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Portfolio (Quarterly) Guide ↗

Pacific Sun Financial Corp

· CIK 0000947517
13F Portfolio $242M AUM 219 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 54 Added 83 Reduced 3 Exited
Page 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VUG VANGUARD INDEX FDS 12,090.0 $1.0M 0.43% +10K +532.6% $86.14 +2.7%
22 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 59,354.0 $1.0M 0.43% +19K +46.2% $17.39 -18.3%
23 ONEV SPDR SERIES TRUST 7,165.0 $1.0M 0.42% +180.0 +2.6% $143.07 +4.2%
24 QTUM ETF SER SOLUTIONS 6,091.0 $1.0M 0.41% +703.0 +13.1% $165.38 -10.6%
25 FNCL FIDELITY COVINGTON TRUST 12,063.0 $924K 0.38% +661.0 +5.8% $76.56 +8.1%
26 IHAK ISHARES TR 14,140.0 $858K 0.35% +427.0 +3.1% $60.71 +3.8%
27 EVX VANECK ETF TRUST 20,330.0 $838K 0.35% +1K +6.3% $41.21 -1.6%
28 XLE SELECT SECTOR SPDR TR 15,698.0 $834K 0.34% +1K +8.8% $53.11 +20.6%
29 NLR VANECK ETF TRUST 6,753.0 $783K 0.32% +2K +42.2% $115.98 +3.4%
30 VHT VANGUARD WORLD FD 2,580.0 $771K 0.32% +232.0 +9.9% $299.01 +7.6%
31 VO VANGUARD INDEX FDS 9,419.0 $759K 0.31% +7K +298.6% $80.57 +2.1%
32 RITM RITHM CAPITAL CORP Real Estate 79,085.0 $743K 0.31% +9K +12.2% $9.39 +7.3%
33 AIRR FIRST TR EXCHANGE TRADED FD 5,490.0 $732K 0.30% +70.0 +1.3% $133.25 -18.4%
34 VIOG VANGUARD ADMIRAL FDS INC 4,597.0 $705K 0.29% +50.0 +1.1% $153.42 -4.6%
35 FIDELITY COVINGTON TRUST 8,102.0 $626K 0.26% +324.0 +4.2% $77.25
36 IYF ISHARES TR 4,851.0 $619K 0.26% +40.0 +0.8% $127.51 +8.2%
37 WMT WALMART INC Consumer Defensive 5,241.0 $594K 0.24% +2K +40.5% $113.26 -5.4%
38 IWF ISHARES TR 4,740.0 $589K 0.24% +4K +300.0% $124.17 -0.6%
39 AIQ GLOBAL X FDS 8,926.0 $586K 0.24% +50.0 +0.6% $65.61 -2.0%
40 SGOV ISHARES TR 5,684.0 $572K 0.24% +2K +45.2% $100.67 -0.2%
Page 2 of 3  ·  54 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.9%
Financial Services 13.6%
Consumer Cyclical 13.3%
Real Estate 12.8%
Communication Services 5.9%
Consumer Defensive 5.9%
Industrials 4.8%
Healthcare 3.7%
Utilities 1.0%
Energy 1.0%