Sun Group Wealth Partners
- SEC CIK
- 0002111007
- Latest filing
- Jul 23, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only.
- Positions
- 62
- No filing for Q3 2025
- Portfolio value
- $124.6M
- No filing for Q3 2025
Sun Group Wealth Partners did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 51,492 | $14.0M | 11.2% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 63,104 | $11.2M | 9.0% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 9,929 | $8.56M | 6.9% | – | – | History |
| NVDANVIDIA Corp | Stock | 41,743 | $7.79M | 6.3% | – | – | History |
| AVGOBroadcom Inc. | Stock | 21,350 | $7.39M | 5.9% | – | – | History |
| AMZNAmazon Com Inc | Stock | 31,820 | $7.34M | 5.9% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 13,120 | $6.59M | 5.3% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 6,872 | $5.18M | 4.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 14,533 | $4.55M | 3.7% | – | – | History |
| NFLXNetflix Inc | Stock | 47,772 | $4.48M | 3.6% | – | – | History |
| TSLATesla, Inc. | Stock | 6,405 | $2.88M | 2.3% | – | – | History |
| MSFTMicrosoft Corp | Stock | 5,707 | $2.76M | 2.2% | – | – | History |
| VVisa Inc. | Stock | 7,466 | $2.62M | 2.1% | – | – | History |
| ABTAbbott Laboratories | Stock | 20,275 | $2.54M | 2.0% | – | – | History |
| RBLXRoblox Corp | Stock | 29,358 | $2.38M | 1.9% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,952 | $2.33M | 1.9% | – | – | – |
| WMTWalmart Inc. | Stock | 20,433 | $2.28M | 1.8% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 3,077 | $2.03M | 1.6% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 10,357 | $1.91M | 1.5% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,918 | $1.80M | 1.4% | – | – | History |
| RDDTReddit, Inc. | Stock | 7,800 | $1.79M | 1.4% | – | – | History |
| GOOGAlphabet Inc. | Stock | 5,568 | $1.75M | 1.4% | – | – | History |
| ABBVAbbVie Inc. | Stock | 6,669 | $1.52M | 1.2% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 3,439 | $1.11M | 0.9% | – | – | History |
| FDXFedEx Corp | Stock | 3,508 | $1.01M | 0.8% | – | – | History |
| LLYEli Lilly & Co | Stock | 939 | $1.01M | 0.8% | – | – | History |
| LNGCheniere Energy, Inc. | COM NEW | 4,991 | $970.2K | 0.8% | – | – | History |
| JNJJohnson & Johnson | Stock | 4,233 | $876.0K | 0.7% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 1,504 | $857.3K | 0.7% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 10,498 | $808.7K | 0.6% | – | – | History |
| FCXFreeport-McMoran Inc | Stock | 15,822 | $803.6K | 0.6% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 3,734 | $799.7K | 0.6% | – | – | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,425 | $685.0K | 0.5% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 5,486 | $660.2K | 0.5% | – | – | History |
| DISWalt Disney Co | Stock | 4,352 | $495.2K | 0.4% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,427 | $491.0K | 0.4% | – | – | History |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 13,387 | $485.0K | 0.4% | – | – | – |
| KOCoca Cola Co | Stock | 6,859 | $479.5K | 0.4% | – | – | History |
| VLOValero Energy Corp | Stock | 2,903 | $472.6K | 0.4% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 514 | $451.8K | 0.4% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,453 | $444.1K | 0.4% | – | – | History |
| PGProcter & Gamble Co | Stock | 3,061 | $438.7K | 0.4% | – | – | History |
| AERAerCap Holdings N.V. | SHS | 2,924 | $420.4K | 0.3% | – | – | History |
| INTCIntel Corp | Stock | 10,377 | $382.9K | 0.3% | – | – | History |
| COINCoinbase Global, Inc. | COM CL A | 1,641 | $371.1K | 0.3% | – | – | History |
| AEHRAehr Test Systems | COM | 17,561 | $354.6K | 0.3% | – | – | History |
| MRVLMarvell Technology, Inc. | COM | 3,908 | $332.1K | 0.3% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,738 | $322.4K | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 2,997 | $315.5K | 0.3% | – | – | History |
| TPLTexas Pacific Land Corp | Stock | 1,026 | $294.7K | 0.2% | – | – | History |
| MAMastercard Inc | Stock | 466 | $266.0K | 0.2% | – | – | History |
| BBAIBigBear.ai Holdings, Inc. | COM | 47,421 | $256.1K | 0.2% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 406 | $254.6K | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 514 | $250.8K | 0.2% | – | – | – |
| PFEPfizer Inc | Stock | 9,910 | $246.8K | 0.2% | – | – | History |
| KDPKeurig Dr Pepper Inc. | COM | 8,750 | $245.1K | 0.2% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 417 | $236.2K | 0.2% | – | – | History |
| AXPAmerican Express Co | Stock | 571 | $211.4K | 0.2% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,462 | $209.8K | 0.2% | – | – | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 1,900 | $205.9K | 0.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 936 | $205.7K | 0.2% | – | – | – |
| ACHRArcher Aviation Inc. | Stock | 18,183 | $136.7K | 0.1% | – | – | History |