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 $617.3M across 132 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHB ($65.6M, 10.63%), FBND ($54.1M, 8.77%), ACIO ($51.5M, 8.34%), SPYG ($44.1M, 7.14%), IQLT ($40.3M, 6.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $65.6M | 10.63% | 2.3M | Added |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $54.1M | 8.77% | 1.2M | Added |
| 3 | ACIO | ETF SER SOLUTIONS | $51.5M | 8.34% | 1.1M | Added |
| 4 | SPYG | SPDR SERIES TRUST | $44.1M | 7.14% | 370,318 | Added |
| 5 | IQLT | ISHARES TR | $40.3M | 6.52% | 812,667 | Added |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $36.5M | 5.92% | 462,477 | Added |
| 7 | IWF | ISHARES TR | $36.1M | 5.84% | 290,578 | Added |
| 8 | AVEM | AMERICAN CENTY ETF TR | $25.6M | 4.15% | 265,413 | Added |
| 9 | DRSK | ETF SER SOLUTIONS | $24.0M | 3.89% | 834,456 | Added |
| 10 | IMCB | ISHARES TR | $23.3M | 3.78% | 241,685 | Added |
| 11 | DIVB | ISHARES TR | $19.5M | 3.17% | 317,289 | Added |
| 12 | SCHD | SCHWAB STRATEGIC TR | $13.6M | 2.20% | 428,381 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $13.5M | 2.19% | 67,497 | Trimmed |
| 14 | JUCY | ETF SER SOLUTIONS | $12.2M | 1.97% | 554,362 | Added |
| 15 | VOO | VANGUARD INDEX FDS | $11.6M | 1.87% | 16,835 | Trimmed |
| 16 | IWD | ISHARES TR | $9.4M | 1.52% | 38,698 | Hold |
| 17 | AAPL | APPLE INC | $7.2M | 1.17% | 24,893 | Added |
| 18 | ILCG | ISHARES TR | $6.9M | 1.11% | 58,544 | Trimmed |
| 19 | IVV | ISHARES TR | $6.7M | 1.09% | 9,009 | Trimmed |
| 20 | IWR | ISHARES TR | $6.7M | 1.08% | 60,663 | Trimmed |
| 21 | IWM | ISHARES TR | $5.5M | 0.89% | 18,254 | Trimmed |
| 22 | IEMG | ISHARES INC | $4.4M | 0.72% | 53,373 | Trimmed |
| 23 | VYM | VANGUARD WHITEHALL FDS | $4.0M | 0.65% | 25,461 | Trimmed |
| 24 | SCHA | SCHWAB STRATEGIC TR | $3.5M | 0.56% | 95,855 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $3.3M | 0.54% | 8,941 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30