Sun Group Wealth Partners
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Sun Group Wealth Partners reported 62 stock positions worth $124.6 million. Its top holding was Apple (AAPL) at 11.2% of the portfolio, followed by Palantir Technologies Class A (PLTR, 9.0%) and Costco Wholesale (COST, 6.9%).
- Most Recent 13F
- Q2 2026
- Location
- IRVINE, CA
- CIK
- 0002111007
- Portfolio Value
- $124.6M (Q4 2025)
- SEC Filing
- 0001172661-26-000847 ↗ filed Feb 17, 2026
Holdings Value
Holdings 62 stocks · $124.6M
| AAPL Apple Inc. | 11.24% | 51,492 | $14.0M | — |
| PLTR Palantir Technologies Inc. Class A | 9.01% | 63,104 | $11.2M | — |
| COST Costco Wholesale Corp. | 6.87% | 9,929 | $8.6M | — |
| NVDA Nvidia Corp. | 6.25% | 41,743 | $7.8M | — |
| AVGO Broadcom Inc. | 5.93% | 21,350 | $7.4M | — |
| AMZN Amazon.com Inc. | 5.90% | 31,820 | $7.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 5.29% | 13,120 | $6.6M | — |
| VGT Vanguard Info Tech ETF | 4.16% | 6,872 | $5.2M | — |
| GOOGL Alphabet Inc. Class A | 3.65% | 14,533 | $4.5M | — |
| NFLX Netflix Inc. | 3.60% | 47,772 | $4.5M | — |
| TSLA Tesla Inc. | 2.31% | 6,405 | $2.9M | — |
| MSFT Microsoft Corp. | 2.22% | 5,707 | $2.8M | — |
| V Visa Inc. Class A | 2.10% | 7,466 | $2.6M | — |
| ABT Abbott Laboratories | 2.04% | 20,275 | $2.5M | — |
| RBLX Roblox Corp. Class A | 1.91% | 29,358 | $2.4M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.87% | 6,952 | $2.3M | — |
| WMT Walmart Inc. | 1.83% | 20,433 | $2.3M | — |
| META Meta Platforms Inc. Class A | 1.63% | 3,077 | $2.0M | — |
| PANW Palo Alto Networks Inc. | 1.53% | 10,357 | $1.9M | — |
| TSM Taiwan Semiconductor-SP ADR | 1.44% | 5,918 | $1.8M | — |
| RDDT Reddit Inc. Class A | 1.44% | 7,800 | $1.8M | — |
| GOOG Alphabet Inc. Class C | 1.40% | 5,568 | $1.7M | — |
| ABBV Abbvie Inc. | 1.22% | 6,669 | $1.5M | — |
| JPM JPMorgan Chase & Co. | 0.89% | 3,439 | $1.1M | — |
| FDX FedEx Corp. | 0.81% | 3,508 | $1.0M | — |
| LLY Eli Lilly & Co. | 0.81% | 939 | $1.0M | — |
| LNG Cheniere Energy Inc. | 0.78% | 4,991 | $970K | — |
| JNJ Johnson & Johnson | 0.70% | 4,233 | $876K | — |
| NOC Northrop Grumman Corp. | 0.69% | 1,504 | $857K | — |
| CSCO Cisco Systems Inc. | 0.65% | 10,498 | $809K | — |
| FCX Freeport-McMoran Inc. | 0.65% | 15,822 | $804K | — |
| AMD Advanced Micro Devices | 0.64% | 3,734 | $800K | — |
| XLV SS Health Care Select Sector | 0.55% | 4,425 | $685K | — |
| XOM Exxon Mobil Corp. | 0.53% | 5,486 | $660K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.40% | 4,352 | $495K | — |
| HD Home Depot Inc. | 0.39% | 1,427 | $491K | — |
| BOTZ Global X Robotics & Artifici | 0.39% | 13,387 | $485K | — |
| KO The Coca-Cola Co. | 0.39% | 6,859 | $480K | — |
| VLO Valero Energy Corp. | 0.38% | 2,903 | $473K | — |
| GS Goldman Sachs Group Inc. | 0.36% | 514 | $452K | — |
| MCD McDonald's Corp. | 0.36% | 1,453 | $444K | — |
| PG The Procter & Gamble Co. | 0.35% | 3,061 | $439K | — |
| AER Aercap Holdings NV | 0.34% | 2,924 | $420K | — |
| INTC Intel Corp. | 0.31% | 10,377 | $383K | — |
| COIN Coinbase Global Inc. Class A | 0.30% | 1,641 | $371K | — |
| AEHR Aehr Test Systems | 0.28% | 17,561 | $355K | — |
| MRVL Marvell Technology Inc. | 0.27% | 3,908 | $332K | — |
| MRSH Marsh & McLennan Cos | 0.26% | 1,738 | $322K | — |
| MRK Merck & Co. Inc. | 0.25% | 2,997 | $315K | — |
| TPL Texas Pacific Land Corp. | 0.24% | 1,026 | $295K | — |
| MA Mastercard Inc. Class A | 0.21% | 466 | $266K | — |
| BBAI Bigbear.ai Holdings Inc. | 0.21% | 47,421 | $256K | — |
| VOO Vanguard S&P 500 ETF | 0.20% | 406 | $255K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 514 | $251K | — |
| PFE Pfizer Inc. | 0.20% | 9,910 | $247K | — |
| KDP Keurig Dr Pepper Inc. | 0.20% | 8,750 | $245K | — |
| ISRG Intuitive Surgical Inc. | 0.19% | 417 | $236K | — |
| AXP American Express Co. | 0.17% | 571 | $211K | — |
| VYM Vanguard High DVD Yield ETF | 0.17% | 1,462 | $210K | — |
| IDU iShares US Utilities ETF | 0.17% | 1,900 | $206K | — |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 936 | $206K | — |
| ACHR Archer Aviation Inc. Class A | 0.11% | 18,183 | $137K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.