Sunburst Financial Group, LLC
Annual return '25
+19.8%
SPY '25
+17.7%
Alpha
+2.1ptsvs SPY
Invested
$524M
Holdings
128
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHB
SCHWAB STRATEGIC TR
Q4 2025: Increased +1.9% (2.09M → 2.13M shares)
10.4%
02
$FBND
FIDELITY MERRIMACK STR TR
Q4 2025: Increased +2.6% (1.08M → 1.11M shares)
10.0%
03
$ACIO
ETF SER SOLUTIONS
Q4 2025: Increased +4.9% (995.8k → 1.04M shares)
8.6%
04
$VCSH
VANGUARD SCOTTSDALE FDS
Q4 2025: Increased +2.6% (430.6k → 441.7k shares)
6.8%
05
$IQLT
ISHARES TR
Q4 2025: Increased +5.9% (689.6k → 730.0k shares)
6.7%
06
$SPYG
SPDR SERIES TRUST
Q4 2025: Increased +2.7% (337.3k → 346.3k shares)
6.6%
07
$DRSK
ETF SER SOLUTIONS
Q4 2025: Increased +10.9% (678.4k → 752.4k shares)
4.0%
08
$IWF
ISHARES TR
Q4 2024: New position (44.3k shares)
3.6%
09
$IMCB
ISHARES TR
Q4 2025: Increased +3.3% (111.4k → 115.2k shares)
3.5%
10
$AVEM
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:31 UTC.