account_balance
Investment manager · 13F filer · SEC CIK 947517
Pacific Sun Financial Corp
Reported value$248Mas of Sep 30, 2026
Positions217 9 new, 11 sold out
Top 10 weight26.5%AAPL alone is 6%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.6%
XLKSelect Sector SPDR Tr
3.3%Added +2%
FDNFirst Tr Exchange-Traded Fd
3.2%
BRK-BBerkshire Hathaway Inc
2.7%
CIBRFirst Tr Exchange-Traded Fd
2.4%
SLYGSPDR Series Trust
2.2%
PPAInvesco Exchange Traded Fd T
2.0%Added +4%
QQQInvesco QQQ Tr
1.7%Added +3%
SOXXiShares Tr
1.7%Added +14%
XARSPDR Series Trust
1.6%Added +4%
IJTiShares Tr
1.4%Trimmed −3%
NVDANVIDIA Corp
1.3%
AAPLApple Inc.
5.6%
XLKSelect Sector SPDR Tr
3.3%+2%
FDNFirst Tr Exchange-Traded Fd
3.2%
BRK-BBerkshire Hathaway Inc
2.7%
CIBRFirst Tr Exchange-Traded Fd
2.4%
SLYGSPDR Series Trust
2.2%
PPAInvesco Exchange Traded Fd T
2.0%
QQQInvesco QQQ Tr
1.7%
SOXXiShares Tr
1.7%
XAR1.6%
IJT1.4%
NVDABoxes 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
AAPL Apple Inc. 5.6% Held
XLK Select Sector SPDR Tr 3.3% Added +2%
FDN First Tr Exchange-Traded Fd 3.2% Held
BRK-B Berkshire Hathaway Inc 2.7% HeldCIBR First Tr Exchange-Traded Fd 2.4% Held
SLYG SPDR Series Trust 2.2% Held
PPA Invesco Exchange Traded Fd T 2.0% Added +4%
QQQ Invesco QQQ Tr 1.7% Added +3%
SOXX iShares Tr 1.7% Added +14%
XAR SPDR Series Trust 1.6% Added +4%
IJT iShares Tr 1.4% Trimmed −3%
NVDA NVIDIA Corp 1.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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