Sunburst Financial Group, LLC Portfolio Holdings

Sunburst Financial Group, LLC

  • $471 Million
  • Q4 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.3B
$80,000 0.02% of portfolio
13,394
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $471 Million
  • Prior Value $455 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 13 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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