfolio (Quarterly) Guide ↗

PACIFIC FINANCIAL GROUP INC

· CIK 0001279926

13F Portfolio $186M AUM 87 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 35 Added 39 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EDGI	ADVISORS INNER CIRCLE FD II	—	10,208	$290K	0.16%	SOLD
2	XLG	INVESCO EXCHANGE TRADED FD	—	4,427	$262K	0.15%	SOLD
3	DDWM	WISDOMTREE TR	—	4,915	$214K	0.12%	SOLD
4	—	LITMAN GREGORY FDS TR	—	10,779	$121K	0.07%	SOLD

Sector Allocation

Financial Services 100.0%