Sun Group Wealth Partners

Sun Group Wealth Partners as of Sept. 30, 2026

Portfolio Holdings for Sun Group Wealth Partners

Sun Group Wealth Partners holds 87 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.2 $17M 49k 333.02
Palantir Technologies Cl A (PLTR) 7.0 $11M 61k 187.05
NVIDIA Corporation (NVDA) 6.6 $11M 47k 228.38
Costco Wholesale Corporation (COST) 5.5 $8.8M 9.7k 910.30
Amazon (AMZN) 5.0 $8.1M 33k 249.15
Broadcom (AVGO) 5.0 $8.1M 23k 351.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.2 $6.8M 14k 497.95
Vanguard World Inf Tech Etf (VGT) 3.8 $6.2M 49k 125.67
Alphabet Cap Stk Cl A (GOOGL) 3.2 $5.2M 15k 344.08
Palo Alto Networks (PANW) 2.6 $4.3M 11k 397.31
Vanguard Index Fds MRNGSTR TTL STK (VTI) 2.3 $3.7M 9.9k 374.23
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 2.0 $3.2M 7.1k 456.19
Microsoft Corporation (MSFT) 2.0 $3.2M 6.2k 512.91
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.9 $3.1M 10k 304.62
Netflix (NFLX) 1.8 $2.9M 42k 69.58
Meta Platforms Cl A (META) 1.8 $2.9M 4.0k 725.18
Visa Com Cl A (V) 1.8 $2.9M 8.0k 359.32
Advanced Micro Devices (AMD) 1.6 $2.6M 4.2k 611.76
Vaneck Etf Trust Semiconductr Etf (SMH) 1.6 $2.5M 4.2k 609.00
Exxonmobil Holdings Corp Com Shs (XOM) 1.5 $2.5M 15k 162.75
Tesla Motors (TSLA) 1.4 $2.3M 6.5k 354.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $2.2M 3.2k 700.86
Alphabet Cap Stk Cl C (GOOG) 1.4 $2.2M 6.4k 340.74
Wal-Mart Stores (WMT) 1.1 $1.8M 18k 103.92
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $1.8M 56k 32.53
Abbott Laboratories (ABT) 1.1 $1.7M 18k 98.83
JPMorgan Chase & Co. (JPM) 1.1 $1.7M 5.2k 330.83
Abbvie (ABBV) 1.1 $1.7M 6.5k 261.59
Eli Lilly & Co. (LLY) 1.0 $1.6M 1.4k 1157.17
Aehr Test Systems (AEHR) 0.9 $1.4M 14k 99.62
Intel Corporation (INTC) 0.8 $1.3M 11k 120.23
Cheniere Energy Com New (LNG) 0.8 $1.3M 5.0k 269.03
Johnson & Johnson (JNJ) 0.8 $1.3M 5.1k 264.74
Valero Energy Corporation (VLO) 0.8 $1.2M 3.2k 387.61
Cisco Systems (CSCO) 0.7 $1.2M 11k 107.63
Freeport Mcmoran CL B (FCX) 0.7 $1.1M 15k 70.00
FedEx Corporation (FDX) 0.6 $959k 3.4k 285.09
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $763k 11k 70.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $746k 1.0k 739.47
Coca-Cola Company (KO) 0.5 $746k 8.7k 86.08
Select Sector Spdr Tr St Str Care Etf (XLV) 0.4 $717k 4.3k 168.42
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $644k 9.2k 70.15
Micron Technology (MU) 0.4 $641k 602.00 1065.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $589k 9.9k 59.31
Sandisk Corp (SNDK) 0.4 $588k 338.00 1739.89
Northrop Grumman Corporation (NOC) 0.3 $557k 1.2k 483.52
Goldman Sachs (GS) 0.3 $553k 614.00 900.36
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $529k 6.2k 84.96
Eaton Corp SHS (ETN) 0.3 $522k 1.2k 429.71
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.3 $518k 10k 50.79
Merck & Co (MRK) 0.3 $470k 3.2k 145.31
Western Digital (WDC) 0.3 $462k 1.0k 454.46
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.3 $432k 12k 35.23
Ishares Tr Us Infrastruc (IFRA) 0.3 $416k 7.6k 55.03
Texas Pacific Land Corp (TPL) 0.2 $404k 1.2k 325.83
Colgate-Palmolive Company (CL) 0.2 $403k 4.7k 85.32
Walt Disney Company (DIS) 0.2 $401k 3.8k 104.91
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $399k 11k 35.93
Vanguard Index Fds Mrngstr Grwt Etf (VUG) 0.2 $382k 4.2k 90.11
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $377k 17k 21.87
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $368k 3.8k 97.24
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.2 $364k 3.5k 103.09
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $360k 3.8k 94.42
Home Depot (HD) 0.2 $340k 1.2k 284.49
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.2 $340k 2.0k 166.98
Procter & Gamble Company (PG) 0.2 $324k 2.2k 145.28
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.2 $319k 2.1k 150.86
Ishares Tr Core Div Grwth (DGRO) 0.2 $315k 4.2k 75.39
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $313k 1.3k 233.31
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.2 $311k 3.3k 94.28
Marathon Petroleum Corp (MPC) 0.2 $291k 737.00 395.42
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.2 $291k 14k 21.17
Crowdstrike Hldgs Cl A (CRWD) 0.2 $278k 1.0k 264.75
McDonald's Corporation (MCD) 0.2 $274k 1.2k 230.94
Mastercard Incorporated Cl A (MA) 0.2 $257k 466.00 551.47
Caterpillar (CAT) 0.2 $247k 304.00 810.79
Chevron Corporation (CVX) 0.2 $244k 1.2k 204.21
Pepsi (PEP) 0.1 $242k 1.9k 126.72
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $238k 4.4k 54.12
Houlihan Lokey Cl A (HLI) 0.1 $236k 1.9k 126.34
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $234k 2.6k 89.31
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $227k 1.5k 155.20
Marsh & McLennan Companies (MRSH) 0.1 $220k 1.3k 170.73
Vertiv Holdings Com Cl A (VRT) 0.1 $206k 853.00 241.31
Newmark Group Cl A (NMRK) 0.1 $201k 16k 12.26
Quanta Services (PWR) 0.1 $201k 313.00 642.51
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $201k 6.4k 31.27