Arkolith/Funds/Sunburst Financial Group, LLC

Sunburst Financial Group, LLC

CIK 1800158
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

Sunburst Financial Group, LLC holds a focused book of 132 stocks worth $598.4M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Schwab US DVD Equity ETF. Their largest long position is Schwab US Broad Market ETF at 11% of the equity book. They also disclosed $19.0M in put options (a bearish bet), shown separately below and excluded from the equity book.

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holdings, largest changes, and filing provenance.
Opened
10
new positions
Added to
51
existing
Trimmed
56
reduced
Sold out
6
exited

Concentration

Top-heavy: focused book

Top 5 holdings
43%
Top 10 holdings
65%
Top 20 holdings
82%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

12% mapped to company sectors

ETF / fund or unclassified
88%
Information Technology
6%
Financials
2%
Consumer Discretionary
1%
Health Care
1%
Industrials
1%
Materials
1%
Utilities
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

132 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US BRD MKT ETF
$65.6M2.27M
11.0%
+4.2%
Added · +92K sh
2Fidelity Merrimack STR TR
TOTAL BD ETF
$54.1M1.19M
9.0%
+3.8%
Added · +43K sh
3ETF Ser Solutions
APTUS COLLRD INV
$51.5M1.12M
8.6%
+4.3%
Added · +46K sh
4SPDR Series Trust
ST STR P500GRW
$44.1M370.3K
7.4%
+4.2%
Added · +15K sh
5Ishares TR
MSCI INTL QUALTY
$40.3M812.7K
6.7%
+6.8%
Added · +52K sh
6Vanguard Scottsdale FDS
SHRT TRM CORP BD
$36.5M462.5K
6.1%
+2.9%
Added · +13K sh
7American Centy ETF TR
AVANTIS EMGMKT
$25.6M265.4K
4.3%
+17%
Added · +39K sh
8ETF Ser Solutions
APTUS DEFINED
$24.0M834.5K
4.0%
+8.1%
Added · +62K sh
9Ishares TR
MRGSTR MD CP ETF
$23.3M241.7K
3.9%
+9.5%
Added · +21K sh
10Ishares TR
RUS 1000 GRW ETF
$22.0M177.4K
3.7%
+300%
Added · +133K sh
11Ishares TR
CORE DIVID ETF
$19.5M317.3K
3.3%
+4.9%
Added · +15K sh
12Schwab Strategic TR
US DIVIDEND EQ
$13.6M428.4K
2.3%
−1.1%
Reduced · −5K sh
13ETF Ser Solutions
APTUS ENHANCED
$12.2M554.4K
2.0%
+1.5%
Added · +8K sh
14Vanguard Index FDS
S&P 500 ETF SHS
$11.6M16.8K
1.9%
~0%
Reduced · −7 sh
15Ishares TR
RUS 1000 VAL ETF
$9.4M38.7K
1.6%
Held
16Nvidia Corporation
COM
$8.6M43.0K
1.4%
−1.2%
Reduced · −519 sh
17Apple Inc
COM
$7.2M24.9K
1.2%
+6.8%
Added · +2K sh
18Ishares TR
MORNINGSTAR GRWT
$6.9M58.5K
1.1%
−1.4%
Reduced · −815 sh
19Ishares TR
CORE S&P500 ETF
$6.7M9.0K
1.1%
~0%
Reduced · −4 sh
20Ishares TR
RUS MID CAP ETF
$6.7M60.7K
1.1%
−1.0%
Reduced · −597 sh
21Ishares TR
RUSSELL 2000 ETF
$5.5M18.3K
0.9%
−0.1%
Reduced · −29 sh
22Ishares Inc
CORE MSCI EMKT
$4.4M53.4K
0.7%
−0.8%
Reduced · −423 sh
23Vanguard Whitehall FDS
HIGH DIV YLD
$4.0M25.5K
0.7%
−1.0%
Reduced · −253 sh
24Schwab Strategic TR
US SML CAP ETF
$3.5M95.9K
0.6%
−0.3%
Reduced · −253 sh
25Microsoft Corp
COM
$3.3M8.9K
0.6%
−0.2%
Reduced · −21 sh
26Vanguard Specialized Funds
DIV APP ETF
$2.9M12.2K
0.5%
−0.4%
Reduced · −51 sh
27Alphabet Inc
CAP STK CL A
$2.8M7.8K
0.5%
+3.0%
Added · +226 sh
28Procter & Gamble Co
COM
$2.6M17.5K
0.4%
−1.8%
Reduced · −319 sh
29Amazon Com Inc
COM
$2.5M10.6K
0.4%
+1.2%
Added · +124 sh
30J P Morgan Exchange Traded F
ULTRA SHRT ETF
$2.5M49.3K
0.4%
+3.9%
Added · +2K sh
31Ishares TR
CORE S&P SCP ETF
$2.4M16.5K
0.4%
−0.1%
Reduced · −12 sh
32J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$2.3M46.0K
0.4%
−1.8%
Reduced · −826 sh
33Vanguard Index FDS
GROWTH ETF
$2.3M26.5K
0.4%
+500%
Added · +22K sh
34Vanguard Whitehall FDS
INTL DVD ETF
$2.2M23.7K
0.4%
−0.1%
Reduced · −27 sh
35Broadcom Inc
COM
$2.2M5.7K
0.4%
+10%
Added · +540 sh
36JPMorgan Chase & Co
COM
$2.1M6.5K
0.4%
+1.2%
Added · +75 sh
37Schwab Strategic TR
US MID-CAP ETF
$2.1M56.9K
0.4%
−1.4%
Reduced · −791 sh
38Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.1M28.9K
0.3%
−1.3%
Reduced · −371 sh
39Walmart Inc
COM
$1.9M16.5K
0.3%
−0.5%
Reduced · −88 sh
40Vanguard Index FDS
TOTAL STK MKT
$1.6M4.3K
0.3%
−0.3%
Reduced · −13 sh
41Ishares TR
MSCI EAFE ETF
$1.5M14.5K
0.3%
−0.1%
Reduced · −16 sh
42Vanguard Index FDS
SMALL CP ETF
$1.5M5.0K
0.3%
−0.8%
Reduced · −40 sh
43Schwab Strategic TR
INTL EQTY ETF
$1.5M54.1K
0.3%
−0.9%
Reduced · −516 sh
44Vanguard Index FDS
SML CP GRW ETF
$1.4M3.9K
0.2%
~0%
Added · +1 sh
45Schwab Strategic TR
US LCAP GR ETF
$1.2M36.3K
0.2%
−1.6%
Reduced · −608 sh
46Cisco Sys Inc
COM
$1.2M10.4K
0.2%
−4.5%
Reduced · −490 sh
47Visa Inc
COM CL A
$1.2M3.5K
0.2%
+1.1%
Added · +39 sh
48SPDR Series Trust
ST STR PR SP1500
$1.2M13.2K
0.2%
−2.1%
Reduced · −286 sh
49Schwab Strategic TR
EMRG MKTEQ ETF
$1.2M32.5K
0.2%
−1.4%
Reduced · −475 sh
50Eli Lilly & Co
COM
$1.2M974
0.2%
+0.8%
Added · +8 sh
Showing 50 of 132 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$19.0M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishISHARES RUSSELL 1000 GROWTHIWF$14.1M113K
PUT · bearishNVIDIA CORPNVDA$4.9M25K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 2026134$617.3M13F-HR
Q1 2026Mar 31, 2026Apr 13, 2026132$542.9M13F-HR/A
Q4 2025Dec 31, 2025Jan 21, 2026127$494.3M13F-HR
Q3 2025Sep 30, 2025Oct 17, 2025119$474.9M13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025116$446.5M13F-HR
Q1 2025Mar 31, 2025May 8, 2025111$407.3M13F-HR
Q4 2024Dec 31, 2024Jan 30, 2025109$404.4M13F-HR
Amended / restated
  • Q1 2026 · filed Apr 8, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.