Notify me when Sunburst Financial Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 127 | $494,254,428 | +$17,783,862 | -$4,063,740 | +$13,720,122 | SCHB, FBND, ACIO, SPYG, VCSH | 13F-HR | 20 Jan 2026, 21:23 |
| Q3 2025 | 119 | $474,883,935 | +$38,848,299 | -$33,841,043 | +$5,007,256 | SCHB, FBND, ACIO, SPYG, VCSH | 13F-HR | 17 Oct 2025, 11:28 |
| Q2 2025 | 116 | $446,465,929 | +$14,689,713 | -$1,102,044 | +$13,587,669 | SCHB, FBND, ACIO, SCHD, SPYG | 13F-HR | 05 Aug 2025, 14:32 |
| Q1 2025 | 111 | $407,294,902 | +$17,624,320 | -$4,784,691 | +$12,839,629 | FBND, SCHB, SCHD, ACIO, VCSH | 13F-HR | 08 May 2025, 10:20 |
| Q4 2024 | 109 | $404,441,709 | +$86,263,393 | -$23,725,492 | +$62,537,901 | FBND, SCHB, SCHD, ACIO, VCSH | 13F-HR | 29 Jan 2025, 21:55 |
| Q3 2024 | 113 | $394,387,952 | +$15,083,042 | -$8,301,311 | +$6,781,731 | FBND, SCHB, SCHD, VCSH, ACIO | 13F-HR | 25 Oct 2024, 17:03 |
| Q2 2024 | 111 | $368,650,608 | +$24,410,226 | -$12,791,484 | +$11,618,742 | FBND, SCHB, VCSH, SCHD, SPYG | 13F-HR | 12 Jul 2024, 14:12 |
| Q1 2024 | 108 | $353,521,671 | +$28,296,354 | -$13,939,653 | +$14,356,701 | FBND, SCHD, VCSH, SCHB, SPYG | 13F-HR | 15 Apr 2024, 21:13 |
| Q4 2023 | 105 | $323,029,712 | +$23,099,676 | -$7,302,933 | +$15,796,743 | FBND, VCSH, SCHD, SCHB, SPYG | 13F-HR | 08 Jan 2024, 21:46 |
| Q3 2023 | 86 | $283,468,828 | +$19,082,637 | -$13,772,305 | +$5,310,332 | FBND, SCHD, VCSH, SCHB, IWF | 13F-HR | 19 Oct 2023, 11:48 |
| Q2 2023 | 92 | $286,591,298 | +$21,131,040 | -$15,522,565 | +$5,608,475 | SCHD, VCSH, FBND, SCHB, IWF | 13F-HR | 11 Jul 2023, 21:02 |
| Q1 2023 | 89 | $271,197,113 | +$20,450,010 | -$7,942,388 | +$12,507,622 | SCHD, VCSH, JPST, SCHB, JMST | 13F-HR | 08 May 2023, 16:58 |
| Q4 2022 | 88 | $251,170,231 | +$35,377,845 | -$3,639,077 | +$31,738,768 | SCHD, VCSH, JPST, SCHB, JMST | 13F-HR | 20 Jan 2023, 16:01 |
| Q3 2022 | 82 | $206,460,000 | +$11,348,365 | -$2,717,193 | +$8,631,172 | VCSH, SCHD, SCHB, JPST, JMST | 13F-HR | 13 Oct 2022, 20:13 |
| Q2 2022 | 83 | $208,543,000 | +$39,915,632 | -$9,562,185 | +$30,353,447 | VCSH, SCHD, SCHB, JPST, IWF | 13F-HR | 28 Jul 2022, 17:44 |
| Q1 2022 | 75 | $202,658,000 | +$26,385,722 | -$2,453,871 | +$23,931,851 | VCSH, SCHD, SCHB, IWF, VYM | 13F-HR | 05 May 2022, 19:19 |
| Q4 2021 | 72 | $197,069,000 | +$31,565,489 | -$7,926,292 | +$23,639,197 | VCSH, SCHD, SCHB, IWF, VYM | 13F-HR | 02 Feb 2022, 16:10 |
| Q3 2021 | 62 | $161,360,000 | +$7,236,136 | -$1,649,737 | +$5,586,399 | SCHB, VCSH, SCHD, IWF, VOO | 13F-HR | 08 Nov 2021, 21:17 |
| Q2 2021 | 64 | $157,038,000 | +$7,021,246 | -$1,141,418 | +$5,879,828 | SCHB, SCHD, VCSH, IWF, VYM | 13F-HR | 23 Jul 2021, 13:02 |
| Q1 2021 | 61 | $143,553,000 | +$7,111,381 | -$3,045,586 | +$4,065,795 | SCHB, VCSH, SCHD, IWF, VYM | 13F-HR | 29 Apr 2021, 11:06 |
| Q4 2020 | 61 | $132,735,000 | +$7,390,783 | -$5,766,309 | +$1,624,474 | SCHB, IWF, VCSH, SCHD, VYM | 13F-HR | 19 Jan 2021, 21:22 |
| Q3 2020 | 56 | $118,173,000 | +$4,936,934 | -$2,913,957 | +$2,022,977 | IWF, SCHB, VCSH, SCHD, VYM | 13F-HR | 15 Oct 2020, 18:08 |
| Q2 2020 | 56 | $110,393,000 | +$3,135,929 | -$2,480,690 | +$655,239 | IWF, SCHB, VCSH, SCHD, VYM | 13F-HR | 13 Aug 2020, 13:22 |
| Q1 2020 | 52 | $94,223,000 | +$6,304,021 | -$7,886,228 | -$1,582,207 | IWF, VCSH, SCHB, VYM, VCIT | 13F-HR | 04 May 2020, 15:45 |
| Q4 2019 | 64 | $114,503,000 | $0 | $0 | $0 | IWF, SCHB, VCSH, VYM, VCIT | 13F-HR | 30 Jan 2020, 12:40 |