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

Sun Financial Inc

Sun Financial's holding co. based in Omaha, NE — $200M in tracked AUM across 159 positions as of Q1 2026.

SF
Sun Financial·Omaha, NE·Holding Co.
CIK 0002067342 · last filed Mar 31, 2026
Total AUM
$200M
▼ 6.7%
vs prior
Holdings
159
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
24% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Sun Financial Inc 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
FTHI
FIRST TR EXCHANGE TRADED FD
$10M402K4.8%
02
SCHV
SCHWAB STRATEGIC TR
$8M228K3.8%
03
BUFR
FIRST TR EXCHNG TRADED FD VI
$7M206K3.7%
04
JPST
J P MORGAN EXCHANGE TRADED F
$6M119K3.0%
05
GRNJ
TIDAL TRUST III
$6M183K2.9%
06
IEF
ISHARES TR
$5M58K2.7%
07
FTQI
FIRST TR EXCHANGE TRADED FD
$5M246K2.7%
08
FTCB
FIRST TR EXCHANGE-TRADED FD
$5M244K2.5%
09
NVDA
NVIDIA CORPORATION
$4M19K2.2%
10
GOOGL
ALPHABET INC
$4M11K2.2%

Filing history

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