Sunburst Financial Group, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $471 Million distributed in 127 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $54.9M, Fidelity Merrimack Str Tr Tota with a value of $51.4M, ETF Ser Solutions Aptus Collar with a value of $45.5M, Spdr Portfolio with a value of $36.3M, and Vanguard Sht Term Corp Bd ETF with a value of $35.2M.
Examining the 13F form we can see an increase of $16.5M in the current position value, from $455M to 471M.
Below you can find more details about Sunburst Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$471 Million
ETFs: $415 Million
Technology: $26.8 Million
Financial Services: $7.49 Million
Healthcare: $4.74 Million
Consumer Cyclical: $4.36 Million
Industrials: $3.67 Million
Consumer Defensive: $3.5 Million
Communication Services: $3.36 Million
Other: $2.62 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
