Holdings
Sun Group Wealth Partners
As of Jun 30, 2026, Sun Group Wealth Partners reported 53 positions worth US$124M. Largest: Apple Inc, Nvidia Corporation and Costco Wholesale Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 49,745 | US$14.4M | −203 | Jun 30, 2026 |
| Nvidia Corporation | 47,298 | US$9.46M | +2,387 | Jun 30, 2026 |
| Costco Wholesale Corporation | 9,938 | US$9.3M | −315 | Jun 30, 2026 |
| Broadcom Inc. | 22,974 | US$8.68M | +222 | Jun 30, 2026 |
| Amazon.com, Inc. | 32,712 | US$7.8M | +532 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 21,267 | US$7.6M | +214 | Jun 30, 2026 |
| Palantir Technologies Inc. | 62,634 | US$7.31M | −822 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 13,653 | US$6.83M | −289 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 10,482 | US$3.57M | −62 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 7,033 | US$3.36M | +658 | Jun 30, 2026 |