Sunburst Financial Group, LLC: 13F holdings

CIK 18001582026Q2

Positions132
Reported value$617.3m
Filed2026-07-08

Top 10 holdings

SecuritySharesValueWeight
SCHB SCHWAB STRATEGIC TR2,266,615$65.6m10.6%
FBND FIDELITY MERRIMACK STR TR1,190,025$54.1m8.8%
ETF SER SOLUTIONS1,115,295$51.5m8.3%
SPYG SPDR SERIES TRUST370,318$44.1m7.1%
IQLT ISHARES TR812,667$40.3m6.5%
VCSH VANGUARD SCOTTSDALE FDS462,477$36.5m5.9%
AVEM AMERICAN CENTY ETF TR265,413$25.6m4.1%
ETF SER SOLUTIONS834,456$24.0m3.9%
IMCB ISHARES TR241,685$23.3m3.8%
IWF ISHARES TR177,378$22.0m3.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1800158")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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