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Portfolio (Quarterly) Guide ↗

Pacific Sun Financial Corp

· CIK 0000947517
13F Portfolio $206M AUM 201 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 81 Added 42 Reduced 9 Exited
Page 3 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 POWA INVESCO EXCH TRD SLF IDX FD 15,417.0 $1.3M 0.64% $86.15 +0.8%
42 PSCT INVESCO EXCH TRADED FD TR II 21,981.0 $1.3M 0.64% $60.07 +44.1%
43 SDY SPDR SERIES TRUST 8,993.0 $1.3M 0.64% -95.0 -1.1% $145.94 +2.8%
44 XMLV INVESCO EXCH TRADED FD TR II 20,765.0 $1.3M 0.63% +290.0 +1.4% $62.97 +3.5%
45 FPX FIRST TR EXCHANGE-TRADED FD 8,223.0 $1.3M 0.63% +532.0 +6.9% $158.81 +21.9%
46 VBR VANGUARD INDEX FDS 5,996.0 $1.3M 0.63% $217.25 +8.2%
47 QTEC FIRST TR EXCHANGE-TRADED FD 5,927.0 $1.3M 0.62% +90.0 +1.5% $215.98 +42.8%
48 IHI ISHARES TR 22,901.0 $1.2M 0.59% $53.35 -7.8%
49 LLY ELI LILLY & CO Healthcare 1,324.0 $1.2M 0.59% $919.77 +17.7%
50 WELL WELLTOWER INC Real Estate 6,063.0 $1.2M 0.58% $197.71 +10.3%
51 XMHQ INVESCO EXCHANGE TRADED FD T 11,454.0 $1.2M 0.57% +507.0 +4.6% $103.37 +5.7%
52 FNX FIRST TR EXCHANGE-TRADED ALP 9,104.0 $1.2M 0.56% -140.0 -1.5% $128.24 +10.1%
53 IVW ISHARES TR 10,208.0 $1.2M 0.56% +224.0 +2.2% $113.11 +22.3%
54 DON WISDOMTREE TR 21,790.0 $1.1M 0.55% -130.0 -0.6% $52.54 +5.4%
55 XLV SELECT SECTOR SPDR TR 7,703.0 $1.1M 0.55% +763.0 +11.0% $146.61 +1.5%
56 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,133.0 $1.1M 0.55% +32.0 +2.9% $996.43 +0.7%
57 WCN WASTE CONNECTIONS INC Industrials 6,840.0 $1.1M 0.54% $162.44 -5.4%
58 VIOV VANGUARD ADMIRAL FDS INC 10,884.0 $1.1M 0.54% -160.0 -1.4% $101.74 +10.9%
59 IMCG ISHARES TR 13,193.0 $1.0M 0.50% +610.0 +4.8% $78.77 +17.2%
60 GOOG ALPHABET INC Communication Services 3,562.0 $1.0M 0.49% $286.88 +34.1%
Page 3 of 11  ·  201 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 35.6%
Consumer Cyclical 13.3%
Financial Services 13.0%
Real Estate 12.6%
Communication Services 9.1%
Consumer Defensive 5.8%
Industrials 4.9%
Healthcare 3.3%
Energy 1.4%
Utilities 0.9%