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PFC Capital Group, Inc.
PFC Capital Group, Inc., also known as Private Financial Counseling, is a registered investment adviser headquartered in Los Angeles, California. Founded in 1986, the firm provides wealth management and investment advisory services to individuals—primarily high net worth clients—as well as select corporations and pension/profit sharing plans. With approximately 10 employees, PFC Capital Group manages client portfolios with a focus on personalized financial planning and disciplined asset management.
Investment Strategy
PFC Capital Group, Inc. employs a traditional investment advisory approach, constructing diversified portfolios tailored to client profiles and risk tolerance. The firm primarily serves individual investors, with over 75% of assets sourced from high net worth individuals. PFC Capital utilizes direct equity holdings, actively managing accounts across large-cap technology, consumer staples, and healthcare sectors. The firm describes its philosophy as patient, disciplined investing with a focus on long-term capital appreciation and wealth preservation.
Latest 13F Filing Activity
PFC Capital Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 82 equity positions with a total 13F market value of $216M. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Vanguard Index FDS among other positions. PFC Capital Group, Inc. reduced exposure to Apple Inc., Church & Dwight Co. Inc., Pepsico Inc. among others.
Top Holdings
Equity Positions (82)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 11.12% | $24.0M | 48,285 | $376.09 | $497.41 | +$4.7M |
A AAPL | APPLE INC | 8.81% | $19.0M | 92,718 | $192.48 | $205.17 | -$2.5M |
N NVDA | NVIDIA CORPORATION | 7.36% | $15.9M | 100,566 | $54.44 | $157.99 | +$4.7M |
S SPY | SPDR S&P 500 ETF TR | 6.97% | $15.0M | 24,352 | $477.86 | $617.85 | +$1.2M |
Q QCOM | QUALCOMM INC | 5.39% | $11.7M | 73,165 | $145.95 | $159.26 | -$246.0K |
Industry Allocation
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