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Barry Rhea

Sunburst Financial Group, Llc

Assets Managed
$617.309M
Holdings
132
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
13.7%(2Q avg: 11.78%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Sunburst Financial Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 132 positions.

Assets under management

The assets under management (AUM) of Sunburst Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 617.309M in assets, with a quarterly growth rate of 13.7% and a 2-quarter average growth rate of 11.78%. The portfolio is managed by Barry Rhea, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 4.25%
10.64%
$65.641M
2.267M shares@ $28.97 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 3.77%
8.77%
$54.134M
1.19M shares@ $45.49 avg price
ACIO
Aptus Collared Investment Op
Recent Activity
Increased 4.31%
8.34%
$51.46M
1.115M shares@ $46.14 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 4.18%
7.14%
$44.064M
370,318 shares@ $119.0 avg price
IQLT
Ishares Msci International Q
Recent Activity
Increased 6.84%
6.53%
$40.268M
812,667 shares@ $49.55 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 2.95%
5.93%
$36.55M
462,477 shares@ $79.03 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 299.85%
5.85%
$36.081M
290,578 shares@ $124.17 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 17.19%
4.15%
$25.61M
265,413 shares@ $96.49 avg price
DRSK
Aptus Defined Risk Etf
Recent Activity
Increased 8.06%
3.89%
$23.991M
834,456 shares@ $28.75 avg price
IMCB
Ishares Morningstar Mid-cap
Recent Activity
Increased 9.54%
3.79%
$23.337M
241,685 shares@ $96.57 avg price

1-10 of 132