Sun Financial Inc: 13F holdings
CIK 20673422026Q2
| Positions | 161 |
|---|
| Reported value | $212.0m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 161 (+2 vs prior quarter) |
|---|
| Reported value | $212.0m (+6.2%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FTHI FIRST TR EXCHANGE TRADED FD | 422,859 | $10.1m | 4.8% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 236,154 | $8.8m | 4.2% |
| SCHV SCHWAB STRATEGIC TR | 239,789 | $8.4m | 3.9% |
| TIDAL TRUST III | 223,077 | $6.8m | 3.2% |
| FTQI FIRST TR EXCHANGE TRADED FD | 266,320 | $5.9m | 2.8% |
| JPST J P MORGAN EXCHANGE TRADED F | 104,291 | $5.3m | 2.5% |
| IEF ISHARES TR | 56,033 | $5.2m | 2.5% |
| FTCB FIRST TR EXCHANGE-TRADED FD | 245,184 | $5.0m | 2.4% |
| GRNY TIDAL TRUST I | 165,189 | $4.6m | 2.2% |
| NVDA NVIDIA CORPORATION | 19,327 | $4.2m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2067342")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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