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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 6 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCHA SCHWAB STRATEGIC TR 20,746.0 $750K 0.31% -182.0 -0.9% $36.13 -4.4%
102 RITM RITHM CAPITAL CORP Real Estate 79,085.0 $743K 0.31% +9K +12.2% $9.39 +7.3%
103 RFG INVESCO EXCHANGE TRADED FD T 11,375.0 $734K 0.30% -180.0 -1.6% $64.53 -5.8%
104 AIRR FIRST TR EXCHANGE TRADED FD 5,490.0 $732K 0.30% +70.0 +1.3% $133.25 -18.4%
105 FXR FIRST TR EXCHANGE-TRADED FD 7,970.0 $726K 0.30% $91.12 -4.4%
106 VIG VANGUARD SPECIALIZED FUNDS 3,046.0 $721K 0.30% $236.62 +2.3%
107 VBK VANGUARD INDEX FDS 1,954.0 $715K 0.29% -70.0 -3.5% $365.70 -4.4%
108 VIOG VANGUARD ADMIRAL FDS INC 4,597.0 $705K 0.29% +50.0 +1.1% $153.42 -4.6%
109 CSB VICTORY PORTFOLIOS II 10,635.0 $698K 0.29% -75.0 -0.7% $65.59 +1.5%
110 SMH VANECK ETF TRUST 1,057.0 $693K 0.29% -30.0 -2.8% $655.89 -13.6%
111 BAC BANK OF AMER CORP Financial Services 12,101.0 $690K 0.28% $56.98 +10.0%
112 PSCH INVESCO EXCH TRADED FD TR II 13,070.0 $684K 0.28% -10K -43.9% $52.37 +3.8%
113 ISCV ISHARES TR 8,719.0 $683K 0.28% -600.0 -6.4% $78.32 +3.0%
114 QDF FLEXSHARES TR 7,555.0 $679K 0.28% $89.92 +2.9%
115 XTL SPDR SERIES TRUST 2,790.0 $635K 0.26% $227.49 -8.4%
116 RZG INVESCO EXCHANGE TRADED FD T 8,720.0 $634K 0.26% -1K -10.7% $72.70 -7.9%
117 MGC VANGUARD WORLD FD 2,291.0 $627K 0.26% $273.63 +3.4%
118 FIDELITY COVINGTON TRUST 8,102.0 $626K 0.26% +324.0 +4.2% $77.25
119 IYF ISHARES TR 4,851.0 $619K 0.26% +40.0 +0.8% $127.51 +8.2%
120 UDR UDR INC Real Estate 15,369.0 $614K 0.25% -490.0 -3.1% $39.92 -8.9%
Page 6 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%