§ 13F · FUND PROFILE
Sunburst Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $446.5T (13F)Positions · 116Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$494.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 2.13M | $55.8T | 11.3% | NEW |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 1.11M | $51.1T | 10.3% | NEW |
| 3 | ACIO | ETF SER SOLUTIONS | 1.04M | $45.7T | 9.2% | NEW |
| 4 | SPYG | SPDR SERIES TRUST | 346K | $37.0T | 7.5% | NEW |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 442K | $35.2T | 7.1% | NEW |
| 6 | IQLT | ISHARES TR | 730K | $33.2T | 6.7% | NEW |
| 7 | DRSK | ETF SER SOLUTIONS | 752K | $21.4T | 4.3% | NEW |
| 8 | IWF | ISHARES TR | 44K | $20.9T | 4.2% | NEW |
| 9 | DIVB | ISHARES TR | 286K | $15.2T | 3.1% | NEW |
| 10 | SCHD | SCHWAB STRATEGIC TR | 451K | $12.4T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUNBURST SIGNAL
AC read
Sunburst Financial Group, LLC is a Other fund managing $446465.9 trillion in assets. The fund runs a portfolio of 116 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed