Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sunburst Financial Group, LLC (CIK 1800158) reported $542.9M across 124 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHB ($54.6M, 10.05%), FBND ($52.3M, 9.64%), ACIO ($44.9M, 8.26%), IWF ($37.8M, 6.97%), VCSH ($35.6M, 6.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $54.6M | 10.05% | 2.2M | Added |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $52.3M | 9.64% | 1.1M | Added |
| 3 | ACIO | ETF SER SOLUTIONS | $44.9M | 8.26% | 1.1M | Added |
| 4 | IWF | ISHARES TR | $37.8M | 6.97% | 72,672 | Added |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $35.6M | 6.56% | 449,262 | Added |
| 6 | IQLT | ISHARES TR | $35.2M | 6.48% | 760,685 | Added |
| 7 | SPYG | SPDR SERIES TRUST | $34.8M | 6.41% | 355,479 | Added |
| 8 | DRSK | ETF SER SOLUTIONS | $21.1M | 3.89% | 772,229 | Added |
| 9 | IMCB | ISHARES TR | $18.4M | 3.39% | 220,648 | Added |
| 10 | AVEM | AMERICAN CENTY ETF TR | $18.3M | 3.36% | 226,497 | New |
| 11 | DIVB | ISHARES TR | $16.3M | 3.01% | 302,545 | Added |
| 12 | SCHD | SCHWAB STRATEGIC TR | $13.3M | 2.45% | 433,243 | Trimmed |
| 13 | JUCY | ETF SER SOLUTIONS | $12.1M | 2.23% | 546,108 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $11.9M | 2.18% | 68,016 | Added |
| 15 | VOO | VANGUARD INDEX FDS | $10.1M | 1.85% | 16,842 | Trimmed |
| 16 | IWD | ISHARES TR | $8.3M | 1.52% | 38,698 | Added |
| 17 | IWR | ISHARES TR | $6.0M | 1.10% | 61,260 | Trimmed |
| 18 | AAPL | APPLE INC | $5.9M | 1.09% | 23,300 | Trimmed |
| 19 | IVV | ISHARES TR | $5.9M | 1.08% | 9,013 | Trimmed |
| 20 | ILCG | ISHARES TR | $5.7M | 1.04% | 59,359 | Added |
| 21 | IWM | ISHARES TR | $4.5M | 0.84% | 18,283 | Added |
| 22 | VYM | VANGUARD WHITEHALL FDS | $3.8M | 0.70% | 25,714 | Trimmed |
| 23 | IEMG | ISHARES INC | $3.8M | 0.69% | 53,796 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $3.3M | 0.61% | 8,962 | Added |
| 25 | SCHA | SCHWAB STRATEGIC TR | $2.8M | 0.51% | 96,108 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31