Sun Financial Inc
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Midvale, UT
CIK
0002067342
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
159
199,644
FTHI, SCHV, BUFR, JPST
13F-HR
5/15/2026
000206734226000003
Q4 2025
157
179,421
FTHI, BUFR, SCHV, IEF
13F-HR
2/2/2026
000206734226000001