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Pacific Sun Financial Corp.
Pacific Sun Financial Corp is an independent, fee-based financial services and investment advisory firm headquartered in Los Angeles, California. Founded in 1985, it offers comprehensive personal money management, financial and retirement planning, tax reduction, and wealth preservation services to individuals and businesses, particularly high net worth clients. The firm has a long-standing commitment to 'Service, Trust, and Performance' and is led by President and CFP Mitch Fisher. Pacific Sun Financial Corp serves a diverse client base, including professionals from various industries, and is staffed by experienced professionals with strong educational backgrounds.
Investment Strategy
Pacific Sun Financial Corp focuses on long-term, customized, and diversified investment strategies designed to build smart portfolios and manage risk and volatility. Its philosophy emphasizes time-tested methods, steady growth, and the ability to withstand market fluctuations. The firm aims to provide high-quality planning and investment management services tailored to client needs, with an emphasis on service, trust, and performance. Their approach includes personal financial planning, retirement plans, tax strategies, and wealth preservation solutions.
Latest 13F Filing Activity
Pacific Sun Financial Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 188 equity positions with a total 13F market value of $191M. The fund increased holdings in First TR Exchange-traded FD, Select Sector SPDR TR, SPDR Series Trust among other positions. Pacific Sun Financial Corp. reduced exposure to Apple Inc., Invesco Exch Traded FD TR II, Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (188)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.10% | $9.8M | 47,587 | $192.04 | $205.17 | -$462.9K |
F FDN | FIRST TR EXCHANGE-TRADED FD | 4.12% | $7.9M | 29,270 | $162.99 | $269.33 | +$1.4M |
| BERKSHIRE HATHAWAY INC DEL | 3.24% | $6.2M | 12,755 | $349.51 | $485.77 | -$267.9K | |
X XLK | SELECT SECTOR SPDR TR | 2.58% | $4.9M | 19,513 | $177.95 | $253.23 | +$978.5K |
S SLYG | SPDR SERIES TRUST | 2.52% | $4.8M | 54,440 | $77.01 | $88.75 | +$200.7K |
Industry Allocation
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