§ 13F · FUND PROFILE
Sunburst Financial Group, LLC.
AUM · $617M (13F)Positions · 134Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 2.27M | $66M | 10.6% | −48% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 1.19M | $54M | 8.8% | −48% |
| 3 | ACIO | ETF SER SOLUTIONS | 1.12M | $51M | 8.3% | −48% |
| 4 | SPYG | SPDR SERIES TRUST | 370K | $44M | 7.1% | −48% |
| 5 | IQLT | ISHARES TR | 813K | $40M | 6.5% | −47% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 462K | $37M | 5.9% | −49% |
| 7 | AVEM | AMERICAN CENTY ETF TR | 265K | $26M | 4.1% | −41% |
| 8 | DRSK | ETF SER SOLUTIONS | 834K | $24M | 3.9% | −46% |
| 9 | IMCB | ISHARES TR | 242K | $23M | 3.8% | −45% |
| 10 | IWF | ISHARES TR | 177K | $22M | 3.6% | +100% |
§ 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 $617 million in assets. The fund runs a portfolio of 134 positions.
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