PACIFIC SUN FINANCIAL CORP
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 207,659
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 168.4 K | 81.2% | 2.151 K | 0 | 2.151 K |
| ETFs | 38.99 K | 18.8% | 0 | 1.41 K | -1.41 K |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
207,659
Holdings
202
QoQ value change ($000)
705
(0.3%)
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.