Sun Group Wealth Partners
Sun Group Wealth Partners reported 81 holdings worth US$147M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Sun Group Wealth Partners reported 81 holdings worth US$147M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Costco Wholesale Corporation. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 81
- Value as reported
- US$147M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 49,745 | US$14.4M | 9.8% |
| Nvidia Corporation | 47,298 | US$9.46M | 6.5% |
| Costco Wholesale Corporation | 9,938 | US$9.3M | 6.3% |
| Broadcom Inc. | 22,974 | US$8.68M | 5.9% |
| Amazon.com, Inc. | 32,712 | US$7.8M | 5.3% |
| Alphabet Inc (google) Class C | 21,267 | US$7.6M | 5.2% |
| Palantir Technologies Inc. | 62,634 | US$7.31M | 5.0% |
| Berkshire Hathaway Inc. | 13,653 | US$6.83M | 4.7% |
| Palo Alto Networks, Inc. | 10,482 | US$3.57M | 2.4% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 7,033 | US$3.36M | 2.3% |
| Netflix, Inc. | 45,042 | US$3.22M | 2.2% |
| Visa Inc. | 8,043 | US$2.76M | 1.9% |
| Tesla, Inc. | 6,440 | US$2.71M | 1.8% |
| Advanced Micro Devices Inc | 4,242 | US$2.46M | 1.7% |
| Microsoft Corp. | 6,098 | US$2.27M | 1.6% |
| Exxon Mobil Corporation | 16,369 | US$2.24M | 1.5% |
| Meta Platforms, Inc. | 3,955 | US$2.23M | 1.5% |
| Walmart Inc. | 18,052 | US$2.04M | 1.4% |
| Abbott Laboratories | 19,692 | US$1.79M | 1.2% |
| Eli Lilly And Company | 1,380 | US$1.66M | 1.1% |
| Jp Morgan Chase & Co. | 4,998 | US$1.64M | 1.1% |
| Abbvie Inc. | 6,462 | US$1.63M | 1.1% |
| Aehr Test Systems | 15,067 | US$1.45M | 0.99% |
| Intel Corporation | 10,349 | US$1.45M | 0.99% |
| Cisco Systems, Inc. | 11,058 | US$1.3M | 0.89% |
| Johnson & Johnson | 5,057 | US$1.28M | 0.88% |
| Cheniere Energy, Inc. | 4,991 | US$1.19M | 0.81% |
| Fedex Corporation | 3,442 | US$1.08M | 0.74% |
| Freeport-mcmoran, Inc. | 15,312 | US$963K | 0.66% |
| Valero Energy Corporation | 3,273 | US$852K | 0.58% |
| Sandisk Corporation | 338 | US$769K | 0.52% |
| Northrop Grumman Corporation | 1,383 | US$705K | 0.48% |
| Coca-cola Company (the) | 8,660 | US$704K | 0.48% |
| Western Digital Corporation | 1,017 | US$650K | 0.44% |
| Goldman Sachs Group, Inc. (the) | 628 | US$635K | 0.43% |
| Micron Technology, Inc. | 494 | US$570K | 0.39% |
| Texas Pacific Land Corporation | 1,241 | US$543K | 0.37% |
| Home Depot, Inc. (the) | 1,243 | US$438K | 0.30% |
| Colgate-palmolive Company | 4,720 | US$433K | 0.30% |
| Merck & Company, Inc. | 3,235 | US$416K | 0.28% |
| Walt Disney Company (the) | 4,252 | US$409K | 0.28% |
| Mcdonald's Corporation | 1,490 | US$403K | 0.27% |
| Procter & Gamble Company (the) | 2,465 | US$361K | 0.25% |
| Space Exploration Technologies Corp | 2,097 | US$358K | 0.24% |
| Caterpillar, Inc. | 297 | US$316K | 0.22% |
| Pepsico, Inc. | 1,910 | US$259K | 0.18% |
| Chevron Corporation | 1,516 | US$251K | 0.17% |
| Houlihan Lokey, Inc. | 1,869 | US$251K | 0.17% |
| Newmark Group, Inc. | 16,414 | US$248K | 0.17% |
| Pfizer, Inc. | 10,180 | US$245K | 0.17% |
| Mastercard Incorporated | 466 | US$239K | 0.16% |
| Ies Holdings, Inc. | 290 | US$213K | 0.15% |
| Marsh | 1,246 | US$208K | 0.14% |
| American Express Company | 0 | US$0 | 0.00% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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