DOSSIER · 13F-HR · Q1 2026
Sunburst Financial Group, LLC
Sunburst Financial's family office based in New York, NY — $543M in tracked AUM across 132 positions as of Q1 2026.
SF
Sunburst Financial·New York, NY·Family Office
CIK 0001800158 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Sunburst Financial Group, LLC has reported a substantial expansion in its investment portfolio, with the total asset value growing by 119.5% quarter-over-quarter, rising from $225.13M to $494.25M. This doubling of assets under management (AUM) suggests a significant influx of capital, likely driven by new client inflows or a consolidation of managed accounts during the quarter. The portfolio currently comprises 127 holdings, indicating a diversified approa...
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.
Filing history
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