§ 13F · FUND PROFILE
Sun Group Wealth Partners.
AUM · $147M (13F)Positions · 81Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 50K | $14M | 9.8% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 47K | $9M | 6.5% | +5% |
| 3 | COST | COSTCO WHOLESALE CORPORATION | 10K | $9M | 6.3% | −3% |
| 4 | AVGO | BROADCOM INC | 23K | $9M | 5.9% | +1% |
| 5 | AMZN | AMAZON COM INC | 33K | $8M | 5.3% | +2% |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | 63K | $7M | 5.0% | −1% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 14K | $7M | 4.7% | −2% |
| 8 | VGT | VANGUARD WORLD FD | 50K | $6M | 4.1% | +674% |
| 9 | GOOGL | ALPHABET INC | 15K | $5M | 3.6% | +3% |
| 10 | PANW | PALO ALTO NETWORKS INC | 10K | $4M | 2.4% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUN SIGNAL
AC read
Sun Group Wealth Partners is a Other fund managing $147 million in assets. The fund runs a portfolio of 81 positions.
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