account_balance
Investment manager · 13F filer · SEC CIK 2067342
Sun Financial Inc
Reported value$212Mas of Jun 30, 2026
Positions161 17 new, 15 sold out
Top 10 weight30.4%FTHI alone is 5%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
FTHIFirst Tr Exchange Traded Fd
4.8%Added +5%
BUFRFirst Tr Exchng Traded Fd Vi
4.2%Added +15%
SCHVSchwab Strategic Tr
3.9%Added +5%
GRNJTidal Trust III
3.2%Added +22%
FTQIFirst Tr Exchange Traded Fd
2.8%Added +8%
JPSTJ P Morgan Exchange Traded F
2.5%Trimmed −12%
IEFiShares Tr
2.5%Trimmed −3%
FTCBFirst Tr Exchange-Traded Fd
2.4%
GRNYTidal Trust I
2.2%Added +12%
NVDANVIDIA Corp
2.0%
GOOGLAlphabet Inc.
1.9%Added +7%
QTECFirst Tr Exchange-Traded Fd
1.8%−6%
FTHIFirst Tr Exchange Traded Fd
4.8%Added +5%
BUFRFirst Tr Exchng Traded Fd Vi
4.2%Added +15%
SCHVSchwab Strategic Tr
3.9%+5%
GRNJTidal Trust III
3.2%+22%
FTQIFirst Tr Exchange Traded Fd
2.8%+8%
JPSTJ P Morgan Exchange Traded F
2.5%
IEFiShares Tr
2.5%
FTCBFirst Tr Exchange-Traded Fd
2.4%
GRNYTidal Trust I
2.2%
QTEC
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FTHI First Tr Exchange Traded Fd 4.8% Added +5%
BUFR First Tr Exchng Traded Fd Vi 4.2% Added +15%
SCHV Schwab Strategic Tr 3.9% Added +5%
GRNJ Tidal Trust III 3.2% Added +22%
FTQI First Tr Exchange Traded Fd 2.8% Added +8%
JPST J P Morgan Exchange Traded F 2.5% Trimmed −12%
IEF iShares Tr 2.5% Trimmed −3%
FTCB First Tr Exchange-Traded Fd 2.4% Held
GRNY Tidal Trust I 2.2% Added +12%
NVDA NVIDIA Corp 2.0% HeldGOOGL Alphabet Inc. 1.9% Added +7%QTEC First Tr Exchange-Traded Fd 1.8% Trimmed −6%
What changed
Biggest moves since Mar 31, 2026
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