Pacific Park Financial, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists Robert Allen Charette as the Vice President responsible for the filing, which was submitted on October 13, 2026.
The portfolio consists of 81 separate equity positions. The largest holding is the Schwab Strategic Trust U.S. Aggregate Bond ETF, which comprises 540,851 shares. The firm also holds significant positions in the Vanguard Total International Stock ETF with 73,042 shares and the Vanguard Morningstar Small Cap Value ETF with 35,786 shares.
A substantial portion of the portfolio is allocated to various ETFs tracking broad market indices and bond markets, including the iShares Core S&P 500 ETF, the Vanguard S&P 500 ETF, and the Vanguard Morningstar Total Stock Market ETF. The firm also holds individual corporate equities, including Microsoft Corporation, AbbVie Inc., Apple Inc., and Home Depot Inc.
The filing indicates that all positions are held in a sole capacity.
