Sun Financial Inc: 13F holdings
CIK 20673422026Q2
| Positions | 161 |
|---|---|
| Reported value | $212.0m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | 422,859 | $10.1m | 4.8% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 236,154 | $8.8m | 4.2% |
| SCHV SCHWAB STRATEGIC TR | 239,789 | $8.4m | 3.9% |
| TIDAL TRUST III | 223,077 | $6.8m | 3.2% |
| FIRST TR EXCHANGE TRADED FD | 266,320 | $5.9m | 2.8% |
| JPST J P MORGAN EXCHANGE TRADED F | 104,291 | $5.3m | 2.5% |
| IEF ISHARES TR | 56,033 | $5.2m | 2.5% |
| FIRST TR EXCHANGE-TRADED FD | 245,184 | $5.0m | 2.4% |
| TIDAL TRUST I | 165,189 | $4.6m | 2.2% |
| NVDA NVIDIA CORPORATION | 19,327 | $4.2m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2067342")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.