Sun Group Wealth Partners - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Sun Group Wealth Partners held in its portfolio 62 assets valued at $124,553,929 (i.e. $124.55M).
The most valuable assets in the portfolio included: APPLE INC ($14.00M), PALANTIR TECHNOLOGIES INC ($11.22M), and COSTCO WHSL CORP NEW ($8.56M).
The chart below shows the top 10 valuable assets, and the table below shows the top 62 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sun Group Wealth Partners - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 51492 | 13998743 | COM |
| PALANTIR TECHNOLOGIES INC | 63104 | 11216754 | CL A |
| COSTCO WHSL CORP NEW | 9929 | 8562329 | COM |
| NVIDIA CORPORATION | 41743 | 7785188 | COM |
| BROADCOM INC | 21350 | 7389380 | COM |
| AMAZON COM INC | 31820 | 7344700 | COM |
| BERKSHIRE HATHAWAY INC DEL | 13120 | 6594774 | CL B NEW |
| VANGUARD WORLD FD | 6872 | 5179728 | INF TECH ETF |
| ALPHABET INC | 14533 | 4548837 | CAP STK CL A |
| NETFLIX INC | 47772 | 4479101 | COM |
| TESLA INC | 6405 | 2880457 | COM |
| MICROSOFT CORP | 5707 | 2760040 | COM |
| VISA INC | 7466 | 2618316 | COM CL A |
| ABBOTT LABS | 20275 | 2540265 | COM |
| ROBLOX CORP | 29358 | 2378879 | CL A |
| VANGUARD INDEX FDS | 6952 | 2330835 | TOTAL STK MKT |
| WALMART INC | 20433 | 2276478 | COM |
| META PLATFORMS INC | 3077 | 2031101 | CL A |
| PALO ALTO NETWORKS INC | 10357 | 1907758 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 5918 | 1798418 | SPONSORED ADS |
| REDDIT INC | 7800 | 1792986 | CL A |
| ALPHABET INC | 5568 | 1747239 | CAP STK CL C |
| ABBVIE INC | 6669 | 1523797 | COM |
| JPMORGAN CHASE & CO. | 3439 | 1108115 | COM |
| FEDEX CORP | 3508 | 1013325 | COM |
| ELI LILLY & CO | 939 | 1009189 | COM |
| CHENIERE ENERGY INC | 4991 | 970200 | COM NEW |
| JOHNSON & JOHNSON | 4233 | 876017 | COM |
| NORTHROP GRUMMAN CORP | 1504 | 857339 | COM |
| CISCO SYS INC | 10498 | 808661 | COM |
| FREEPORT-MCMORAN INC | 15822 | 803582 | CL B |
| ADVANCED MICRO DEVICES INC | 3734 | 799672 | COM |
| SELECT SECTOR SPDR TR | 4425 | 684989 | STATE STREET HEA |
| EXXON MOBIL CORP | 5486 | 660184 | COM |
| DISNEY WALT CO | 4352 | 495211 | COM |
| HOME DEPOT INC | 1427 | 491031 | COM |
| GLOBAL X FDS | 13387 | 484980 | RBTCS ARTFL INTE |
| COCA COLA CO | 6859 | 479513 | COM |
| VALERO ENERGY CORP | 2903 | 472579 | COM |
| GOLDMAN SACHS GROUP INC | 514 | 451806 | COM |
| MCDONALDS CORP | 1453 | 444081 | COM |
| PROCTER AND GAMBLE CO | 3061 | 438673 | COM |
| AERCAP HOLDINGS NV | 2924 | 420397 | SHS |
| INTEL CORP | 10377 | 382912 | COM |
| COINBASE GLOBAL INC | 1641 | 371096 | COM CL A |
| AEHR TEST SYS | 17561 | 354555 | COM |
| MARVELL TECHNOLOGY INC | 3908 | 332104 | COM |
| MARSH & MCLENNAN COS INC | 1738 | 322436 | COM |
| MERCK & CO INC | 2997 | 315464 | COM |
| TEXAS PACIFIC LAND CORPORATI | 1026 | 294689 | COM |
| MASTERCARD INCORPORATED | 466 | 266030 | CL A |
| BIGBEAR AI HLDGS INC | 47421 | 256073 | COM |
| VANGUARD INDEX FDS | 406 | 254615 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 514 | 250760 | GROWTH ETF |
| PFIZER INC | 9910 | 246758 | COM |
| KEURIG DR PEPPER INC | 8750 | 245087 | COM |
| INTUITIVE SURGICAL INC | 417 | 236173 | COM NEW |
| AMERICAN EXPRESS CO | 571 | 211370 | COM |
| VANGUARD WHITEHALL FDS | 1462 | 209826 | HIGH DIV YLD |
| ISHARES TR | 1900 | 205884 | U.S. UTILITS ETF |
| VANGUARD SPECIALIZED FUNDS | 936 | 205714 | DIV APP ETF |
| ARCHER AVIATION INC | 18183 | 136736 | COM CL A |
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