Sunburst Financial Group, LLC

Institutional manager (13F) · CIK 1800158

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $486M

#	Issuer	Value	Shares
1	SCHWAB STRATEGIC TR	$55M	2,174,288
2	FIDELITY MERRIMACK STR TR	$52M	1,146,791
3	ETF SER SOLUTIONS	$45M	1,069,252
4	VANGUARD SCOTTSDALE FDS	$36M	449,262
5	ISHARES TR	$35M	760,685
6	SPDR SERIES TRUST	$35M	355,479
7	ETF SER SOLUTIONS	$21M	772,229
8	ISHARES TR	$19M	44,372
9	ISHARES TR	$18M	220,648
10	AMERICAN CENTY ETF TR	$18M	226,497
11	ISHARES TR	$16M	302,545
12	SCHWAB STRATEGIC TR	$13M	433,243
13	ETF SER SOLUTIONS	$12M	546,108
14	VANGUARD INDEX FDS	$10M	16,842
15	ISHARES TR	$8M	38,698
16	NVIDIA CORPORATION	$8M	43,516
17	ISHARES TR	$6M	61,260
18	APPLE INC	$6M	23,300
19	ISHARES TR	$6M	9,013
20	ISHARES TR	$6M	59,359
21	ISHARES TR	$5M	18,283
22	VANGUARD WHITEHALL FDS	$4M	25,714
23	ISHARES INC	$4M	53,796
24	MICROSOFT CORP	$3M	8,962
25	SCHWAB STRATEGIC TR	$3M	96,108
26	VANGUARD SPECIALIZED FUNDS	$3M	12,209
27	PROCTER & GAMBLE CO	$3M	17,813
28	J P MORGAN EXCHANGE TRADED F	$2M	47,438
29	J P MORGAN EXCHANGE TRADED F	$2M	46,810
30	AMAZON COM INC	$2M	10,515
31	ALPHABET INC	$2M	7,580
32	VANGUARD WHITEHALL FDS	$2M	23,702
33	WALMART INC	$2M	16,636
34	ISHARES TR	$2M	16,467
35	VANGUARD INDEX FDS	$2M	4,415
36	JPMORGAN CHASE & CO	$2M	6,442
37	VANGUARD TAX-MANAGED FDS	$2M	29,252
38	SCHWAB STRATEGIC TR	$2M	57,649
39	BROADCOM INC	$2M	5,197
40	ISHARES TR	$1M	14,549
41	VANGUARD INDEX FDS	$1M	4,271
42	SCHWAB STRATEGIC TR	$1M	54,599
43	VANGUARD INDEX FDS	$1M	5,012
44	VANGUARD INDEX FDS	$1M	3,908
45	JOHNSON & JOHNSON	$1M	4,612
46	SCHWAB STRATEGIC TR	$1M	33,024
47	SCHWAB STRATEGIC TR	$1M	36,864
48	SPDR SERIES TRUST	$1M	13,439
49	VISA INC	$1M	3,448
50	INTERNATIONAL BUSINESS MACHS	$992k	4,091

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.