PACIFIC SUN FINANCIAL CORP

CIK 0000947517 · LOS ANGELES, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

PACIFIC SUN FINANCIAL CORP reported 219 positions worth $242.5M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: AAPL (5.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$242.5M
2026 Q2
Positions
219
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
26.4%
Est. Net Flow (Q)
2026 Q2
10 / 219 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$12.1M4.97%41,661
2XLKSELECT SECTOR SPDR TRSH$7.9M3.25%41,302
3FDNFIRST TR EXCHANGE-TRADED FDSH$7.4M3.07%28,083
4BRK-BBERKSHIRE HATHAWAY INC DELSH$6.8M2.80%13,575
5SLYGSPDR SERIES TRUSTSH$6.1M2.50%50,818
6PPAINVESCO EXCHANGE TRADED FD TSH$5.4M2.24%30,787
7CIBRFIRST TR EXCHANGE-TRADED FDSH$5.3M2.17%58,451
8XARSPDR SERIES TRUSTSH$4.7M1.95%16,679
9SOXXISHARES TRSH$4.2M1.72%6,526
10QQQINVESCO QQQ TRSH$4.1M1.70%5,602

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does PACIFIC SUN FINANCIAL CORP hold as of Q2 2026?

PACIFIC SUN FINANCIAL CORP reported 219 positions worth $242.5M in its Q2 2026 13F filing. Largest positions: AAPL (5.0%), XLK (3.2%), FDN (3.1%), BRK-B (2.8%) and SLYG (2.5%).

What did PACIFIC SUN FINANCIAL CORP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did PACIFIC SUN FINANCIAL CORP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.