Sunburst Financial Group, LLC - Portfolio Stock Holdings
Sunburst Financial Group, LLC disclosed 138 stock positions in a recent SEC 13F filing. $597,992,396 of stock holdings were filed, with the largest holdings including SCHB, FBND, and ACIO. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $808,066,543 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
138Est. Stock Holding Value:
$597,992,396Top Stock Holdings By Sector
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Portfolio Stock Holdings - Sunburst Financial Group, LLC
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Portfolio Options Holdings - Sunburst Financial Group, LLC
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