§ 13F · FUND PROFILE
Sunburst Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $446M (13F)Positions · 116Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 2.17M | $55M | 5.0% | — |
| 2 | SCHB | SCHWAB STRATEGIC TR | 2.17M | $55M | 5.0% | +105% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 1.15M | $52M | 4.8% | +107% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 1.15M | $52M | 4.8% | — |
| 5 | ACIO | ETF SER SOLUTIONS | 1.07M | $45M | 4.1% | — |
| 6 | ACIO | ETF SER SOLUTIONS | 1.07M | $45M | 4.1% | +105% |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 449K | $36M | 3.3% | +103% |
| 8 | VCSH | VANGUARD SCOTTSDALE FDS | 449K | $36M | 3.3% | — |
| 9 | IQLT | ISHARES TR | 761K | $35M | 3.2% | +108% |
| 10 | IQLT | ISHARES TR | 761K | $35M | 3.2% | — |
§ 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 $446 million in assets. The fund runs a portfolio of 116 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed