Sunburst Financial Group
$598M 13F equity value
138 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sunburst Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 2,266,615 | $66M | 11.0% |
| FBND | FIDELITY MERRIMACK STR TR | 1,190,025 | $54M | 9.0% |
| ACIO | ETF SER SOLUTIONS | 1,115,295 | $51M | 8.6% |
| SPYG | SPDR SERIES TRUST | 370,318 | $44M | 7.4% |
| IQLT | ISHARES TR | 812,667 | $40M | 6.7% |
| VCSH | VANGUARD SCOTTSDALE FDS | 462,477 | $37M | 6.1% |
| AVEM | AMERICAN CENTY ETF TR | 265,413 | $26M | 4.3% |
| DRSK | ETF SER SOLUTIONS | 834,456 | $24M | 4.0% |
| IMCB | ISHARES TR | 241,685 | $23M | 3.9% |
| IWF | ISHARES TR | 177,378 | $22M | 3.7% |
Track Sunburst Financial Group's 13F portfolio: $598M in reported holdings, 138 positions. Top holdings and quarterly changes on SentiSense.
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