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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 5 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XHE SPDR SERIES TRUST 10,625.0 $895K 0.37% -2K -18.1% $84.23 +11.8%
82 FTEC FIDELITY COVINGTON TRUST 3,132.0 $894K 0.37% -90.0 -2.8% $285.58 +1.3%
83 IGV ISHARES TR 9,745.0 $883K 0.36% -230.0 -2.3% $90.60 +15.4%
84 XMMO INVESCO EXCHANGE TRADED FD T 5,113.0 $870K 0.36% -50.0 -1.0% $170.14 -9.3%
85 IHAK ISHARES TR 14,140.0 $858K 0.35% +427.0 +3.1% $60.71 +3.8%
86 GGME INVESCO EXCHANGE TRADED FD T 14,191.0 $854K 0.35% $60.21 +6.7%
87 ARKW ARK ETF TR 5,892.0 $854K 0.35% -470.0 -7.4% $144.86 +9.7%
88 MDYV SPDR SERIES TRUST 8,904.0 $845K 0.35% -80.0 -0.9% $94.85 +0.3%
89 EVX VANECK ETF TRUST 20,330.0 $838K 0.35% +1K +6.3% $41.21 -1.6%
90 XLE SELECT SECTOR SPDR TR 15,698.0 $834K 0.34% +1K +8.8% $53.11 +20.6%
91 EZM WISDOMTREE TR 10,945.0 $829K 0.34% $75.78 +0.7%
92 ILCB ISHARES TR 7,820.0 $811K 0.33% $103.65 +3.0%
93 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,135.0 $799K 0.33% -7.0 -0.6% $704.34 -1.8%
94 IJK ISHARES TR 6,762.0 $795K 0.33% -130.0 -1.9% $117.50 -3.4%
95 NLR VANECK ETF TRUST 6,753.0 $783K 0.32% +2K +42.2% $115.98 +3.4%
96 VHT VANGUARD WORLD FD 2,580.0 $771K 0.32% +232.0 +9.9% $299.01 +7.6%
97 VO VANGUARD INDEX FDS 9,419.0 $759K 0.31% +7K +298.6% $80.57 +2.1%
98 IMCV ISHARES TR 8,295.0 $758K 0.31% $91.38 +6.8%
99 FDM FIRST TR EXCHANGE-TRADED FD 8,070.0 $751K 0.31% $93.11 +0.6%
100 BBH VANECK ETF TRUST 3,696.0 $751K 0.31% -430.0 -10.4% $203.24 +18.6%
Page 5 of 11  ·  219 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%