StockDriftsStockDriftsTop 50 Sunburst Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 11.01% | 2.30M | $67.4M | +1.38%(+31.32K) | $17.60(+67.07%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 9.15% | 1.29M | $56.0M | +8.67%(+103.14K) | $45.12(-3.18%) | 2026-09-30 | |
| ACIO | ETF SER SOLUTIONS | 8.92% | 1.16M | $54.6M | +4.28%(+47.77K) | $38.58(+21.94%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 7.25% | 360.1K | $44.3M | -2.76%(-10.22K) | $66.27(+83.09%) | 2026-09-30 | |
| IQLT | ISHARES TR | 7.1% | 878.0K | $43.4M | +8.04%(+65.31K) | $40.92(+22.15%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 6.33% | 501.1K | $38.7M | +8.35%(+38.62K) | $80.10(-3.37%) | 2026-09-30 | |
| DRSK | ETF SER SOLUTIONS | 4.26% | 958.9K | $26.1M | +14.91%(+124.45K) | $28.04(-3.26%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.86% | 250.8K | $23.6M | -5.49%(-14.57K) | $80.02(+11.77%) | 2026-09-30 | |
| IWF | ISHARES TR | 3.63% | 177.4K | $22.2M | -0.00%(-7) | $42.80(+186.50%) | 2026-09-30 | |
| IMCB | ISHARES TR | 3.49% | 226.1K | $21.4M | -6.44%(-15.56K) | $74.17(+29.97%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.72% | +43.20% | +6.25% | +35.40% |
| Top 20 Holdings Unweighted | +15.80% | +55.28% | +7.95% | +46.59% |
Sunburst Financial Group LLC reports $631.42M in US-listed equity holdings across 134 positions in its most recent 13F filing. Its largest disclosed positions are SCHB (11.0%), FBND (9.2%) and ACIO (8.9%). The top 20 holdings account for 82.34% of reported assets. Its disclosed equity book has returned +43.20% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sunburst Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1800158). View Sunburst Financial Group LLC’s 13F filings on SEC