MondegarAI
PACIFIC SUN FINANCIAL CORP

Q2 2025 · 13F-HR

PACIFIC SUN FINANCIAL CORPholdings as filed

Filed 2025-07-30 · accession 0001085146-25-004312

$191.5M
Reported value
188
Positions
2025-06-30
Period end
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The Brief · PACIFIC SUN FINANCIAL CORP · Q2 2025

AI · grounded in 13F

PACIFIC SUN FINANCIAL CORP established a new position in AAPL valued at $9.76M. The fund also initiated new stakes in FDN for $7.88M and BRK/B for $6.20M. Additional new positions include XLK at $4.94M and SLYG at $4.83M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$9.8M5.10%47,587CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$7.9M4.12%29,270CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.2M3.24%12,755CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$4.9M2.58%19,513CommonNONE
78464A201SLYGSPDR SERIES TRUST$4.8M2.52%54,440CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$4.2M2.20%55,623CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$4.1M2.14%28,964CommonNONE
78464A631XARSPDR SERIES TRUST$3.8M2.00%18,151CommonNONE
46090E103QQQINVESCO QQQ TR$3.3M1.71%5,946CommonNONE
464287887IJTISHARES TR$3.2M1.68%24,193CommonNONE
88160R101TSLATESLA INC$2.7M1.38%8,343CommonNONE
46137V530PNQIINVESCO EXCHANGE TRADED FD T$2.6M1.33%48,900CommonNONE
78464A821MDYGSPDR SERIES TRUST$2.5M1.32%29,004CommonNONE
594918104MSFTMICROSOFT CORP$2.5M1.29%4,976CommonNONE
30303M102METAMETA PLATFORMS INC$2.4M1.26%3,281CommonNONE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$2.3M1.19%38,095CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$2.2M1.16%49,544CommonNONE
46137Y401CZAINVESCO EXCHANGE TRADED FD T$2.1M1.12%20,032CommonNONE
464288562REZISHARES TR$2.0M1.03%23,864CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$1.9M1.00%15,486CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.9M0.99%14,201CommonNONE
78464A300SLYVSPDR SERIES TRUST$1.9M0.99%23,706CommonNONE
46137V373RSPSINVESCO EXCHANGE TRADED FD T$1.9M0.99%63,010CommonNONE
46138E172PSCCINVESCO EXCH TRADED FD TR II$1.8M0.96%55,366CommonNONE
46138E149PSCHINVESCO EXCH TRADED FD TR II$1.8M0.96%45,842CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$1.8M0.96%32,630CommonNONE
67066G104NVDANVIDIA CORPORATION$1.8M0.95%11,506CommonNONE
023135106AMZNAMAZON COM INC$1.8M0.94%8,213CommonNONE
46137V316RSPMINVESCO EXCHANGE TRADED FD T$1.8M0.93%55,070CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$1.7M0.91%40,164CommonNONE
33737K205NXTGFIRST TR EXCHANGE-TRADED FD$1.7M0.88%17,331CommonNONE
92204A702VGTVANGUARD WORLD FD$1.7M0.88%2,540CommonNONE
922908751VBVANGUARD INDEX FDS$1.6M0.84%6,759CommonNONE
922908512VOEVANGUARD INDEX FDS$1.6M0.81%9,430CommonNONE
464287473IWSISHARES TR$1.5M0.79%11,394CommonNONE
464288760ITAISHARES TR$1.5M0.78%7,871CommonNONE
464288810IHIISHARES TR$1.4M0.73%22,318CommonNONE
46138J775POWAINVESCO EXCH TRD SLF IDX FD$1.4M0.72%15,977CommonNONE
464287523SOXXISHARES TR$1.4M0.71%5,709CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$1.3M0.68%31,607CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$1.3M0.68%21,200CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$1.3M0.68%8,100CommonNONE
94106B101WCNWASTE CONNECTIONS INC$1.3M0.66%6,766CommonNONE
316092873FCOMFIDELITY COVINGTON TRUST$1.3M0.66%19,406CommonNONE
337345102QTECFIRST TR EXCHANGE-TRADED FD$1.2M0.65%5,817CommonNONE
78464A763SDYSPDR SERIES TRUST$1.2M0.64%8,988CommonNONE
922908611VBRVANGUARD INDEX FDS$1.2M0.63%6,156CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$1.2M0.61%8,049CommonNONE
33735B108FNXFIRST TR EXCHANGE-TRADED ALP$1.2M0.61%10,104CommonNONE
253868103DLRDIGITAL RLTY TR INC$1.2M0.60%6,599CommonNONE
97717W505DONWISDOMTREE TR$1.1M0.60%22,925CommonNONE
78464A581XHESPDR SERIES TRUST$1.1M0.59%13,926CommonNONE
464287309IVWISHARES TR$1.1M0.57%9,834CommonNONE
532457108LLYELI LILLY & CO$1.1M0.56%1,367CommonNONE
00214Q401ARKWARK ETF TR$1.0M0.54%6,952CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$1.0M0.54%10,430CommonNONE
46138E115PSCTINVESCO EXCH TRADED FD TR II$1.0M0.53%22,119CommonNONE
921932778VIOVVANGUARD ADMIRAL FDS INC$999,8000.52%11,684CommonNONE
464288307IMCGISHARES TR$978,6460.51%12,198CommonNONE
33939L845QDEFFLEXSHARES TR$978,4440.51%13,213CommonNONE
464287515IGVISHARES TR$954,8400.50%8,720CommonNONE
95040Q104WELLWELLTOWER INC$943,5950.49%6,138CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$941,8070.49%33,576CommonNONE
46137V340RSPFINVESCO EXCHANGE TRADED FD T$924,0200.48%12,140CommonNONE
464287804IJRISHARES TR$910,9480.48%8,335CommonNONE
46137V274RSPUINVESCO EXCHANGE TRADED FD T$890,1380.46%12,516CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$880,0320.46%21,580CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$878,1570.46%6,515CommonNONE
46137V696GGMEINVESCO EXCHANGE TRADED FD T$876,2810.46%14,281CommonNONE
315912808ONEQFIDELITY COMWLTH TR$841,8510.44%10,510CommonNONE
922908736VUGVANGUARD INDEX FDS$837,7820.44%1,911CommonNONE
33734X119FXGFIRST TR EXCHANGE TRADED FD$817,4510.43%12,918CommonNONE
464287507IJHISHARES TR$809,4230.42%13,051CommonNONE
78468R754ONEVSPDR SERIES TRUST$782,7320.41%6,063CommonNONE
78468R887SMLVSPDR SERIES TRUST$774,9460.40%6,194CommonNONE
64110L106NFLXNETFLIX INC$756,6080.40%565CommonNONE
78464A839MDYVSPDR SERIES TRUST$730,2790.38%9,194CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$713,6720.37%7,050CommonNONE
464287127ILCBISHARES TR$679,3780.35%7,920CommonNONE
97717W570EZMWISDOMTREE TR$676,6920.35%10,955CommonNONE
92189F726BBHVANECK ETF TRUST$673,3590.35%4,393CommonNONE
92647N873CSBVICTORY PORTFOLIOS II$667,4130.35%12,045CommonNONE
33939L860QDFFLEXSHARES TR$661,5510.35%9,040CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$659,9490.34%1,165CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$650,0320.34%3,176CommonNONE
02079K107GOOGALPHABET INC$649,7800.34%3,663CommonNONE
92189F304EVXVANECK ETF TRUST$640,5920.33%16,730CommonNONE
464288703ISCVISHARES TR$626,1170.33%10,199CommonNONE
464288406IMCVISHARES TR$617,7170.32%8,130CommonNONE
742718109PGPROCTER AND GAMBLE CO$615,4530.32%3,863CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$613,5690.32%8,287CommonNONE
254687106DISDISNEY WALT CO$611,7710.32%4,933CommonNONE
464287606IJKISHARES TR$606,1090.32%6,662CommonNONE
808524607SCHASCHWAB STRATEGIC TR$598,9270.31%23,673CommonNONE
922908629VOVANGUARD INDEX FDS$592,1200.31%2,116CommonNONE
060505104BACBANK AMERICA CORP$591,7370.31%12,505CommonNONE
33734X150FXRFIRST TR EXCHANGE TRADED FD$590,7910.31%7,960CommonNONE
33718M105FDMFIRST TR EXCHANGE-TRADED FD$587,7540.31%8,205CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$581,1300.30%587CommonNONE
922908595VBKVANGUARD INDEX FDS$571,6040.30%2,064CommonNONE
46137V217RFGINVESCO EXCHANGE TRADED FD T$570,6470.30%11,705CommonNONE
46137V175RZGINVESCO EXCHANGE TRADED FD T$565,3280.30%11,180CommonNONE
921910873MGCVANGUARD WORLD FD$564,7740.29%2,511CommonNONE
92204A504VHTVANGUARD WORLD FD$560,7520.29%2,258CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$547,6760.29%886CommonNONE
316092303FSTAFIDELITY COVINGTON TRUST$546,6910.29%10,688CommonNONE
464287788IYFISHARES TR$540,4620.28%4,467CommonNONE
464287556IBBISHARES TR$539,8180.28%4,267CommonNONE
78468R853SPSMSPDR SERIES TRUST$538,2080.28%12,634CommonNONE
921932794VIOGVANGUARD ADMIRAL FDS INC$515,1640.27%4,502CommonNONE
902653104UDRUDR INC$510,6200.27%12,506CommonNONE
46137V639IGPTINVESCO EXCHANGE TRADED FD T$506,6850.26%10,310CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$506,0090.26%7,238CommonNONE
166764100CVXCHEVRON CORP NEW$504,8880.26%3,526CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$502,4140.26%5,924CommonNONE
718172109PMPHILIP MORRIS INTL INC$491,7510.26%2,700CommonNONE
46429B663HDVISHARES TR$489,6530.26%4,179CommonNONE
N3167Y103RACEFERRARI N V$482,3970.25%983CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$479,4300.25%2,206CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$471,3560.25%2,390CommonNONE
46138G615SOXQINVESCO EXCH TRADED FD TR II$465,9400.24%10,672CommonNONE
46137V886PSLINVESCO EXCHANGE TRADED FD T$453,8990.24%4,101CommonNONE
922908538VOTVANGUARD INDEX FDS$452,1800.24%1,590CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$451,4080.24%5,575CommonNONE
464287812IYKISHARES TR$437,0460.23%6,201CommonNONE
464287614IWFISHARES TR$433,0720.23%1,020CommonNONE
67092P607NUSCNUSHARES ETF TR$431,2740.23%10,586CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$420,3610.22%17,640CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$415,7390.22%6,501CommonNONE
92826C839VVISA INC$398,0110.21%1,121CommonNONE
64828T201RITMRITHM CAPITAL CORP$397,5430.21%35,212CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$395,0210.21%3,810CommonNONE
855244109SBUXSTARBUCKS CORP$392,0850.20%4,279CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$384,5960.20%6,130CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$382,5630.20%2,105CommonNONE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$380,8220.20%7,012CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$372,3490.19%845CommonNONE
46137V787PBEINVESCO EXCHANGE TRADED FD T$360,1140.19%5,618CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$356,3120.19%6,839CommonNONE
46137V704PYZINVESCO EXCHANGE TRADED FD T$354,4960.19%3,820CommonNONE
921935508VFMOVANGUARD WELLINGTON FD$350,3930.18%2,031CommonNONE
464287879IJSISHARES TR$349,2100.18%3,510CommonNONE
053484101AVBAVALONBAY CMNTYS INC$347,9850.18%1,710CommonNONE
437076102HDHOME DEPOT INC$344,2750.18%939CommonNONE
931142103WMTWALMART INC$335,2880.18%3,429CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$330,3120.17%4,536CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$329,7650.17%3,162CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$327,7500.17%1,117CommonNONE
580135101MCDMCDONALDS CORP$326,0620.17%1,116CommonNONE
464287481IWPISHARES TR$322,8470.17%2,328CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$322,7290.17%2,972CommonNONE
78464A540XTLSPDR SERIES TRUST$321,4360.17%2,740CommonNONE
464287168DVYISHARES TR$317,6820.17%2,392CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$309,4010.16%3,801CommonNONE
68389X105ORCLORACLE CORP$306,7380.16%1,403CommonNONE
97717W604DESWISDOMTREE TR$302,0380.16%9,510CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$300,9380.16%6,575CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$293,5910.15%2,069CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$292,6260.15%2,710CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$279,1850.15%664CommonNONE
00214Q104ARKKARK ETF TR$264,6420.14%3,765CommonNONE
92189F676SMHVANECK ETF TRUST$262,9840.14%943CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$259,6780.14%5,460CommonNONE
46429B697USMVISHARES TR$258,2360.13%2,751CommonNONE
33733C108FABFIRST TR EXCHANGE-TRADED ALP$252,7500.13%3,110CommonNONE
056525108BMIBADGER METER INC$249,8490.13%1,020CommonNONE
74347R248CSMPROSHARES TR$249,4600.13%3,540CommonNONE
922908637VVVANGUARD INDEX FDS$245,3580.13%860CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$245,1560.13%490CommonNONE
907818108UNPUNION PAC CORP$243,8850.13%1,060CommonNONE
33734X184FXUFIRST TR EXCHANGE TRADED FD$237,3280.12%5,600CommonNONE
464287499IWRISHARES TR$235,9030.12%2,565CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$234,4450.12%3,290CommonNONE
464289438IWYISHARES TR$232,2120.12%942CommonNONE
46090A101PSRINVESCO ACTIVELY MANAGED EXC$227,3810.12%2,490CommonNONE
291011104EMREMERSON ELEC CO$226,6610.12%1,700CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$216,1140.11%545CommonNONE
00287Y109ABBVABBVIE INC$210,8640.11%1,136CommonNONE
37954Y632AIQGLOBAL X FDS$210,7610.11%4,824CommonNONE
46138E263CGWINVESCO EXCH TRADED FD TR II$206,5630.11%3,305CommonNONE
92204A876VPUVANGUARD WORLD FD$206,5170.11%1,170CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$205,8650.11%2,521CommonNONE
79466L302CRMSALESFORCE INC$201,7910.11%740CommonNONE
46435U861DIVBISHARES TR$201,7830.11%4,010CommonNONE
78468R804LGLVSPDR SERIES TRUST$200,8680.10%1,150CommonNONE
229663109CUBECUBESMART$200,2600.10%4,712CommonNONE
89854H102TTECTTEC HLDGS INC$69,7450.04%14,500CommonNONE
60785L207MODULAR MED INC$19,7430.01%26,500CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.