Fund HoldingsPACIFIC SUN FINANCIAL CORP

Total Portfolio Value
$206.49M
Total Bought
$10.60M
Total Sold
$7.07M
Net Transaction
+$3.53M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR03,914+3,91403940.19%+394
ISHARES TR5,9576,471+5141,7942,1271.03%+333
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
29,10329,484+3814,5584,8852.37%+327
NEOS ETF TRUST
NASDAQ 100 HIGH
06,395+6,39503180.15%+318
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
05,503+5,50303060.15%+306
SELECT SECTOR SPDR TR
ST STR ENERG ETF
13,49814,432+9346038840.43%+281
FIDELITY COVINGTON TRUST20,48026,055+5,5751,5011,7750.86%+274
BLACKSTONE MORTGAGE TRUST IN(BXMT)27,03040,595+13,5655307960.39%+266
VANECK ETF TRUST
URANI NUCLE ETF
2,9604,748+1,7883686320.31%+265
ETF SER SOLUTIONS
DEFIA QUANT ETF
2,8725,388+2,5163155780.28%+263
SPDR SERIES TRUST
ST STR SP AERO
17,86517,910+454,3104,5492.20%+239
DIGITAL RLTY TR INC(DLR)08,390+8,39001,5120.73%+1,512
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0638+63802160.10%+216
INVESCO EXCH TRADED FD TR II
S&P SMLCP MATL
02,160+2,16002140.10%+214
RITHM CAPITAL CORP(RITM)41,13270,475+29,3434596680.32%+209
CLOUDFLARE INC(NET)01,000+1,00002060.10%+206
COSTCO WHOLESALE CORPORATION(COST)1,1011,133+329491,1290.55%+180
CHEVRON CORPORATION(CVX)03,042+3,04206290.30%+629
INVESCO EXCHANGE TRADED FD T
S&P500 EQL MAT
050,035+50,03501,9350.94%+1,935
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
4,4505,420+9704386000.29%+163
SPDR SERIES TRUST
ST STR SP600GRWO
51,94152,043+1024,8925,0282.44%+136
ISHARES TR
CYBERSECURITY
9,61713,713+4,0964635990.29%+136
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
40,52441,628+1,1041,9742,1011.02%+127
JOBY AVIATION INC(JOBY)015,170+15,17001250.06%+125
SELECT SECTOR SPDR TR
ST STR REAL ETF
34,70337,254+2,5511,4001,5210.74%+121
FIDELITY COVINGTON TRUST8,91111,402+2,4916938000.39%+108
SPDR SERIES TRUST
ST STR SP TELCO
2,7402,790+504205250.25%+105
SPDR SERIES TRUST
ST STR SP400GRW
28,59928,554-452,6432,7401.33%+97
FIDELITY COVINGTON TRUST2,6033,222+6195856700.32%+86
SPDR SERIES TRUST
ST STR SP HOME
1,9892,869+8802052830.14%+78
SPDR SERIES TRUST
ST STR SP600SM C
22,10622,076-302,0112,0881.01%+77
GLOBAL X FDS
ARTIFICIAL ETF
6,6268,876+2,2503374140.20%+77
INVESCO EXCH TRADED FD TR II
INVESCO PHLX SM
10,94211,472+5306106850.33%+75
INVESCO EXCH TRADED FD TR II22,01121,981-301,2461,3210.64%+75
WELLTOWER INC(WELL)6,0636,06301,1251,1990.58%+73
SPDR SERIES TRUST
ST STR R1K LOWV
6,5056,985+4808669370.45%+71
OKLO INC(OKLO)4,4897,915+3,4263223930.19%+70
VANGUARD WELLINGTON FD2,1392,424+2854094780.23%+69
FIRST TR EXCHANGE-TRADED FD
INDXX NEXTG ETF
17,12117,091-301,8451,9130.93%+68
VANGUARD WHITEHALL FDS13,51613,540+241,9402,0050.97%+65
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
10,94711,454+5071,1211,1840.57%+63
FIDELITY COVINGTON TRUST6,5337,778+1,2454855470.27%+62
VANGUARD INDEX FDS8,8858,865-201,5761,6340.79%+58
ISHARES TR
CORE HIGH DV ETF
03,909+3,90905310.26%+531
SELECT SECTOR SPDR TR
ST STR CARE ETF
6,9407,703+7631,0741,1290.55%+55
WALMART INC(WMT)3,6843,730+464114640.22%+53
VANGUARD INDEX FDS02,363+2,36306790.33%+679
NORTHROP GRUMMAN CORP(NOC)0440+44003000.15%+300
VANGUARD ADMIRAL FDS INC07,219+7,21908290.40%+829
SPDR SERIES TRUST
ST STR SP DIV
9,0888,993-951,2651,3120.64%+48
FIRST TR EXCHANGE-TRADED FD08,223+8,22301,3060.63%+1,306
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
2,9122,922+102302760.13%+46
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
5,0835,163+807047490.36%+45
ISHARES TR02,492+2,49203770.18%+377
ISHARES TR6,7626,892+1306556930.34%+38
ISHARES TR7,8867,910+241,6931,7300.84%+37
VANGUARD ADMIRAL FDS INC04,547+4,54705660.27%+566
ISHARES TR12,58313,193+6101,0051,0390.50%+35
NETFLIX INC.(NFLX)06,281+6,28106040.29%+604
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT BASC
03,560+3,56004270.21%+427
VANECK ETF TRUST
ENVIRONMENTAL SR
18,50019,130+6307077410.36%+33
MOTOROLA SOLUTIONS INC(MSI)0654+65402850.14%+285
PACER FDS TR
US CASH COWS 100
3,7444,154+4102272600.13%+33
VANGUARD INDEX FDS05,996+5,99601,3030.63%+1,303
INVESCO EXCH TRADED FD TR II020,765+20,76501,3080.63%+1,308
VANGUARD INDEX FDS06,494+6,49401,7010.82%+1,701
ISHARES TR8,2008,295+956757030.34%+28
VANGUARD ADMIRAL FDS INC010,884+10,88401,1070.54%+1,107
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
11,55511,55506066330.31%+27
VICTORY PORTFOLIOS II
VCSHS US SMCP HG
010,710+10,71006610.32%+661
ISHARES TR13,05113,101+508618850.43%+23
ISHARES TR03,455+3,45504090.20%+409
VANECK ETF TRUST
SEMICONDUCTR ETF
1,0931,087-63944170.20%+23
VANGUARD WORLD FD1,4971,617+1202112340.11%+23
STARBUCKS CORP(SBUX)04,229+4,22903790.18%+379
FIRST TR EXCHANGE-TRADED FD
UTILITIES ALPH
04,800+4,80002380.12%+238
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL
011,736+11,73609520.46%+952
FIRST TR EXCHANGE-TRADED FD
COM SHS ANNUAL
8,0758,095+206436640.32%+22
SPDR SERIES TRUST
ST STR SP600 SML
12,22712,298+715735940.29%+21
FIDELITY COVINGTON TRUST09,057+9,05704740.23%+474
SPDR SERIES TRUST
ST STR R2K LOWV
5,8945,772-1227737910.38%+18
ISHARES TR1,0291,185+1564875050.24%+18
WISDOMTREE TR(WT)08,920+8,92003210.16%+321
INVESCO EXCHANGE TRADED FD T
S&P MDCP VLU MNT
6,3536,523+1704084250.21%+17
FIRST TR EXCHANGE-TRADED ALP
SHS ISSUED FRST
03,110+3,11002940.14%+294
SELECT SECTOR SPDR TR
ST STR UTIL ETF
5,0425,04202152310.11%+16
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
4,5804,600+202622770.13%+15
VANGUARD WORLD FD
UTILITIES ETF
01,170+1,17002320.11%+232
STATE STR SPDR S&P MIDCAP 40(MDY)01,142+1,14207050.34%+705
FIRST TR EXCHANGE-TRADED FD
INDLS PROD DUR
7,9307,940+106336480.31%+15
PUBLIC STORAGE OPER CO(PSA)01,426+1,42603860.19%+386
ISHARES TR010,877+10,87701,5850.77%+1,585
ISHARES TR07,890+7,89009810.48%+981
WISDOMTREE TR(WT)021,790+21,79001,1450.55%+1,145
UNION PAC CORP(UNP)01,060+1,06002570.12%+257
ISHARES TR06,406+6,40604490.22%+449
ISHARES TR022,968+22,96803,3241.61%+3,324
FRANKLIN TEMPLETON ETF TR
US MID CP MLTFCT
07,447+7,44704090.20%+409
INVESCO EXCH TRADED FD TR II04,930+4,93002450.12%+245
WISDOMTREE TR(WT)10,89510,945+507287360.36%+8
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