Sunburst Financial Group, LLC
All 13F Filings
- Location
- Vestavia Hills, AL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 631,423
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 136 | 631,423 | 13F-HR | Sunburst Financial Group, LLC |
| Q2 2026 | 7/8/2026 | 134 | 617,309 | 13F-HR | Sunburst Financial Group, LLC |
| Q1 2026 | 4/13/2026 | 132 | 542,934 | 13F-HR/A - RESTATEMENT | Sunburst Financial Group, LLC |
| Q1 2026 | 4/8/2026 | 132 | 542,934 | 13F-HR | Sunburst Financial Group, LLC |
| Q4 2025 | 1/21/2026 | 127 | 494,254 | 13F-HR | Sunburst Financial Group, LLC |
| Q3 2025 | 10/17/2025 | 119 | 474,884 | 13F-HR | Sunburst Financial Group, LLC |
| Q2 2025 | 8/5/2025 | 116 | 446,466 | 13F-HR | Sunburst Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
19.78 K
(3.1% of total reported value)
· QoQ Δ:
+817
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 72.08 K | 11.8% | 2.245 K | 0 | 2.245 K |
| ETFs | 539.6 K | 88.2% | 11.05 K | 0 | 11.05 K |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
631,423
Holdings
136
QoQ value change ($000)
14,114
(2.3%)
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.