PACIFIC SUN FINANCIAL CORP

Q2 2025 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    188

  • Value ($000)

    $191,482

  • Date Filed
    07/30/2025
  • Form type
    13F-HR
  • CIK
    0000947517
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
$9.76 M
5 %

47,587

FDN
FDN

FIRST TR EXCHANGE-TRADED FD

DJ INTERNT IDX
$7.88 M
4 %

29,270

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$6.20 M
3 %

12,755

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
$4.94 M
3 %

19,513

SLYG
SLYG

SPDR SERIES TRUST

S&P 600 SMCP GRW
$4.83 M
3 %

54,440

CIBR
CIBR

FIRST TR EXCHANGE TRADED FD

NASDAQ CYB ETF
$4.20 M
2 %

55,623

PPA
PPA

INVESCO EXCHANGE TRADED FD T

AEROSPACE DEFN
$4.10 M
2 %

28,964

XAR
XAR

SPDR SERIES TRUST

AEROSPACE DEF
$3.83 M
2 %

18,151

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$3.28 M
2 %

5,946

IJT
IJT

ISHARES TR

S&P SML 600 GWT
$3.22 M
2 %

24,193

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