Pacific Life Fund Advisors LLC
Pacific Life Fund Advisors LLC is a U.S.-based investment adviser headquartered in Newport Beach, California. The firm is part of Pacific Life, a well-established financial institution with deep roots in asset management, insurance, and investment solutions. Founded in 2010, Pacific Life Fund Advisors LLC leverages the broader Pacific Life platform to offer tailored investment management services to institutional investors, primarily managing assets for investment companies and pooled vehicles. The firm employs approximately 18-20 professionals committed to delivering disciplined investment strategies.
Investment Strategy
Pacific Life Fund Advisors LLC utilizes a disciplined and research-driven investment approach, focusing on delivering competitive risk-adjusted returns primarily through management of fixed income and multi-asset portfolios. The firm emphasizes diversification, active management, and rigorous risk controls in portfolio construction, serving investment companies and institutional clients. Its strategies are typically designed to align with clients’ investment objectives, providing broad asset class exposure with a focus on capital preservation and steady growth.
Latest 13F Filing Activity
Pacific Life Fund Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 20 equity positions with a total 13F market value of $933M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. Pacific Life Fund Advisors LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWD | ISHARES TR | 23.04% | $215.0M | 1,106,742 | $188.16 | $194.23 | -$17.7M |
I IWP | ISHARES TR | 11.34% | $105.8M | 763,166 | $117.57 | $138.68 | +$16.5M |
I IWN | ISHARES TR | 10.13% | $94.5M | 599,286 | $157.01 | $157.76 | +$18.8M |
I IWS | ISHARES TR | 8.92% | $83.3M | 630,104 | $128.23 | $132.14 | +$33.0M |
A AVLC | AMERICAN CENTY ETF TR | 7.32% | $68.3M | 961,300 | $64.55 | $71.04 | +$4.4M |
Industry Allocation
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