Sunburst Financial Group, LLC
•CIK: 1800158•Filing: Q4 2025
**Sunburst Financial Group, LLC** manages $494M across a diversified portfolio of 127 positions. The fund exhibits a notable allocation to broad market and thematic ETFs, with top holdings including SCHB at $55.8M and FBND at $51.1M. Significant weightings are also observed in ACIO ($45.7M) and SPYG ($37.0M), suggesting a focus on core equity exposure and specific growth sectors. This positioning reflects a systematic approach to capturing market beta while maintaining targeted sector diversification.
Total AUM
$494.3M
QoQ Performance
+4.1%
Positions
91
Top 10 Concentration
66.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHB
FBND
ACIO
SPYG
VCSH
IQLT
SCHB11.3%
FBND10.3%
ACIO9.2%
SPYG7.5%
VCSH7.1%
IQLT6.7%
DRSK4.3%
IWF4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.0%
Technology5.4%
ETF3.5%
Consumer1.3%
Financial1.0%
Healthcare0.9%
Industrial0.4%
Utilities0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW13 new positions
↑56 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022