SEC Form 13F · Q1 2026

PACIFIC FINANCIAL GROUP INC

Institutional Holdings Report

13F-HRTN
$185.6M
Portfolio Value
87
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
PACIFIC FINANCIAL GROUP INC
CIK
1279926
Accession No.
0001214659-26-006146
Location
NASHVILLE, TN
Form Type
13F-HR
Portfolio Value
$185.6M
Holdings Reported
87
Reporting Period
Q1 2026
Filed
May 14, 2026

About this Filing

PACIFIC FINANCIAL GROUP INC is an institutional investment manager based in NASHVILLE, TN reporting approximately $185.6M in 13(f) securities across 87 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.