DOSSIER · 13F-HR · Q2 2026

Sun Financial Inc

$212M in tracked AUM across 161 positions as of Q2 2026.

SF
CIK 0002067342 · last filed Jun 30, 2026
Total AUM
$212M
as of Q2 2026
Holdings
161
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Sun Financial Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FTHI
FIRST TR EXCHANGE TRADED FD
$10M423K4.8%
02
BUFR
FIRST TR EXCHNG TRADED FD VI
$9M236K4.2%
03
SCHV
SCHWAB STRATEGIC TR
$8M240K3.9%
04
GRNJ
TIDAL TRUST III
$7M223K3.2%
05
FTQI
FIRST TR EXCHANGE TRADED FD
$6M266K2.8%
06
JPST
J P MORGAN EXCHANGE TRADED F
$5M104K2.5%
07
IEF
ISHARES TR
$5M56K2.5%
08
FTCB
FIRST TR EXCHANGE-TRADED FD
$5M245K2.4%
09
GRNY
TIDAL TRUST I
$5M165K2.2%
10
NVDA
NVIDIA CORPORATION
$4M19K2.0%

Filing history

2026Q2Jun 30
$212M 6.2%
161 positionsView →
2026Q1Mar 31
$200M 11.3%
159 positionsView →
2025Q4Dec 31
$179M
157 positionsView →