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Sun Group Wealth Partners 13F holdings

Filed 2026-07-23 · Sun Group Wealth Partners · 81 positions · $146.6M

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC49.7K$14.4M9.8%
NVDANVIDIA CORPORATION47.3K$9.5M6.5%
COSTCOSTCO WHOLESALE CORPORATION9.9K$9.3M6.3%
AVGOBROADCOM INC23.0K$8.7M5.9%
AMZNAMAZON COM INC32.7K$7.8M5.3%
PLTRPALANTIR TECHNOLOGIES INC62.6K$7.3M5.0%
BRK-BBERKSHIRE HATHAWAY INC DEL13.7K$6.8M4.7%
VGTVANGUARD WORLD FD50.0K$6.0M4.1%
GOOGLALPHABET INC14.9K$5.3M3.6%
PANWPALO ALTO NETWORKS INC10.5K$3.6M2.4%
TSMTAIWAN SEMICONDUCTOR MANUFAC7.0K$3.4M2.3%
NFLXNETFLIX INC.45.0K$3.2M2.2%
VVISA INC8.0K$2.8M1.9%
TSLATESLA INC6.4K$2.7M1.8%
VTIVANGUARD INDEX FDS7.2K$2.7M1.8%
AMDADVANCED MICRO DEVICES INC4.2K$2.5M1.7%
GOOGALPHABET INC6.5K$2.3M1.6%
MSFTMICROSOFT CORP6.1K$2.3M1.6%
EXMOCEXXON MOBIL CORP16.4K$2.2M1.5%
METAMETA PLATFORMS INC4.0K$2.2M1.5%
WMTWALMART INC18.1K$2.0M1.4%
ABTABBOTT LABORATORIES19.7K$1.8M1.2%
LLYELI LILLY & CO1.4K$1.7M1.1%
JPMJPMORGAN CHASE & CO5.0K$1.6M1.1%
ABBVABBVIE INC6.5K$1.6M1.1%
SMHVANECK ETF TRUST2.2K$1.5M1.0%
AEHRAEHR TEST SYS15.1K$1.4M1.0%
INTCINTEL CORP10.3K$1.4M1.0%
QQQMINVESCO EXCH TRADED FD TR II4.7K$1.4M1.0%
VOOVANGUARD INDEX FDS2.0K$1.4M1.0%
CSCOCISCO SYS INC11.1K$1.3M0.9%
JNJJOHNSON & JOHNSON5.1K$1.3M0.9%
LNGCHENIERE ENERGY INC5.0K$1.2M0.8%
SCHDSCHWAB STRATEGIC TR35.3K$1.1M0.8%
FDXFEDEX CORP3.4K$1.1M0.7%
FCXFREEPORT MCMORAN INC15.3K$962,9870.7%
VLOVALERO ENERGY CORP3.3K$852,4220.6%
VEAVANGUARD TAX-MANAGED FDS11.0K$780,2610.5%
SNDKSANDISK CORP338$768,5210.5%
QQQINVESCO QQQ TR1.0K$742,6860.5%
NOCNORTHROP GRUMMAN CORP1.4K$704,8270.5%
KOCOCA COLA CO8.7K$703,8000.5%
XLVSELECT SECTOR SPDR TR4.2K$673,9880.5%
WDCWESTERN DIGITAL CORP1.0K$649,5780.4%
GSGOLDMAN SACHS GROUP INC628$635,1400.4%
VWOVANGUARD INTL EQUITY INDEX F10.1K$605,0010.4%
MUMICRON TECHNOLOGY INC494$570,2200.4%
TPLTEXAS PACIFIC LAND CORPORATI1.2K$543,1100.4%
BINCBLACKROCK ETF TRUST II9.2K$481,5280.3%
BOTZGLOBAL X FDS12.3K$465,4770.3%
HDHOME DEPOT INC1.2K$438,3810.3%
CLCOLGATE PALMOLIVE CO4.7K$432,7300.3%
IFRAISHARES TR6.7K$423,5030.3%
MRKMERCK & CO INC3.2K$415,7030.3%
DISDISNEY WALT CO4.3K$409,3510.3%
MCDMCDONALDS CORP1.5K$402,7630.3%
VIGIVANGUARD WHITEHALL FDS4.2K$392,0090.3%
VXUSVANGUARD STAR FDS4.6K$391,5440.3%
XLISELECT SECTOR SPDR TR2.0K$376,7600.3%
VUGVANGUARD INDEX FDS4.2K$365,1990.2%
Top Fund Holdings
13F
Top Fund Holdings

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