§ 13F · FUND PROFILE
Sun Group Wealth Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 62Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$124.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 51K | $14.0T | 11.2% | NEW |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | 63K | $11.2T | 9.0% | NEW |
| 3 | COST | COSTCO WHSL CORP NEW | 10K | $8.6T | 6.9% | NEW |
| 4 | NVDA | NVIDIA CORPORATION | 42K | $7.8T | 6.3% | NEW |
| 5 | AVGO | BROADCOM INC | 21K | $7.4T | 5.9% | NEW |
| 6 | AMZN | AMAZON COM INC | 32K | $7.3T | 5.9% | NEW |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 13K | $6.6T | 5.3% | NEW |
| 8 | VGT | VANGUARD WORLD FD | 7K | $5.2T | 4.2% | NEW |
| 9 | GOOGL | ALPHABET INC | 15K | $4.5T | 3.7% | NEW |
| 10 | NFLX | NETFLIX INC | 48K | $4.5T | 3.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUN SIGNAL
AC read
Sun Group Wealth Partners is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed