Fund Holdings

PACIFIC SUN FINANCIAL CORP

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR03,914+3,9140394,0030.19%+394,003
ISHARES TR5,9576,471+5141,793,9512,126,7591.03%+332,808
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
29,10329,484+3814,558,4034,885,4992.37%+327,096
NEOS ETF TRUST
NASDAQ 100 HIGH
06,395+6,3950317,7680.15%+317,768
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
05,503+5,5030305,5270.15%+305,527
SELECT SECTOR SPDR TR
ST STR ENERG ETF
13,49814,432+934603,496884,1040.43%+280,608
FIDELITY COVINGTON TRUST20,48026,055+5,5751,500,7741,774,8670.86%+274,093
BLACKSTONE MORTGAGE TRUST IN(BXMT)27,03040,595+13,565529,788795,5340.39%+265,746
VANECK ETF TRUST
URANI NUCLE ETF
2,9604,748+1,788367,632632,3860.31%+264,754
ETF SER SOLUTIONS
DEFIA QUANT ETF
2,8725,388+2,516314,944578,1320.28%+263,188
SPDR SERIES TRUST
ST STR SP AERO
17,86517,910+454,309,7534,548,7822.20%+239,029
DIGITAL RLTY TR INC(DLR)8,2368,390+1541,283,6471,511,8900.73%+228,243
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0638+6380216,2110.10%+216,211
INVESCO EXCH TRADED FD TR II
S&P SMLCP MATL
02,160+2,1600213,9410.10%+213,941
RITHM CAPITAL CORP(RITM)41,13270,475+29,343458,622668,1030.32%+209,481
CLOUDFLARE INC(NET)01,000+1,0000206,3400.10%+206,340
COSTCO WHOLESALE CORPORATION(COST)1,1011,133+32949,4361,128,9550.55%+179,519
CHEVRON CORPORATION(CVX)3,0423,0420463,631629,3900.30%+165,759
INVESCO EXCHANGE TRADED FD T
S&P500 EQL MAT
51,91550,035-1,8801,769,0811,934,5980.94%+165,517
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
4,4505,420+970437,524600,4280.29%+162,904
SPDR SERIES TRUST
ST STR SP600GRWO
51,94152,043+1024,892,3045,028,3752.44%+136,071
ISHARES TR
CYBERSECURITY
9,61713,713+4,096462,770598,5720.29%+135,802
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
40,52441,628+1,1041,974,3292,101,3811.02%+127,052
JOBY AVIATION INC(JOBY)015,170+15,1700125,3040.06%+125,304
SELECT SECTOR SPDR TR
ST STR REAL ETF
34,70337,254+2,5511,400,2661,521,0810.74%+120,815
FIDELITY COVINGTON TRUST8,91111,402+2,491692,741800,4200.39%+107,679
SPDR SERIES TRUST
ST STR SP TELCO
2,7402,790+50419,823524,6870.25%+104,864
SPDR SERIES TRUST
ST STR SP400GRW
28,59928,554-452,643,4062,740,0421.33%+96,636
FIDELITY COVINGTON TRUST2,6033,222+619584,816670,3370.32%+85,521
SPDR SERIES TRUST
ST STR SP HOME
1,9892,869+880204,787283,2280.14%+78,441
SPDR SERIES TRUST
ST STR SP600SM C
22,10622,076-302,010,9472,087,9111.01%+76,964
GLOBAL X FDS
ARTIFICIAL ETF
6,6268,876+2,250337,297414,2430.20%+76,946
INVESCO EXCH TRADED FD TR II
INVESCO PHLX SM
10,94211,472+530610,235684,8780.33%+74,643
INVESCO EXCH TRADED FD TR II22,01121,981-301,245,9571,320,5000.64%+74,543
WELLTOWER INC(WELL)6,0636,06301,125,3531,198,7160.58%+73,363
SPDR SERIES TRUST
ST STR R1K LOWV
6,5056,985+480866,374937,1770.45%+70,803
OKLO INC(OKLO)4,4897,915+3,426322,131392,5050.19%+70,374
VANGUARD WELLINGTON FD2,1392,424+285409,124477,8240.23%+68,700
FIRST TR EXCHANGE-TRADED FD
INDXX NEXTG ETF
17,12117,091-301,845,0451,912,8500.93%+67,805
VANGUARD WHITEHALL FDS13,51613,540+241,939,8162,005,2740.97%+65,458
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
10,94711,454+5071,121,1921,184,0000.57%+62,808
FIDELITY COVINGTON TRUST6,5337,778+1,245485,271547,2600.27%+61,989
VANGUARD INDEX FDS8,8858,865-201,575,9321,633,6420.79%+57,710
ISHARES TR
CORE HIGH DV ETF
3,9093,9090475,373530,5290.26%+55,156
SELECT SECTOR SPDR TR
ST STR CARE ETF
6,9407,703+7631,074,3121,129,3370.55%+55,025
WALMART INC(WMT)3,6843,730+46411,300464,4780.22%+53,178
VANGUARD INDEX FDS2,1622,363+201627,456678,6060.33%+51,150
NORTHROP GRUMMAN CORP(NOC)4404400251,081300,4110.15%+49,330
VANGUARD ADMIRAL FDS INC7,0407,219+179781,158828,9580.40%+47,800
SPDR SERIES TRUST
ST STR SP DIV
9,0888,993-951,264,6861,312,4380.64%+47,752
FIRST TR EXCHANGE-TRADED FD7,6918,223+5321,258,1711,305,8950.63%+47,724
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
2,9122,922+10229,640275,7780.13%+46,138
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
5,0835,163+80703,792748,7380.36%+44,946
ISHARES TR2,3922,492+100337,607377,3140.18%+39,707
ISHARES TR6,7626,892+130655,103693,4730.34%+38,370
ISHARES TR7,8867,910+241,693,0451,730,3130.84%+37,268
VANGUARD ADMIRAL FDS INC4,3774,547+170530,865565,9200.27%+35,055
ISHARES TR12,58313,193+6101,004,6271,039,2130.50%+34,586
NETFLIX INC.(NFLX)6,0736,281+208569,404603,9180.29%+34,514
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT BASC
3,5603,5600392,156426,5920.21%+34,436
VANECK ETF TRUST
ENVIRONMENTAL SR
18,50019,130+630707,268740,7290.36%+33,461
MOTOROLA SOLUTIONS INC(MSI)6546540251,483284,6080.14%+33,125
PACER FDS TR
US CASH COWS 100
3,7444,154+410227,092259,8740.13%+32,782
VANGUARD INDEX FDS5,9965,99601,269,8931,302,6310.63%+32,738
INVESCO EXCH TRADED FD TR II20,47520,765+2901,276,9811,307,5720.63%+30,591
VANGUARD INDEX FDS6,4786,494+161,671,0181,700,9270.82%+29,909
ISHARES TR8,2008,295+95675,173703,2980.34%+28,125
VANGUARD ADMIRAL FDS INC11,04410,884-1601,079,6611,107,3380.54%+27,677
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
11,55511,5550605,895633,3610.31%+27,466
VICTORY PORTFOLIOS II
VCSHS US SMCP HG
10,87510,710-165637,404661,3700.32%+23,966
ISHARES TR13,05113,101+50861,366884,7110.43%+23,345
ISHARES TR3,3953,455+60386,079409,2450.20%+23,166
VANECK ETF TRUST
SEMICONDUCTR ETF
1,0931,087-6393,622416,7560.20%+23,134
VANGUARD WORLD FD1,4971,617+120211,317234,3840.11%+23,067
STARBUCKS CORP(SBUX)4,2294,2290356,124378,8760.18%+22,752
FIRST TR EXCHANGE-TRADED FD
UTILITIES ALPH
4,8004,8000216,048238,0320.12%+21,984
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL
12,43611,736-700929,964951,9070.46%+21,943
FIRST TR EXCHANGE-TRADED FD
COM SHS ANNUAL
8,0758,095+20642,899664,4820.32%+21,583
SPDR SERIES TRUST
ST STR SP600 SML
12,22712,298+71572,957594,2390.29%+21,282
FIDELITY COVINGTON TRUST9,2509,057-193455,008473,9530.23%+18,945
SPDR SERIES TRUST
ST STR R2K LOWV
5,8945,772-122772,855791,2110.38%+18,356
ISHARES TR1,0291,185+156487,026505,2840.24%+18,258
WISDOMTREE TR(WT)9,0708,920-150303,392320,5850.16%+17,193
INVESCO EXCHANGE TRADED FD T
S&P MDCP VLU MNT
6,3536,523+170407,608424,7780.21%+17,170
FIRST TR EXCHANGE-TRADED ALP
SHS ISSUED FRST
3,1103,1100277,271294,0460.14%+16,775
SELECT SECTOR SPDR TR
ST STR UTIL ETF
5,0425,0420215,243231,3770.11%+16,134
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
4,5804,600+20261,701277,1960.13%+15,495
VANGUARD WORLD FD
UTILITIES ETF
1,1701,1700216,497231,8240.11%+15,327
STATE STR SPDR S&P MIDCAP 40(MDY)1,1421,1420690,413705,3590.34%+14,946
FIRST TR EXCHANGE-TRADED FD
INDLS PROD DUR
7,9307,940+10633,369648,1420.31%+14,773
PUBLIC STORAGE OPER CO(PSA)1,4321,426-6371,604386,2750.19%+14,671
ISHARES TR11,13910,877-2621,571,1561,585,2140.77%+14,058
ISHARES TR8,0457,890-155966,866980,8240.48%+13,958
WISDOMTREE TR(WT)21,92021,790-1301,131,9881,144,8470.55%+12,859
UNION PAC CORP(UNP)1,0601,0600245,199257,1770.12%+11,978
ISHARES TR6,5366,406-130437,389448,6120.22%+11,223
ISHARES TR23,47322,968-5053,313,4493,323,6991.61%+10,250
FRANKLIN TEMPLETON ETF TR
US MID CP MLTFCT
7,1277,447+320400,965409,0640.20%+8,099
INVESCO EXCH TRADED FD TR II4,9304,9300236,640244,5770.12%+7,937
WISDOMTREE TR(WT)10,89510,945+50727,788735,7250.36%+7,937
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