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

PACIFIC SUN FINANCIAL CORP

$206M in tracked AUM across 201 positions as of Q1 2026.

PS
CIK 0000947517 · last filed Mar 31, 2026
Total AUM
$206M
as of Q1 2026
Holdings
201
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$206M▼ 0.6%
201 positionsView →2025Q4Dec 31
$208M▲ 95.0%
202 positionsView →2025Q3Sep 30
$106M▲ 9.1%
111 positionsView →2025Q2Jun 30
$98M▲ 10.6%
102 positionsLocked2025Q1Mar 31
$88M▼ 51.9%
97 positionsLocked2024Q4Dec 31
$184M▲ 1.2%
184 positionsLocked2024Q3Sep 30
$181M▲ 7.2%
184 positionsLocked2024Q2Jun 30
$169M▼ 1.6%
176 positionsLocked2024Q1Mar 31
$172M▲ 8.5%
179 positionsLocked2023Q4Dec 31
$158M▲ 9.8%
172 positionsLocked2023Q3Sep 30
$144M▼ 3.5%
169 positionsLocked2023Q2Jun 30
$150M▲ 5.4%
174 positionsLocked
Showing 12 of 26