Sunburst Financial Group, LLC Portfolio Holdings

Sunburst Financial Group, LLC

  • $455 Million
  • Q3 2025

Sunburst Financial Group, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $455 Million distributed in 119 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 $53.7M, Fidelity Merrimack Str Tr Tota with a value of $50M, ETF Ser Solutions Aptus Collar with a value of $43.2M, Spdr Portfolio with a value of $35.2M, and Vanguard Sht Term Corp Bd ETF with a value of $34.4M.

Examining the 13F form we can see an increase of $27.8M in the current position value, from $427M to 455M.

Below you can find more details about Sunburst Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $455 Million
ETFs: $402 Million
Technology: $22.6 Million
Financial Services: $7.39 Million
Consumer Cyclical: $4.68 Million
Industrials: $4.44 Million
Healthcare: $4.29 Million
Consumer Defensive: $3.52 Million
Communication Services: $2.88 Million
Other: $2.77 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $455 Million
  • Prior Value $427 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
Track This Portfolio

Track Sunburst Financial Group, LLC Portfolio

Follow Sunburst Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sunburst Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sunburst Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email