PACIFIC SUN FINANCIAL CORP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 947517
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13F Reported Value
ⓘ$242.5M
Holdings
219
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
PACIFIC SUN FINANCIAL CORP disclosed 219 positions worth $242.5M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.0% of the equity portfolio. During the quarter the fund opened 19 new positions and exited 3. The portfolio is most concentrated in Other (62.0% of disclosed assets). All figures are sourced directly from PACIFIC SUN FINANCIAL CORP’s Form 13F-HR filing with the SEC under CIK 947517.
AI Fund Analysis
Stable
$AAPL5.0% weight
Held 7 quarters
SELECT SECTOR SPDR TR - ST
3.3% weight
Held 7 quarters
FIRST TR EXCHANGE-TRADED F
3.1% weight
Held 7 quarters
$BRK-A2.8% weight
Held 7 quarters
SPDR SERIES TRUST - ST STR
2.5% weight
Held 7 quarters
SELECT SECTOR SPDR TR - ST
7 quarters accumulating
$NVDA7 quarters accumulating
FIDELITY COVINGTON TRUST -
7 quarters accumulating
$DLR7 quarters accumulating
SPDR SERIES TRUST - ST STR
7 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyReal EstateIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$12.1M41,661 sh SELECT SECTOR SPDR TR - ST STR TECHN ETF
—Quality
$7.9M41,302 shFIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX
—Quality
$7.4M28,083 sh- 73.8
Quality
$6.8M13,575 sh SPDR SERIES TRUST - ST STR SP600GRWO
—Quality
$6.1M50,818 sh- —
Quality
$5.4M30,787 sh FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF
—Quality
$5.3M58,451 shSPDR SERIES TRUST - ST STR SP AERO
—Quality
$4.7M16,679 shISHARES TR - ISHARES SEMICDTR
—Quality
$4.2M6,526 sh- —
Quality
$4.1M5,602 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $12.1M | 41,661 |
| SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $7.9M | 41,302 |
| FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | — | $7.4M | 28,083 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $6.8M | 13,575 |
| SPDR SERIES TRUST - ST STR SP600GRWO | — | $6.1M | 50,818 |
 Invesco Ltd.$IVZ | — | $5.4M | 30,787 |
| FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $5.3M | 58,451 |
| SPDR SERIES TRUST - ST STR SP AERO | — | $4.7M | 16,679 |
| ISHARES TR - ISHARES SEMICDTR | — | $4.2M | 6,526 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $4.1M | 5,602 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PACIFIC SUN FINANCIAL CORP's 219 positions.
Showing top 10 of 219 holdings.
Sector Allocation
Other
$150.3M
Financials
$46.4M
Technology
$23.9M
Real Estate
$6.5M
Industrials
$4.8M
Consumer Discretionary
$4.5M
Healthcare
$1.9M
Utilities
$1.6M
Top Holdings — PACIFIC SUN FINANCIAL CORP (Q2 2026)
Top 150 of 219 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $12.1M | 5.0% | +0% | 76.4 |
| 2 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $7.9M | 3.3% | +1% | — |
| 3 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | $7.4M | 3.1% | -2% | — |
| 4 | $BRK.B | BERKSHIRE HATHAWAY INC | $6.8M | 2.8% | +0% | 73.8 |
| 5 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $6.1M | 2.5% | -2% | — |
| 6 | $IVZ | Invesco Ltd. | $5.4M | 2.2% | +4% | — |
| 7 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $5.3M | 2.2% | -4% | — |
| 8 | — | SPDR SERIES TRUST - ST STR SP AERO | $4.7M | 1.9% | -7% | — |
| 9 | — | ISHARES TR - ISHARES SEMICDTR | $4.2M | 1.7% | +1% | — |
| 10 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.1M | 1.7% | -9% | — |
| 11 | — | ISHARES TR - S&P SML 600 GWT | $4.0M | 1.7% | -2% | — |
| 12 |  $TSLA | Tesla, Inc. | $3.6M | 1.5% | +1% | 53.9 |
| 13 | — | EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF | $3.2M | 1.3% | -1% | — |
| 14 |  $STT | STATE STREET CORP | $2.9M | 1.2% | -11% | 71.5 |
| 15 | $NVDA | NVIDIA CORP | $2.8M | 1.1% | +6% | 85.9 |
| 16 | — | VANGUARD WORLD FD - INF TECH ETF | $2.5M | 1.0% | +699% | — |
| 17 | — | FIRST TR EXCHANGE-TRADED FD - INDXX NEXTG ETF | $2.5M | 1.0% | -5% | — |
| 18 | — | SPDR SERIES TRUST - ST STR SP600SM C | $2.4M | 1.0% | -1% | — |
| 19 | $IVZ | Invesco Ltd. | $2.3M | 1.0% | -3% | — |
| 20 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $2.3M | 0.9% | +0% | — |
| 21 | $IVZ | Invesco Ltd. | $2.2M | 0.9% | -10% | — |
| 22 | $IVZ | Invesco Ltd. | $2.2M | 0.9% | -4% | — |
| 23 | — | ISHARES TR - RESIDENTIAL MULT | $2.2M | 0.9% | -0% | — |
| 24 |  $MSFT | MICROSOFT CORP | $2.1M | 0.9% | +4% | 79.8 |
| 25 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $2.1M | 0.9% | -1% | — |
| 26 |  $AMZN | AMAZON COM INC | $2.0M | 0.8% | +1% | 68.7 |
| 27 | — | INVESCO EXCH TRADED FD TR II - S&P SMLCP INFO | $2.0M | 0.8% | -0% | — |
| 28 | — | FIDELITY COVINGTON TRUST - MSCI COMMNTN SVC | $2.0M | 0.8% | +11% | — |
| 29 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $2.0M | 0.8% | +0% | — |
| 30 | $IVZ | Invesco Ltd. | $2.0M | 0.8% | -10% | — |
| 31 | — | VANGUARD INDEX FDS - SMALL CP ETF | $2.0M | 0.8% | -0% | — |
| 32 | — | ISHARES TR - US AER DEF ETF | $1.9M | 0.8% | +1% | — |
| 33 | — | INVESCO EXCHANGE TRADED FD T - S&P500 EQL MAT | $1.9M | 0.8% | -3% | — |
| 34 |  $META | Meta Platforms, Inc. | $1.9M | 0.8% | +4% | 79.6 |
| 35 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | $1.8M | 0.8% | -0% | — |
| 36 | — | FIRST TR EXCHANGE-TRADED FD - FINLS ALPHADEX | $1.8M | 0.8% | -8% | — |
| 37 | — | ISHARES TR - RUS MDCP VAL ETF | $1.8M | 0.7% | -1% | — |
| 38 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $1.7M | 0.7% | -0% | — |
| 39 | $STT | STATE STREET CORP | $1.7M | 0.7% | +3% | 71.5 |
| 40 | $DLR | DIGITAL REALTY TRUST, INC. | $1.7M | 0.7% | +10% | 72.8 |
| 41 |  $LLY | ELI LILLY & Co | $1.6M | 0.7% | +1% | 87.5 |
| 42 | — | FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF | $1.6M | 0.7% | -7% | — |
| 43 | $IVZ | Invesco Ltd. | $1.4M | 0.6% | -10% | — |
| 44 | — | ISHARES TR - S&P 500 GRWT ETF | $1.4M | 0.6% | +0% | — |
| 45 |  $WELL | WELLTOWER INC. | $1.4M | 0.6% | +0% | 59.8 |
| 46 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $1.4M | 0.6% | +12% | — |
| 47 | — | INVESCO EXCH TRD SLF IDX FD - BLOO PRI PWR ETF | $1.4M | 0.6% | -1% | — |
| 48 | — | SPDR SERIES TRUST - ST STR SP DIV | $1.3M | 0.6% | -2% | — |
| 49 | $IVZ | Invesco Ltd. | $1.3M | 0.5% | -20% | — |
| 50 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $1.3M | 0.5% | -10% | — |
| 51 | $IVZ | Invesco Ltd. | $1.3M | 0.5% | -5% | — |
| 52 | — | ISHARES TR - MRGSTR MD CP GRW | $1.3M | 0.5% | +0% | — |
| 53 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | $1.3M | 0.5% | +1% | — |
| 54 |  $GOOGL | Alphabet Inc. | $1.3M | 0.5% | +0% | 78.2 |
| 55 | $IVZ | Invesco Ltd. | $1.3M | 0.5% | -2% | — |
| 56 | $IVZ | Invesco Ltd. | $1.3M | 0.5% | -3% | — |
| 57 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $1.3M | 0.5% | -6% | — |
| 58 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.2M | 0.5% | +10% | 66.2 |
| 59 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $1.2M | 0.5% | -1% | — |
| 60 |  $WCN | Waste Connections, Inc. | $1.1M | 0.5% | +1% | 68.2 |
| 61 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | $1.1M | 0.5% | +213% | — |
| 62 | — | ISHARES TR - CORE S&P SCP ETF | $1.1M | 0.5% | -3% | — |
| 63 |  $WT | WisdomTree, Inc. | $1.1M | 0.5% | -9% | 59.9 |
| 64 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $1.1M | 0.5% | +228% | — |
| 65 | — | VANECK ETF TRUST - FALLEN ANGEL HG | $1.1M | 0.5% | NEW | — |
| 66 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $1.1M | 0.4% | -2% | — |
| 67 | $IVZ | Invesco Ltd. | $1.0M | 0.4% | -24% | — |
| 68 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.0M | 0.4% | +533% | — |
| 69 | — | ISHARES TR - U.S. MED DVC ETF | $1.0M | 0.4% | -8% | — |
| 70 |  $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $1.0M | 0.4% | +46% | 41.1 |
| 71 | — | SPDR SERIES TRUST - ST STR R1K LOWV | $1.0M | 0.4% | +3% | — |
| 72 | — | ISHARES TR - CORE S&P MCP ETF | $1.0M | 0.4% | +0% | — |
| 73 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $1.0M | 0.4% | +13% | — |
| 74 | — | FLEXSHARES TR - QLT DIV DEF IDX | $993,189 | 0.4% | -10% | — |
| 75 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | $989,463 | 0.4% | -0% | — |
| 76 | — | INVESCO EXCHANGE TRADED FD T - S&P500 EQL FIN | $970,926 | 0.4% | -3% | — |
| 77 | $IVZ | Invesco Ltd. | $958,241 | 0.4% | -1% | — |
| 78 | $IVZ | Invesco Ltd. | $945,651 | 0.4% | -1% | — |
| 79 | — | FIDELITY COVINGTON TRUST - MSCI FINLS IDX | $923,543 | 0.4% | +6% | — |
| 80 | — | SPDR SERIES TRUST - ST STR R2K LOWV | $906,725 | 0.4% | -0% | — |
| 81 | — | SPDR SERIES TRUST - ST STR SP HCEQ | $894,944 | 0.4% | -18% | — |
| 82 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $894,437 | 0.4% | -3% | — |
| 83 | — | ISHARES TR - EXPANDED TECH | $882,897 | 0.4% | -2% | — |
| 84 | $IVZ | Invesco Ltd. | $869,926 | 0.4% | -1% | — |
| 85 | — | ISHARES TR - CYBERSECURITY | $858,439 | 0.3% | +3% | — |
| 86 | — | INVESCO EXCHANGE TRADED FD T - NEXT GEN MEDIA | $854,407 | 0.3% | -0% | — |
| 87 | — | ARK ETF TR - NEXT GNRTN INTER | $853,515 | 0.3% | -7% | — |
| 88 | — | SPDR SERIES TRUST - ST STR SP400VAL | $844,544 | 0.3% | -1% | — |
| 89 | — | VANECK ETF TRUST - ENVIRONMENTAL SR | $837,824 | 0.3% | +6% | — |
| 90 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $833,721 | 0.3% | +9% | — |
| 91 | $WT | WisdomTree, Inc. | $829,454 | 0.3% | +0% | 59.9 |
| 92 | — | ISHARES TR - MORNINGSTR US EQ | $810,543 | 0.3% | +0% | — |
| 93 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $799,423 | 0.3% | -1% | — |
| 94 | — | ISHARES TR - S&P MC 400GR ETF | $794,535 | 0.3% | -2% | — |
| 95 | — | VANECK ETF TRUST - URANI NUCLE ETF | $783,213 | 0.3% | +42% | — |
| 96 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $771,446 | 0.3% | +10% | — |
| 97 | — | VANGUARD INDEX FDS - MID CAP ETF | $758,889 | 0.3% | +299% | — |
| 98 | — | ISHARES TR - MRGSTR MD CP VAL | $757,976 | 0.3% | +0% | — |
| 99 | — | FIRST TR EXCHANGE-TRADED FD - COM SHS ANNUAL | $751,398 | 0.3% | -0% | — |
| 100 | — | VANECK ETF TRUST - BIOTECH ETF | $751,165 | 0.3% | -10% | — |
| 101 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $749,553 | 0.3% | -1% | — |
| 102 |  $RITM | Rithm Capital Corp. | $742,608 | 0.3% | +12% | 47.1 |
| 103 | $IVZ | Invesco Ltd. | $734,035 | 0.3% | -2% | — |
| 104 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $731,543 | 0.3% | +1% | — |
| 105 | — | FIRST TR EXCHANGE-TRADED FD - INDLS PROD DUR | $726,226 | 0.3% | +0% | — |
| 106 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $720,745 | 0.3% | +0% | — |
| 107 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $714,578 | 0.3% | -3% | — |
| 108 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH | $705,272 | 0.3% | +1% | — |
| 109 | — | VICTORY PORTFOLIOS II - VCSHS US SMCP HG | $697,576 | 0.3% | -1% | — |
| 110 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $693,276 | 0.3% | -3% | — |
| 111 |  $BAC | BANK OF AMERICA CORP /DE/ | $689,507 | 0.3% | +0% | 67.6 |
| 112 | $IVZ | Invesco Ltd. | $684,431 | 0.3% | -44% | — |
| 113 | — | ISHARES TR - MRNING SM CP ETF | $682,859 | 0.3% | -6% | — |
| 114 |  $FLEX | FLEX LTD. | $679,350 | 0.3% | +0% | — |
| 115 | — | SPDR SERIES TRUST - ST STR SP TELCO | $634,697 | 0.3% | +0% | — |
| 116 | $IVZ | Invesco Ltd. | $633,929 | 0.3% | -11% | — |
| 117 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $626,886 | 0.3% | -0% | — |
| 118 | — | FIDELITY COVINGTON TRUST - MSCI HLTH CARE I | $625,880 | 0.3% | +4% | — |
| 119 | — | ISHARES TR - U.S. FINLS ETF | $618,551 | 0.3% | +1% | — |
| 120 |  $UDR | UDR, Inc. | $613,530 | 0.3% | -3% | 62.6 |
| 121 | — | VANGUARD WELLINGTON FD - US MOMENTUM | $604,905 | 0.3% | +0% | — |
| 122 |  $AVB | AVALONBAY COMMUNITIES INC | $601,250 | 0.3% | -2% | 65.5 |
| 123 |  $WMT | Walmart Inc. | $593,596 | 0.2% | +41% | 60.2 |
| 124 | — | ISHARES TR - RUS 1000 GRW ETF | $588,566 | 0.2% | +300% | — |
| 125 | — | GLOBAL X FDS - ARTIFICIAL ETF | $585,639 | 0.2% | +1% | — |
| 126 | — | ISHARES TR - 0-3 MTH TREASURY | $572,189 | 0.2% | +45% | — |
| 127 |  $PG | PROCTER & GAMBLE Co | $562,658 | 0.2% | -1% | 64.6 |
| 128 | $IVZ | Invesco Ltd. | $551,258 | 0.2% | +0% | — |
| 129 | $IVZ | Invesco Ltd. | $548,810 | 0.2% | +0% | — |
| 130 | — | ISHARES TR - ISHARES BIOTECH | $538,808 | 0.2% | -17% | — |
| 131 | — | FIRST TR EXCHANGE-TRADED FD - CONSUMR STAPLE | $535,902 | 0.2% | -16% | — |
| 132 | — | ISHARES TR - CORE HIGH DV ETF | $535,728 | 0.2% | +400% | — |
| 133 |  $CVX | CHEVRON CORP | $531,592 | 0.2% | +5% | 62.8 |
| 134 | — | SPDR SERIES TRUST - ST STR SP600 SML | $518,569 | 0.2% | -27% | — |
| 135 |  $OKLO | Oklo Inc. | $495,774 | 0.2% | +20% | — |
| 136 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $494,466 | 0.2% | +0% | — |
| 137 | $IVZ | Invesco Ltd. | $473,958 | 0.2% | +2% | — |
| 138 | — | ISHARES TR - US CONSM STAPLES | $472,726 | 0.2% | +2% | — |
| 139 | — | ISHARES TR - SP SMCP600VL ETF | $470,179 | 0.2% | -0% | — |
| 140 |  $PM | Philip Morris International Inc. | $466,893 | 0.2% | +0% | 75.9 |
| 141 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $459,450 | 0.2% | -6% | — |
| 142 |  $NFLX | NETFLIX INC | $458,459 | 0.2% | +2% | 78.8 |
| 143 |  $PSA | Public Storage | $453,910 | 0.2% | +0% | 69.1 |
| 144 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $446,858 | 0.2% | +0% | — |
| 145 | — | FIDELITY COVINGTON TRUST - CONSMR STAPLES | $445,907 | 0.2% | -6% | — |
| 146 | — | INVESCO EXCHANGE TRADED FD T - DORSEY WRGT BASC | $445,463 | 0.2% | -1% | — |
| 147 |  $NU | Nu Holdings Ltd. | $443,281 | 0.2% | -1% | — |
| 148 | — | FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT | $434,879 | 0.2% | +0% | — |
| 149 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $432,763 | 0.2% | -18% | — |
| 150 |  $SBUX | STARBUCKS CORP | $432,162 | 0.2% | +0% | 58.2 |
New Positions (19)
VANECK ETF TRUST - FALLEN ANGEL HG$1.1M
ISHARES TR - HIGH YLD SYSTM B$427,478
$AMD ADVANCED MICRO DEVICES INC$338,090
$PANW Palo Alto Networks Inc$252,355 ISHARES TR - U.S. TECH ETF$237,096
VANGUARD INDEX FDS - TOTAL STK MKT$227,205
SELECT SECTOR SPDR TR - ST STR FINL ETF$221,195
VANGUARD INDEX FDS - LARGE CAP ETF$220,102
ETF SER SOLUTIONS - DEFIANCE SPACE A$217,160
$BNY Bank of New York Mellon Corp$216,915 ISHARES TR - CORE S&P500 ETF$215,270
ISHARES TR - US INDUSTRIALS$212,479
$MO ALTRIA GROUP, INC.$211,729
$KLAC KLA CORP$211,197 SPDR SERIES TRUST - ST STR SP BIOT$210,473
Exited Positions (3)
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