Sun Group Wealth Partners
Latest statistics and disclosures from Sun Group Wealth Partners's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002111007
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Positions held by Sun Group Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Sun Group Wealth Partners
Sun Group Wealth Partners holds 73 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.0 | $13M | 50k | 253.79 |
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| Costco Wholesale Corporation (COST) | 8.0 | $10M | 10k | 996.46 |
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| Palantir Technologies Cl A (PLTR) | 7.3 | $9.3M | 64k | 146.28 |
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| NVIDIA Corporation (NVDA) | 6.2 | $7.8M | 45k | 174.40 |
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| Broadcom (AVGO) | 5.5 | $7.0M | 23k | 309.51 |
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| Amazon (AMZN) | 5.3 | $6.7M | 32k | 208.27 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.3 | $6.7M | 14k | 479.20 |
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| Netflix (NFLX) | 3.6 | $4.6M | 48k | 96.15 |
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| Vanguard World Inf Tech Etf (VGT) | 3.5 | $4.5M | 6.5k | 697.70 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $4.2M | 15k | 287.56 |
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| Exxon Mobil Corporation (XOM) | 2.2 | $2.8M | 17k | 169.66 |
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| Tesla Motors (TSLA) | 2.0 | $2.5M | 6.8k | 371.75 |
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| Wal-Mart Stores (WMT) | 1.9 | $2.4M | 20k | 124.28 |
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| Visa Com Cl A (V) | 1.9 | $2.4M | 7.8k | 302.23 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $2.3M | 7.1k | 320.82 |
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| Meta Platforms Cl A (META) | 1.8 | $2.3M | 4.0k | 572.13 |
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| Abbott Laboratories (ABT) | 1.7 | $2.2M | 21k | 102.67 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.7 | $2.2M | 6.4k | 337.95 |
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| Microsoft Corporation (MSFT) | 1.7 | $2.1M | 5.7k | 370.18 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $1.9M | 6.6k | 286.86 |
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| Palo Alto Networks (PANW) | 1.3 | $1.7M | 11k | 160.32 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $1.5M | 5.1k | 294.16 |
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| Abbvie (ABBV) | 1.1 | $1.5M | 6.7k | 217.49 |
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| Cheniere Energy Com New (LNG) | 1.1 | $1.4M | 5.0k | 283.76 |
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| Eli Lilly & Co. (LLY) | 1.0 | $1.3M | 1.4k | 919.82 |
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| FedEx Corporation (FDX) | 1.0 | $1.2M | 3.5k | 356.18 |
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| Northrop Grumman Corporation (NOC) | 1.0 | $1.2M | 1.8k | 682.12 |
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| Johnson & Johnson (JNJ) | 1.0 | $1.2M | 5.0k | 244.44 |
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| Freeport Mcmoran CL B (FCX) | 0.7 | $930k | 16k | 58.78 |
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| Valero Energy Corporation (VLO) | 0.7 | $872k | 3.5k | 247.08 |
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| Cisco Systems (CSCO) | 0.7 | $858k | 11k | 77.59 |
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| Advanced Micro Devices (AMD) | 0.6 | $799k | 3.9k | 203.43 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $764k | 1.3k | 604.39 |
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| Aehr Test Systems (AEHR) | 0.5 | $665k | 18k | 37.08 |
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| Coca-Cola Company (KO) | 0.5 | $661k | 8.7k | 76.05 |
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| Texas Pacific Land Corp (TPL) | 0.5 | $640k | 1.3k | 474.56 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.5 | $623k | 4.2k | 146.61 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $615k | 20k | 30.68 |
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| Goldman Sachs (GS) | 0.5 | $575k | 680.00 | 845.99 |
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| McDonald's Corporation (MCD) | 0.4 | $548k | 1.8k | 310.79 |
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| Procter & Gamble Company (PG) | 0.4 | $527k | 3.7k | 144.44 |
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| Home Depot (HD) | 0.4 | $497k | 1.5k | 328.89 |
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| Intel Corporation (INTC) | 0.4 | $458k | 10k | 44.13 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $457k | 8.5k | 54.05 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.3 | $443k | 5.0k | 88.46 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.3 | $419k | 13k | 33.22 |
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| Walt Disney Company (DIS) | 0.3 | $405k | 4.2k | 96.38 |
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| Colgate-Palmolive Company (CL) | 0.3 | $402k | 4.7k | 85.23 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.3 | $397k | 6.9k | 57.20 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.3 | $396k | 2.5k | 161.73 |
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| Merck & Co (MRK) | 0.3 | $389k | 3.2k | 120.29 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $379k | 5.9k | 64.08 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $367k | 1.3k | 272.33 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.3 | $364k | 6.8k | 53.35 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.3 | $361k | 3.9k | 93.54 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $354k | 4.0k | 87.84 |
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| Pfizer (PFE) | 0.3 | $329k | 12k | 28.08 |
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| Chevron Corporation (CVX) | 0.2 | $314k | 1.5k | 206.90 |
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| Pepsi (PEP) | 0.2 | $297k | 1.9k | 155.29 |
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| Marsh & McLennan Companies (MRSH) | 0.2 | $278k | 1.6k | 173.45 |
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| Western Digital (WDC) | 0.2 | $275k | 1.0k | 270.49 |
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| Houlihan Lokey Cl A (HLI) | 0.2 | $268k | 1.9k | 143.62 |
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| American Express Company (AXP) | 0.2 | $248k | 821.00 | 302.61 |
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| Newmark Group Cl A (NMRK) | 0.2 | $246k | 16k | 14.99 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $233k | 466.00 | 499.66 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $229k | 384.00 | 597.46 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.2 | $227k | 6.4k | 35.44 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.2 | $226k | 1.9k | 116.11 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $225k | 514.00 | 436.79 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $217k | 1.5k | 148.10 |
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| Sandisk Corp (SNDK) | 0.2 | $215k | 338.00 | 635.34 |
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| Caterpillar (CAT) | 0.2 | $210k | 297.00 | 708.46 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $201k | 936.00 | 215.06 |
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Past Filings by Sun Group Wealth Partners
SEC 13F filings are viewable for Sun Group Wealth Partners going back to 2026
- Sun Group Wealth Partners 2026 Q1 filed May 6, 2026