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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 119 | $474,883,935 | +$38,848,291 | -$33,841,036 | +$5,007,255 | SCHB, FBND, ACIO, SPYG, VCSH | 13F-HR | 17 Oct 2025, 11:28 |
| Q2 2025 | 116 | $446,465,929 | +$14,689,712 | -$1,102,043 | +$13,587,669 | SCHB, FBND, ACIO, SCHD, SPYG | 13F-HR | 05 Aug 2025, 14:32 |
| Q1 2025 | 111 | $407,294,902 | +$17,624,322 | -$4,784,691 | +$12,839,631 | FBND, SCHB, SCHD, ACIO, VCSH | 13F-HR | 08 May 2025, 10:20 |
| Q4 2024 | 109 | $404,441,709 | +$86,263,404 | -$23,725,492 | +$62,537,912 | FBND, SCHB, SCHD, ACIO, VCSH | 13F-HR | 29 Jan 2025, 21:55 |
| Q3 2024 | 113 | $394,387,952 | +$15,083,045 | -$8,301,311 | +$6,781,734 | FBND, SCHB, SCHD, VCSH, ACIO | 13F-HR | 25 Oct 2024, 17:03 |
| Q2 2024 | 111 | $368,650,608 | +$24,410,223 | -$12,791,484 | +$11,618,739 | FBND, SCHB, VCSH, SCHD, SPYG | 13F-HR | 12 Jul 2024, 14:12 |
| Q1 2024 | 108 | $353,521,671 | +$28,296,335 | -$13,939,651 | +$14,356,684 | FBND, SCHD, VCSH, SCHB, SPYG | 13F-HR | 15 Apr 2024, 21:13 |
| Q4 2023 | 105 | $323,029,712 | +$23,099,672 | -$7,302,932 | +$15,796,740 | FBND, VCSH, SCHD, SCHB, SPYG | 13F-HR | 08 Jan 2024, 21:46 |
| Q3 2023 | 86 | $283,468,828 | +$19,082,644 | -$5,948,618 | +$13,134,026 | FBND, SCHD, VCSH, SCHB, IWF | 13F-HR | 19 Oct 2023, 11:48 |
| Q2 2023 | 92 | $286,591,298 | +$21,131,040 | -$15,216,493 | +$5,914,547 | SCHD, VCSH, FBND, SCHB, IWF | 13F-HR | 11 Jul 2023, 21:02 |
| Q1 2023 | 89 | $271,197,113 | +$20,450,010 | -$7,716,804 | +$12,733,206 | SCHD, VCSH, JPST, SCHB, JMST | 13F-HR | 08 May 2023, 16:58 |
| Q4 2022 | 88 | $251,170,231 | +$35,377,846 | -$3,055,078 | +$32,322,768 | SCHD, VCSH, JPST, SCHB, JMST | 13F-HR | 20 Jan 2023, 15:01 |
| Q3 2022 | 82 | $206,460,000 | +$11,348,365 | -$2,088,193 | +$9,260,172 | VCSH, SCHD, SCHB, JPST, JMST | 13F-HR | 13 Oct 2022, 20:13 |
| Q2 2022 | 83 | $208,543,000 | +$39,915,646 | -$8,942,187 | +$30,973,459 | VCSH, SCHD, SCHB, JPST, IWF | 13F-HR | 28 Jul 2022, 17:44 |
| Q1 2022 | 75 | $202,658,000 | +$26,385,712 | -$2,240,871 | +$24,144,841 | VCSH, SCHD, SCHB, IWF, VYM | 13F-HR | 05 May 2022, 19:19 |
| Q4 2021 | 72 | $197,069,000 | +$31,565,489 | -$7,716,291 | +$23,849,198 | VCSH, SCHD, SCHB, IWF, VYM | 13F-HR | 02 Feb 2022, 15:10 |
| Q3 2021 | 62 | $161,360,000 | +$7,236,136 | -$1,649,736 | +$5,586,400 | SCHB, VCSH, SCHD, IWF, VOO | 13F-HR | 08 Nov 2021, 21:17 |
| Q2 2021 | 64 | $157,038,000 | +$7,021,248 | -$1,141,418 | +$5,879,830 | 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 | +$7,390,782 | -$5,186,309 | +$2,204,473 | SCHB, IWF, VCSH, SCHD, VYM | 13F-HR | 19 Jan 2021, 20:22 |
| Q3 2020 | 56 | $118,173,000 | +$4,936,936 | -$2,434,957 | +$2,501,979 | IWF, SCHB, VCSH, SCHD, VYM | 13F-HR | 15 Oct 2020, 18:08 |
| Q2 2020 | 56 | $110,393,000 | +$3,135,930 | -$2,480,690 | +$655,240 | IWF, SCHB, VCSH, SCHD, VYM | 13F-HR | 13 Aug 2020, 13:22 |
| Q1 2020 | 51 | $94,223,000 | +$6,304,023 | -$2,379,228 | +$3,924,795 | IWF, VCSH, SCHB, VYM, VCIT | 13F-HR | 04 May 2020, 15:45 |
| Q4 2019 | 64 | $114,503,000 | $0 | IWF, SCHB, VCSH, VYM, VCIT | 13F-HR | 30 Jan 2020, 11:40 |