Pacific Sun Financial Corp holds a diversified book of 219 stocks worth $242.5M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Vaneck Fallen Angel High Yld and trimmed First Trust DJ Internet Ind. Their largest long position is Apple Inc at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
22% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Pacific Sun Financial Corp
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $350.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $96.6B |
| UBS Group AG | 80 / 80 | $87.7B |
| LPL Financial LLC | 80 / 80 | $57.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $51.2B |
| Cetera Investment Advisers | 80 / 80 | $14.3B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $12.8B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $248.2B |
Ranked by how many of Pacific Sun Financial Corp's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $12.1M | 41.7K | 5.0% | ▲+0.1% Added · +57 sh | |
| 2 | Select Sector SPDR TR ST STR TECHN ETF | $7.9M | 41.3K | 3.2% | ▲+0.6% Added · +239 sh | |
| 3 | First TR Exchange-Traded FD DJ INTERNT IDX | $7.4M | 28.1K | 3.1% | ▼−2.0% Reduced · −570 sh | |
| 4 | Berkshire Hathaway Inc Del CL B NEW | $6.8M | 13.6K | 2.8% | ▲+0.2% Added · +28 sh | |
| 5 | SPDR Series Trust ST STR SP600GRWO | $6.1M | 50.8K | 2.5% | ▼−2.4% Reduced · −1K sh | |
| 6 | Invesco Exchange Traded FD T AEROSPACE DEFN | $5.4M | 30.8K | 2.2% | ▲+4.4% Added · +1K sh | |
| 7 | First TR Exchange-Traded FD NASDAQ CYB ETF | $5.3M | 58.5K | 2.2% | ▼−3.6% Reduced · −2K sh | |
| 8 | SPDR Series Trust ST STR SP AERO | $4.7M | 16.7K | 2.0% | ▼−6.9% Reduced · −1K sh | |
| 9 | Ishares TR ISHARES SEMICDTR | $4.2M | 6.5K | 1.7% | ▲+0.8% Added · +55 sh | |
| 10 | Invesco QQQ TR UNIT SER 1 | $4.1M | 5.6K | 1.7% | ▼−9.1% Reduced · −561 sh | |
| 11 | Ishares TR S&P SML 600 GWT | $4.0M | 22.6K | 1.7% | ▼−1.6% Reduced · −372 sh | |
| 12 | Tesla Inc COM | $3.6M | 8.5K | 1.5% | ▲+0.7% Added · +62 sh | |
| 13 | Exchange Traded Concepts Tru ROBO GLB ETF | $3.2M | 37.4K | 1.3% | ▼−0.7% Reduced · −263 sh | |
| 14 | SPDR Series Trust ST STR SP400GRW | $2.9M | 25.5K | 1.2% | ▼−11% Reduced · −3K sh | |
| 15 | Nvidia Corporation COM | $2.8M | 13.8K | 1.1% | ▲+6.3% Added · +812 sh | |
| 16 | Vanguard World FD INF TECH ETF | $2.5M | 20.9K | 1.0% | ▲+699% Added · +18K sh | |
| 17 | First TR Exchange-Traded FD INDXX NEXTG ETF | $2.5M | 16.2K | 1.0% | ▼−4.9% Reduced · −845 sh | |
| 18 | SPDR Series Trust ST STR SP600SM C | $2.4M | 21.9K | 1.0% | ▼−0.9% Reduced · −210 sh | |
| 19 | Invesco Exchange Traded FD T ZACKS MID CAP | $2.3M | 19.0K | 1.0% | ▼−2.7% Reduced · −530 sh | |
| 20 | First TR Exchange-Traded FD SHS | $2.3M | 47.8K | 0.9% | ▲+0.4% Added · +179 sh | |
| 21 | Invesco Exch Traded FD TR II S&P SMALLCAP 600 | $2.2M | 37.3K | 0.9% | ▼−10% Reduced · −4K sh | |
| 22 | Invesco Exchange Traded FD T BUYBACK ACHIEV | $2.2M | 15.2K | 0.9% | ▼−3.7% Reduced · −590 sh | |
| 23 | Ishares TR RESIDENTIAL MULT | $2.2M | 22.7K | 0.9% | ▼~0% Reduced · −10 sh | |
| 24 | Microsoft Corp COM | $2.1M | 5.7K | 0.9% | ▲+4.2% Added · +229 sh | |
| 25 | Vanguard Whitehall FDS HIGH DIV YLD | $2.1M | 13.5K | 0.9% | ▼−0.5% Reduced · −70 sh | |
| 26 | Amazon Com Inc COM | $2.0M | 8.5K | 0.8% | ▲+0.6% Added · +48 sh | |
| 27 | Invesco Exch Traded FD TR II S&P SMLCP INFO | $2.0M | 21.9K | 0.8% | ▼−0.3% Reduced · −70 sh | |
| 28 | Fidelity Covington Trust MSCI COMMNTN SVC | $2.0M | 29.0K | 0.8% | ▲+11% Added · +3K sh | |
| 29 | First TR Exchange-Traded FD SHS | $2.0M | 5.9K | 0.8% | —Held | |
| 30 | Invesco Exchange Traded FD T NASDAQ INTERNT | $2.0M | 43.3K | 0.8% | ▼−10% Reduced · −5K sh | |
| 31 | Vanguard Index FDS SMALL CP ETF | $2.0M | 6.5K | 0.8% | ▼−0.3% Reduced · −20 sh | |
| 32 | Ishares TR US AER DEF ETF | $1.9M | 8.0K | 0.8% | ▲+0.9% Added · +70 sh | |
| 33 | Invesco Exchange Traded FD T S&P500 EQL MAT | $1.9M | 48.5K | 0.8% | ▼−3.0% Reduced · −2K sh | |
| 34 | Meta Platforms Inc CL A | $1.9M | 3.3K | 0.8% | ▲+4.0% Added · +127 sh | |
| 35 | First TR Exchange-Traded FD NY ARCA BIOTECH | $1.8M | 7.4K | 0.8% | ▼−0.1% Reduced · −10 sh | |
| 36 | First TR Exchange-Traded FD FINLS ALPHADEX | $1.8M | 29.3K | 0.8% | ▼−8.4% Reduced · −3K sh | |
| 37 | Ishares TR RUS MDCP VAL ETF | $1.8M | 10.7K | 0.7% | ▼−1.3% Reduced · −145 sh | |
| 38 | Vanguard Index FDS MCAP VL IDXVIP | $1.7M | 8.8K | 0.7% | ▼−0.3% Reduced · −30 sh | |
| 39 | Select Sector SPDR TR ST STR REAL ETF | $1.7M | 38.3K | 0.7% | ▲+2.7% Added · +1K sh | |
| 40 | Digital Rlty TR Inc COM | $1.7M | 9.2K | 0.7% | ▲+9.8% Added · +826 sh | |
| 41 | Eli Lilly & Co COM | $1.6M | 1.3K | 0.7% | ▲+1.1% Added · +14 sh | |
| 42 | First TR Exchange-Traded FD US EQTY OPPT ETF | $1.6M | 7.6K | 0.6% | ▼−7.5% Reduced · −615 sh | |
| 43 | Invesco Exch Traded FD TR II S&P SMLCP STAP | $1.4M | 40.6K | 0.6% | ▼−9.5% Reduced · −4K sh | |
| 44 | Ishares TR S&P 500 GRWT ETF | $1.4M | 10.2K | 0.6% | —Held | |
| 45 | Welltower Inc COM | $1.4M | 6.1K | 0.6% | —Held | |
| 46 | Select Sector SPDR TR ST STR CARE ETF | $1.4M | 8.6K | 0.6% | ▲+12% Added · +897 sh | |
| 47 | Invesco Exch TRD SLF Idx FD BLOO PRI PWR ETF | $1.4M | 15.3K | 0.6% | ▼−1.1% Reduced · −167 sh | |
| 48 | SPDR Series Trust ST STR SP DIV | $1.3M | 8.8K | 0.6% | ▼−1.7% Reduced · −150 sh | |
| 49 | Invesco Exchange Traded FD T S&P500 EQL STP | $1.3M | 43.7K | 0.5% | ▼−20% Reduced · −11K sh | |
| 50 | Vanguard Index FDS SM CP VAL ETF | $1.3M | 5.4K | 0.5% | ▼−10% Reduced · −620 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/947517/holdings"
Use Arkolith to show PACIFIC SUN FINANCIAL CORP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.