13F Insight
DOSSIER · 13F-HR · Q1 2026

PACIFIC SUN FINANCIAL CORP

PACIFIC SUN FINANCIAL's holding co. based in San Francisco, CA — $206M in tracked AUM across 201 positions as of Q1 2026.

PS
PACIFIC SUN FINANCIAL·San Francisco, CA·Holding Co.
CIK 0000947517 · last filed Mar 31, 2026
Total AUM
$206M
▲ 2.0%
vs prior
Holdings
201
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
39% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PACIFIC SUN FINANCIAL CORP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$11M42K5.1%
02
FDN
FIRST TR EXCHANGE-TRADED FD
$7M29K3.2%
03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$6M14K3.1%
04
XLK
SELECT SECTOR SPDR TR
$5M41K2.6%
05
SLYG
SPDR SERIES TRUST
$5M52K2.4%
06
PPA
INVESCO EXCHANGE TRADED FD T
$5M29K2.4%
07
XAR
SPDR SERIES TRUST
$5M18K2.2%
08
CIBR
FIRST TR EXCHANGE-TRADED FD
$4M61K1.8%
09
QQQ
INVESCO QQQ TR
$4M6K1.7%
10
IJT
ISHARES TR
$3M23K1.6%

Filing history

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