Sun Group Wealth Partners

Sun Group Wealth Partners as of March 31, 2026

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