13F Filings History of PACIFIC SUN FINANCIAL CORP

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • PACIFIC SUN FINANCIAL CORP Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • PACIFIC SUN FINANCIAL CORP reported 219 equity holdings with a total reported market value of $242,460,117 for Q2 2026. Top reported holdings included AAPL, XLK, FDN, BRKB, and SLYG.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Mitchell Fisher - Chief Compliance Officer
Manager location
Los Angeles, CA

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q2 2026
Latest value
$242,460,117
Quarter delta
+$35,972,322
Accepted
07 Aug 2026, 18:10
Rows shown
1-25 of 28
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q2 2026 219 $242,460,117 +$15,191,400 -$7,420,549 +$7,770,851 AAPL, XLK, FDN, BRKB, SLYG 13F-HR 07 Aug 2026, 18:10
Q1 2026 201 $206,487,795 +$7,374,332 -$3,332,262 +$4,042,070 AAPL, FDN, BRKB, XLK, SLYG 13F-HR 07 May 2026, 17:46
Q4 2025 202 $207,658,804 +$9,579,248 -$6,889,207 +$2,690,041 AAPL, FDN, BRKB, XLK, SLYG 13F-HR 04 Feb 2026, 18:32
Q3 2025 196 $206,953,543 +$4,992,125 -$3,570,068 +$1,422,057 AAPL, FDN, BRKB, XLK, SLYG 13F-HR 13 Nov 2025, 17:17
Q2 2025 188 $191,482,136 +$4,614,165 -$3,107,019 +$1,507,146 AAPL, FDN, BRKB, XLK, SLYG 13F-HR 30 Jul 2025, 11:36
Q1 2025 178 $175,779,856 +$4,610,581 -$4,047,552 +$563,029 AAPL, FDN, BRKB, SLYG, XLK 13F-HR 16 Apr 2025, 21:56
Q4 2024 184 $183,556,192 +$4,309,509 -$3,146,168 +$1,163,341 AAPL, FDN, BRKB, SLYG, XLK 13F-HR 03 Feb 2025, 11:12
Q3 2024 184 $181,319,237 +$3,133,850 -$4,161,912 -$1,028,062 AAPL, FDN, BRKB, SLYG, XLK 13F-HR 09 Oct 2024, 17:18
Q2 2024 176 $169,076,992 +$1,734,631 -$4,214,926 -$2,480,295 AAPL, FDN, BRKB, SLYG, XLK 13F-HR 19 Jul 2024, 17:23
Q1 2024 179 $171,763,097 +$7,851,873 -$2,113,090 +$5,738,783 AAPL, FDN, BRKB, SLYG, XLK 13F-HR 01 May 2024, 19:20
Q4 2023 172 $158,368,452 +$1,425,276 -$4,848,036 -$3,422,760 AAPL, FDN, SLYG, BRKB, XLK 13F-HR 07 Feb 2024, 19:56
Q3 2023 169 $144,293,758 +$13,568,424 -$5,528,297 +$8,040,127 AAPL, FDN, BRKB, SLYG, IJT 13F-HR 11 Jan 2024, 13:48
Q2 2023 174 $145,938,764 +$2,483,960 -$1,811,993 +$671,967 AAPL, FDN, SLYG, BRKB, RSPS 13F-HR 11 Jul 2023, 21:07
Q4 2022 174 $141,913,909 +$2,007,180 -$10,538,798 -$8,531,618 AAPL, SLYG, FDN, BRKB, RSPS 13F-HR 14 Feb 2023, 15:55
Q3 2022 172 $142,399,000 +$4,138,554 -$4,454,673 -$316,119 AAPL, FDN, SLYG, PSCH, BRKB 13F-HR 14 Nov 2022, 08:36
Q2 2022 178 $151,663,000 +$5,188,122 -$4,776,367 +$411,755 AAPL, FDN, SLYG, PSCH, BRKB 13F-HR 28 Jul 2022, 17:27
Q1 2022 186 $182,506,000 +$7,917,722 -$1,025,112 +$6,892,610 AAPL, FDN, SLYG, BRKB, PSCH 13F-HR 04 May 2022, 21:39
Q4 2021 177 $187,373,000 +$4,541,357 -$1,431,059 +$3,110,298 FDN, AAPL, SLYG, PSCH, BRKB 13F-HR 09 Feb 2022, 21:07
Q3 2021 174 $174,092,000 $0 $0 $0 FDN, AAPL, SLYG, PSCH, IJT 13F-HR 12 Nov 2021, 15:47
Q3 2020 148 $119,788,000 +$6,784,570 -$1,966,675 +$4,817,895 FDN, SLYG, AAPL, PSCH, RSPS 13F-HR 12 Nov 2020, 17:20
Q2 2020 140 $110,860,000 +$5,466,709 -$1,391,531 +$4,075,178 FDN, SLYG, AAPL, PSCH, IJT 13F-HR 17 Jul 2020, 17:35
Q1 2020 124 $87,100,000 +$5,205,128 -$4,917,334 +$287,794 FDN, SLYG, PSCH, RSPS, IJT 13F-HR 07 May 2020, 16:14
Q4 2019 143 $113,442,000 +$2,472,475 -$2,228,740 +$243,735 FDN, SLYG, IJT, PSCH, RSPS 13F-HR 12 Feb 2020, 12:47
Q3 2019 134 $105,992,000 +$3,368,430 -$1,733,363 +$1,635,067 FDN, SLYG, IJT, RSPS, REZ 13F-HR 05 Nov 2019, 15:11
Q2 2019 133 $104,637,000 $0 $0 $0 FDN, SLYG, IJT, PSCH, RSPS 13F-HR 14 Aug 2019, 09:17
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