Sunburst Financial Group LLC Q2 2026 Portfolio Activity Report
Sunburst Financial Group, Llc's portfolio reached $598 million as of June 30th. This report highlights significant changes observed in their holdings during the quarter.
As of June 30, 2026, Sunburst Financial Group LLC has demonstrated notable activity within its investment portfolio valued at $598 million.
The investor showed a strong inclination towards acquiring ETF shares during this quarter. Significant purchases were observed in SCHWAB STRATEGIC TR (SCHB), which increased by 4.25% in weight, and FIDELITY MERRIMACK STR TR (FBND) with a 3.77% increase.
Furthermore, Sunburst Financial Group added positions to ETF SER SOLUTIONS products like DRSK, whose share count grew by an impressive 8.06%, and ACIO, which saw a modest gain of 4.31%. The American CENTY ETF TR (AVEM) also experienced substantial growth in its holdings.
On the other side of the portfolio landscape, there were instances where Sunburst Financial Group reduced or exited their positions. SCHWAB STRATEGIC TR (SCHD), previously a holding, was completely removed from the portfolio as it showed negative weight change and is no longer listed in top holdings.
Additionally, while not drastically reducing, VANGUARD INDEX FDS (VUG) saw its share count decrease by 50.05%, indicating an exit or reduction of this position during Q2.
In summary, Sunburst Financial Group's portfolio in Q2 reflected strategic buying activity focused on established ETFs like SCHB and FBND, alongside growth in other ETF SER SOLUTIONS holdings such as DRSK and AVEM. Conversely, they exited their position in SCHWAB STRATEGIC TR (SCHD) and significantly reduced the size of their VUG holding.