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Sunburst Financial Group, LLC 13F holdings

Filed 2026-07-08 · Sunburst Financial Group, LLC · 134 positions · $617.3M

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TickerCompanySharesValue% of portfolio
SCHBSCHWAB STRATEGIC TR2.3M$65.6M10.6%
FBNDFIDELITY MERRIMACK STR TR1.2M$54.1M8.8%
ACIOETF SER SOLUTIONS1.1M$51.5M8.3%
SPYGSPDR SERIES TRUST370.3K$44.1M7.1%
IQLTISHARES TR812.7K$40.3M6.5%
VCSHVANGUARD SCOTTSDALE FDS462.5K$36.5M5.9%
AVEMAMERICAN CENTY ETF TR265.4K$25.6M4.1%
DRSKETF SER SOLUTIONS834.5K$24.0M3.9%
IMCBISHARES TR241.7K$23.3M3.8%
IWFISHARES TR177.4K$22.0M3.6%
DIVBISHARES TR317.3K$19.5M3.2%
IWFISHARES TR113.2K$14.1M2.3%
SCHDSCHWAB STRATEGIC TR428.4K$13.6M2.2%
JUCYETF SER SOLUTIONS554.4K$12.2M2.0%
VOOVANGUARD INDEX FDS16.8K$11.6M1.9%
IWDISHARES TR38.7K$9.4M1.5%
NVDANVIDIA CORPORATION43.0K$8.6M1.4%
AAPLAPPLE INC24.9K$7.2M1.2%
ILCGISHARES TR58.5K$6.9M1.1%
IVVISHARES TR9.0K$6.7M1.1%
IWRISHARES TR60.7K$6.7M1.1%
IWMISHARES TR18.3K$5.5M0.9%
NVDANVIDIA CORPORATION24.5K$4.9M0.8%
ACWIISHARES INC53.4K$4.4M0.7%
VYMVANGUARD WHITEHALL FDS25.5K$4.0M0.7%
SCHASCHWAB STRATEGIC TR95.9K$3.5M0.6%
MSFTMICROSOFT CORP8.9K$3.3M0.5%
VIGVANGUARD SPECIALIZED FUNDS12.2K$2.9M0.5%
GOOGLALPHABET INC7.8K$2.8M0.5%
PGPROCTER & GAMBLE CO17.5K$2.6M0.4%
AMZNAMAZON COM INC10.6K$2.5M0.4%
JPSTJ P MORGAN EXCHANGE TRADED F49.3K$2.5M0.4%
IJRISHARES TR16.5K$2.4M0.4%
JMSTJ P MORGAN EXCHANGE TRADED F46.0K$2.3M0.4%
VUGVANGUARD INDEX FDS26.5K$2.3M0.4%
VIGIVANGUARD WHITEHALL FDS23.7K$2.2M0.4%
AVGOBROADCOM INC5.7K$2.2M0.4%
JPMJPMORGAN CHASE & CO6.5K$2.1M0.3%
SCHMSCHWAB STRATEGIC TR56.9K$2.1M0.3%
VEAVANGUARD TAX-MANAGED FDS28.9K$2.1M0.3%
WMTWALMART INC16.5K$1.9M0.3%
VTIVANGUARD INDEX FDS4.3K$1.6M0.3%
EFAISHARES TR14.5K$1.5M0.2%
VBVANGUARD INDEX FDS5.0K$1.5M0.2%
SCHFSCHWAB STRATEGIC TR54.1K$1.5M0.2%
VBKVANGUARD INDEX FDS3.9K$1.4M0.2%
SCHGSCHWAB STRATEGIC TR36.3K$1.2M0.2%
CSCOCISCO SYS INC10.4K$1.2M0.2%
VVISA INC3.5K$1.2M0.2%
SPTMSPDR SERIES TRUST13.2K$1.2M0.2%
SCHESCHWAB STRATEGIC TR32.5K$1.2M0.2%
LLYELI LILLY & CO974$1.2M0.2%
IBMINTERNATIONAL BUSINESS MACHS4.1K$1.2M0.2%
AMATAPPLIED MATLS INC1.6K$1.1M0.2%
JNJJOHNSON & JOHNSON4.5K$1.1M0.2%
GOOGALPHABET INC3.2K$1.1M0.2%
SPEMSPDR INDEX SHS FDS19.0K$984,6080.2%
AMDADVANCED MICRO DEVICES INC1.7K$978,2520.2%
SOSOUTHERN CO9.9K$948,3560.2%
RFREGIONS FINANCIAL CORP NEW31.3K$946,5280.2%
Top Fund Holdings
13F
Top Fund Holdings

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