PACIFIC SUN FINANCIAL CORP
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 206,488
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 201 | 206,488 | 13F-HR | PACIFIC SUN FINANCIAL CORP |
| Q4 2025 | 2/5/2026 | 202 | 207,659 | 13F-HR | PACIFIC SUN FINANCIAL CORP |
| Q3 2025 | 11/13/2025 | 196 | 206,954 | 13F-HR | PACIFIC SUN FINANCIAL CORP |
| Q2 2025 | 7/30/2025 | 188 | 191,482 | 13F-HR | PACIFIC SUN FINANCIAL CORP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 73.84 K | 35.8% | 0 | 94.52 K | -94.52 K |
| ETFs | 132.3 K | 64.2% | 93.35 K | 0 | 93.35 K |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
206,488
Holdings
201
QoQ value change ($000)
-1,171
(-0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.