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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 5 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MDYV SPDR SERIES TRUST 8,984.0 $765K 0.37% $85.15 +6.9%
82 XMMO INVESCO EXCHANGE TRADED FD T 5,163.0 $749K 0.36% +80.0 +1.6% $145.02 +15.1%
83 EVX VANECK ETF TRUST 19,130.0 $741K 0.36% +630.0 +3.4% $38.72 +1.2%
84 EZM WISDOMTREE TR 10,945.0 $736K 0.36% $67.22 +9.1%
85 GGME INVESCO EXCHANGE TRADED FD T 14,201.0 $725K 0.35% $51.03 +21.6%
86 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,142.0 $705K 0.34% $617.65 +9.1%
87 IMCV ISHARES TR 8,295.0 $703K 0.34% +95.0 +1.2% $84.79 +5.7%
88 ILCB ISHARES TR 7,820.0 $703K 0.34% +100.0 +1.3% $89.86 +15.5%
89 IJK ISHARES TR 6,892.0 $693K 0.34% +130.0 +1.9% $100.62 +11.8%
90 SOXQ INVESCO EXCH TRADED FD TR II 11,472.0 $685K 0.33% +530.0 +4.8% $59.70 +65.6%
91 VO VANGUARD INDEX FDS 2,363.0 $679K 0.33% +201.0 +9.3% $287.18 -72.7%
92 FTEC FIDELITY COVINGTON TRUST 3,222.0 $670K 0.33% +619.0 +23.8% $208.05 +35.0%
93 RITM RITHM CAPITAL CORP Real Estate 70,475.0 $668K 0.32% +29K +71.3% $9.48 -2.2%
94 FDM FIRST TR EXCHANGE-TRADED FD 8,095.0 $664K 0.32% $82.09 +7.0%
95 CSB VICTORY PORTFOLIOS II 10,710.0 $661K 0.32% -165.0 -1.5% $61.75 +3.7%
96 VIG VANGUARD SPECIALIZED FUNDS 3,046.0 $655K 0.32% $215.06 +8.4%
97 FXG FIRST TR EXCHANGE-TRADED FD 10,218.0 $651K 0.32% -410.0 -3.9% $63.72 -3.9%
98 FXR FIRST TR EXCHANGE-TRADED FD 7,940.0 $648K 0.31% $81.63 +6.1%
99 ISCV ISHARES TR 9,319.0 $648K 0.31% -240.0 -2.5% $69.51 +7.9%
100 VHT VANGUARD WORLD FD 2,348.0 $639K 0.31% +140.0 +6.3% $272.33 +3.1%
Page 5 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%