Sunburst Financial Group, LLC - Portfolio overview

Sunburst Financial Group, LLC has 136 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHB - SCHWAB STRATEGIC TR, 10.46%
2. FBND - FIDELITY MERRIMACK STR TR, 10.03%
3. ACIO - ETF SER SOLUTIONS, 8.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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