Fund HoldingsPACIFIC SUN FINANCIAL CORP

Total Portfolio Value
$207.66M
Total Bought
$35.93M
Total Sold
$37.10M
Net Transaction
-$1.17M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
039,233+39,23305,6482.72%+5,648
SPDR SERIES TRUST
ST STR SP600GRWO
051,941+51,94104,8922.36%+4,892
SPDR SERIES TRUST
ST STR SP AERO
017,865+17,86504,3102.08%+4,310
SPDR SERIES TRUST
ST STR SP400GRW
028,599+28,59902,6431.27%+2,643
SPDR SERIES TRUST
ST STR SP600SM C
022,106+22,10602,0110.97%+2,011
SELECT SECTOR SPDR TR
ST STR REAL ETF
034,703+34,70301,4000.67%+1,400
SPDR SERIES TRUST
ST STR SP DIV
09,088+9,08801,2650.61%+1,265
SPDR SERIES TRUST
ST STR SP HCEQ
013,414+13,41401,1840.57%+1,184
SELECT SECTOR SPDR TR
ST STR CARE ETF
06,940+6,94001,0740.52%+1,074
SPDR SERIES TRUST
ST STR R1K LOWV
06,505+6,50508660.42%+866
SPDR SERIES TRUST
ST STR R2K LOWV
05,894+5,89407730.37%+773
SPDR SERIES TRUST
ST STR SP400VAL
08,964+8,96407590.37%+759
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
05,083+5,08307040.34%+704
SELECT SECTOR SPDR TR
ST STR ENERG ETF
013,498+13,49806030.29%+603
SPDR SERIES TRUST
ST STR SP600 SML
012,227+12,22705730.28%+573
SELECT SECTOR SPDR TR
ST STR DISCR ETF
04,412+4,41205270.25%+527
SPDR SERIES TRUST
ST STR SP TELCO
02,740+2,74004200.20%+420
SELECT SECTOR SPDR TR
ST STR STAPL ETF
05,360+5,36004160.20%+416
INVESCO EXCHANGE TRADED FD T
S&P MDCP VLU MNT
06,353+6,35304080.20%+408
ELI LILLY & CO(LLY)01,320+1,32001,4190.68%+1,419
VANECK ETF TRUST
URANI NUCLE ETF
02,960+2,96003680.18%+368
BLACKSTONE MTG TR INC(BXMT)10,08027,030+16,9501865300.26%+344
ETF SER SOLUTIONS
DEFIA QUANT ETF
02,872+2,87203150.15%+315
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
04,580+4,58002620.13%+262
SALESFORCE INC(CRM)0812+81202150.10%+215
SELECT SECTOR SPDR TR
ST STR UTIL ETF
05,042+5,04202150.10%+215
VANGUARD WORLD FD01,497+1,49702110.10%+211
SPDR GOLD TR(GLD)0527+52702090.10%+209
SPDR SERIES TRUST
ST STR SP1500VT
0990+99002090.10%+209
SPDR SERIES TRUST
ST STR SP HOME
01,989+1,98902050.10%+205
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
06,395+6,39502040.10%+204
ISHARES TR02,072+2,07202020.10%+202
ISHARES TR5,8745,957+831,5931,7940.86%+201
ALPHABET INC(GOOG)3,7463,549-1979121,1140.54%+201
ISHARES TR
CYBERSECURITY
6,1919,617+3,4263244630.22%+139
EXCHANGE TRADED CONCEPTS TRU38,01537,809-2062,4922,6211.26%+128
FIRST TR EXCHANGE-TRADED FD7,9257,483-4421,4211,5450.74%+125
ADVANCED MICRO DEVICES INC(AMD)02,084+2,08404460.21%+446
FIDELITY COVINGTON TRUST19,54720,480+9331,3871,5010.72%+114
OKLO INC(OKLO)1,9004,489+2,5892123220.16%+110
COSTCO WHSL CORP NEW(COST)9251,101+1768569490.46%+93
ARCHER AVIATION INC(ACHR)12,44026,640+14,2001192000.10%+81
INVESCO QQQ TR5,9235,919-43,5563,6361.75%+80
VANECK ETF TRUST
BIOTECH ETF
04,106+4,10607770.37%+777
INVESCO EXCH TRADED FD TR II22,08122,011-701,1721,2460.60%+74
ALPHABET INC(GOOG)1,0131,01302463170.15%+71
FIRST TR EXCHANGE-TRADED FD
INDXX NEXTG ETF
17,17117,121-501,7791,8450.89%+66
INVESCO EXCH TRADED FD TR II
INVESCO PHLX SM
10,85210,942+905446100.29%+66
NVIDIA CORPORATION(NVDA)11,99212,345+3532,2372,3021.11%+65
VANECK ETF TRUST
SEMICONDUCTR ETF
1,0131,093+803313940.19%+63
VANGUARD WORLD FD
HEALTH CAR ETF
02,208+2,20806360.31%+636
RITHM CAPITAL CORP(RITM)041,132+41,13204590.22%+459
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
3,9454,450+5053814380.21%+56
GLOBAL X FDS
ARTIFICIAL ETF
5,7146,626+9122823370.16%+55
AMAZON COM INC(AMZN)08,136+8,13601,8780.90%+1,878
FIDELITY COVINGTON TRUST2,3902,603+2135315850.28%+54
ISHARES TR7,8567,886+301,6441,6930.82%+49
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
15,26615,421+1552,0222,0711.00%+49
ISHARES TR9,8349,984+1501,1871,2310.59%+43
TESLA INC(TSLA)8,4758,47503,7693,8111.84%+42
FIDELITY COVINGTON TRUST08,911+8,91106930.33%+693
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
29,07429,103+294,5204,5582.20%+39
WALMART INC(WMT)3,6393,684+453754110.20%+36
INVESCO EXCHANGE TRADED FD T
BIOTECHNOLOGY
04,847+4,84703980.19%+398
ISHARES TR022,967+22,96701,4270.69%+1,427
FIDELITY COVINGTON TRUST06,533+6,53304850.23%+485
WELLTOWER INC(WELL)6,1386,063-751,0931,1250.54%+32
BANK AMERICA CORP12,51912,261-2586466740.32%+28
VANECK ETF TRUST
ENVIRONMENTAL SR
17,48018,500+1,0206817070.34%+27
VANGUARD WORLD FD02,196+2,19605520.27%+552
ISHARES TR08,200+8,20006750.33%+675
PACER FDS TR
US CASH COWS 100
3,5443,744+2002042270.11%+23
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
031,310+31,31001,8900.91%+1,890
FIDELITY COMWLTH TR10,51010,490-209379590.46%+22
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
2,9542,912-422082300.11%+22
VANGUARD WELLINGTON FD02,139+2,13904090.20%+409
FIRST TR EXCHANGE-TRADED FD
COM SHS ANNUAL
08,075+8,07506430.31%+643
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
21,58021,540-409629800.47%+18
VANGUARD WORLD FD
INF TECH ETF
2,5392,53901,8961,9140.92%+18
ISHARES TR06,762+6,76206550.32%+655
VANGUARD INDEX FDS1,9111,91109179320.45%+16
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
40,55740,524-331,9591,9740.95%+15
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
10,54110,947+4061,1061,1210.54%+15
VANGUARD INDEX FDS08,885+8,88501,5760.76%+1,576
SPDR DOW JONES INDL AVERAGE(DIA)0844+84404060.20%+406
ISHARES TR012,583+12,58301,0050.48%+1,005
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
03,162+3,16203620.17%+362
ISHARES TR04,481+4,48105780.28%+578
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
07,930+7,93006330.31%+633
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
2,2202,22002012130.10%+12
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
012,170+12,17009550.46%+955
VANGUARD WHITEHALL FDS013,516+13,51601,9400.93%+1,940
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
06,100+6,10004240.20%+424
PROSHARES TR
LARGE CAP CRE
03,540+3,54002820.14%+282
VISA INC(V)01,123+1,12303940.19%+394
INVESCO EXCHANGE TRADED FD T
AI AND NEXT GEN
10,3109,530-7805575670.27%+10
WISDOMTREE TR(WT)10,89510,89507187280.35%+10
ISHARES TR13,05113,05108528610.41%+10
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
011,555+11,55506060.29%+606
ISHARES TR1,0201,029+94784870.23%+9
Page 1 of 1