Sunburst Financial Group, LLC Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$494.3B
Holdings
127
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (127 positions)
| Stock | Value |
|---|---|
SCHBSCHWAB STRATEGIC TR | $55.8M |
FBNDFIDELITY MERRIMACK STR TR | $51.1M |
ACIOETF SER SOLUTIONS | $45.7M |
SPYGSPDR SERIES TRUST | $37.0M |
VCSHVANGUARD SCOTTSDALE FDS | $35.2M |
IQLTISHARES TR | $33.2M |
DRSKETF SER SOLUTIONS | $21.4M |
IWFISHARES TR | $20.9M |
DIVBISHARES TR | $15.2M |
SCHDSCHWAB STRATEGIC TR | $12.4M |
JUCYETF SER SOLUTIONS | $11.2M |
VOOVANGUARD INDEX FDS | $10.6M |
IMCBISHARES TR | $9.5M |
IWDISHARES TR | $8.1M |
NVDANVIDIA CORPORATION | $7.9M |
AAPLAPPLE INC | $6.4M |
IVVISHARES TR | $6.2M |
IWRISHARES TR | $5.9M |
ILCGISHARES TR | $5.8M |
IWMISHARES TR | $4.5M |
MSFTMICROSOFT CORP | $4.2M |
VYMVANGUARD WHITEHALL FDS | $4.0M |
IEMGISHARES INC | $3.6M |
VUGVANGUARD INDEX FDS | $2.8M |
SCHASCHWAB STRATEGIC TR | $2.7M |
VIGVANGUARD SPECIALIZED FUNDS | $2.7M |
JMSTJ P MORGAN EXCHANGE TRADED F | $2.4M |
JPSTJ P MORGAN EXCHANGE TRADED F | $2.4M |
GOOGLALPHABET INC | $2.3M |
AMZNAMAZON COM INC | $2.3M |
VIGIVANGUARD WHITEHALL FDS | $2.2M |
SCHMSCHWAB STRATEGIC TR | $2.1M |
JPMJPMORGAN CHASE & CO. | $2.0M |
VEAVANGUARD TAX-MANAGED FDS | $1.9M |
IJRISHARES TR | $1.9M |
WMTWALMART INC | $1.8M |
SPTMSPDR SERIES TRUST | $1.7M |
VBVANGUARD INDEX FDS | $1.7M |
EFAISHARES TR | $1.4M |
SCHFSCHWAB STRATEGIC TR | $1.4M |
IBMINTERNATIONAL BUSINESS MACHS | $1.3M |
SCHESCHWAB STRATEGIC TR | $1.2M |
SCHGSCHWAB STRATEGIC TR | $1.2M |
VBKVANGUARD INDEX FDS | $1.2M |
VTIVANGUARD INDEX FDS | $1.2M |
VVISA INC | $1.1M |
LLYELI LILLY & CO | $1.0M |
AVGOBROADCOM INC | $1.0M |
GOOGALPHABET INC | $981K |
JNJJOHNSON & JOHNSON | $960K |
SPEMSPDR INDEX SHS FDS | $957K |
PGPROCTER AND GAMBLE CO | $921K |
SOSOUTHERN CO | $863K |
RTXRTX CORPORATION | $859K |
RFREGIONS FINANCIAL CORP NEW | $850K |
CSCOCISCO SYS INC | $845K |
ISTBISHARES TR | $758K |
AXPAMERICAN EXPRESS CO | $757K |
IGSBISHARES TR | $743K |
MARMARRIOTT INTL INC NEW | $672K |
QCOMQUALCOMM INC | $659K |
SPSMSPDR SERIES TRUST | $658K |
TSLATESLA INC | $637K |
SFBSSERVISFIRST BANCSHARES INC | $634K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $622K |
PEPPEPSICO INC | $590K |
SHYISHARES TR | $556K |
AMGNAMGEN INC | $524K |
TRMKTRUSTMARK CORP | $505K |
HDHOME DEPOT INC | $501K |
ABBVABBVIE INC | $497K |
PWRQUANTA SVCS INC | $484K |
MRKMERCK & CO INC | $481K |
UNPUNION PAC CORP | $463K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $450K |
METAMETA PLATFORMS INC | $433K |
IJHISHARES TR | $429K |
XOMEXXON MOBIL CORP | $424K |
BRBROADRIDGE FINL SOLUTIONS IN | $418K |
AMATAPPLIED MATLS INC | $398K |
FANGDIAMONDBACK ENERGY INC | $386K |
UNHUNITEDHEALTH GROUP INC | $375K |
COHRCOHERENT CORP | $375K |
IBITISHARES BITCOIN TRUST ETF | $374K |
PGRPROGRESSIVE CORP | $364K |
ANGLVANECK ETF TRUST | $354K |
ADIANALOG DEVICES INC | $351K |
ORCLORACLE CORP | $350K |
CATCATERPILLAR INC | $338K |
ADPAUTOMATIC DATA PROCESSING IN | $334K |
SHOPSHOPIFY INC | $331K |
DGROISHARES TR | $322K |
MGKVANGUARD WORLD FD | $322K |
LOWLOWES COS INC | $313K |
AFLAFLAC INC | $310K |
SPYSPDR S&P 500 ETF TR | $309K |
NSCNORFOLK SOUTHN CORP | $306K |
ITWILLINOIS TOOL WKS INC | $300K |
APHAMPHENOL CORP NEW | $278K |
COSTCOSTCO WHSL CORP NEW | $277K |
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