Fund Holdings — PACIFIC SUN FINANCIAL CORP

Total Portfolio Value
$206.49M
Total Bought
$10.24M
Total Sold
$7.18M
Net Transaction
+$3.06M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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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)8,2368,390+1541,2841,5120.73%+228
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)3,0423,04204646290.30%+166
INVESCO EXCHANGE TRADED FD T
S&P500 EQL MAT
51,91550,035-1,8801,7691,9350.94%+166
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
ISHARES TR3,9163,914-22803940.19%+114
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
3,9093,90904755310.26%+55
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 FDS2,1622,363+2016276790.33%+51
NORTHROP GRUMMAN CORP(NOC)44044002513000.15%+49
VANGUARD ADMIRAL FDS INC7,0407,219+1797818290.40%+48
SPDR SERIES TRUST
ST STR SP DIV
9,0888,993-951,2651,3120.64%+48
FIRST TR EXCHANGE-TRADED FD7,6918,223+5321,2581,3060.63%+48
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 TR2,3922,492+1003383770.18%+40
ISHARES TR6,7626,892+1306556930.34%+38
ISHARES TR7,8867,910+241,6931,7300.84%+37
VANGUARD ADMIRAL FDS INC4,3774,547+1705315660.27%+35
ISHARES TR12,58313,193+6101,0051,0390.50%+35
NETFLIX INC.(NFLX)6,0736,281+2085696040.29%+35
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT BASC
3,5603,56003924270.21%+34
VANECK ETF TRUST
ENVIRONMENTAL SR
18,50019,130+6307077410.36%+33
MOTOROLA SOLUTIONS INC(MSI)65465402512850.14%+33
PACER FDS TR
US CASH COWS 100
3,7444,154+4102272600.13%+33
VANGUARD INDEX FDS5,9965,99601,2701,3030.63%+33
INVESCO EXCH TRADED FD TR II20,47520,765+2901,2771,3080.63%+31
VANGUARD INDEX FDS6,4786,494+161,6711,7010.82%+30
ISHARES TR8,2008,295+956757030.34%+28
VANGUARD ADMIRAL FDS INC11,04410,884-1601,0801,1070.54%+28
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
11,55511,55506066330.31%+27
VICTORY PORTFOLIOS II
VCSHS US SMCP HG
10,87510,710-1656376610.32%+24
ISHARES TR13,05113,101+508618850.43%+23
ISHARES TR3,3953,455+603864090.20%+23
VANECK ETF TRUST
SEMICONDUCTR ETF
1,0931,087-63944170.20%+23
VANGUARD WORLD FD1,4971,617+1202112340.11%+23
STARBUCKS CORP(SBUX)4,2294,22903563790.18%+23
FIRST TR EXCHANGE-TRADED FD
UTILITIES ALPH
4,8004,80002162380.12%+22
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL
12,43611,736-7009309520.46%+22
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 TRUST9,2509,057-1934554740.23%+19
SPDR SERIES TRUST
ST STR R2K LOWV
5,8945,772-1227737910.38%+18
ISHARES TR1,0291,185+1564875050.24%+18
WISDOMTREE TR(WT)9,0708,920-1503033210.16%+17
INVESCO EXCHANGE TRADED FD T
S&P MDCP VLU MNT
6,3536,523+1704084250.21%+17
FIRST TR EXCHANGE-TRADED ALP
SHS ISSUED FRST
3,1103,11002772940.14%+17
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
1,1701,17002162320.11%+15
STATE STR SPDR S&P MIDCAP 40(MDY)1,1421,14206907050.34%+15
FIRST TR EXCHANGE-TRADED FD
INDLS PROD DUR
7,9307,940+106336480.31%+15
PUBLIC STORAGE OPER CO(PSA)1,4321,426-63723860.19%+15
ISHARES TR11,13910,877-2621,5711,5850.77%+14
ISHARES TR8,0457,890-1559679810.48%+14
WISDOMTREE TR(WT)21,92021,790-1301,1321,1450.55%+13
UNION PAC CORP(UNP)1,0601,06002452570.12%+12
ISHARES TR6,5366,406-1304374490.22%+11
ISHARES TR23,47322,968-5053,3133,3241.61%+10
FRANKLIN TEMPLETON ETF TR
US MID CP MLTFCT
7,1277,447+3204014090.20%+8
WISDOMTREE TR(WT)10,89510,945+507287360.36%+8
INVESCO EXCHANGE TRADED FD T
S&P SML600 GWT
10,0809,760-3205485560.27%+8
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PACIFIC SUN FINANCIAL CORP — 13F Holdings — Q1 2026 | TickerTrail