Sun Group Wealth Partners — 13F holdings

Sun Group Wealth Partners reported 81 holdings worth $147M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

1. AAPL APPLE INC — $14.4M (9.8%)
2. NVDA NVIDIA CORPORATION — $9.46M (6.5%)
3. COST COSTCO WHSL CORP NEW — $9.30M (6.3%)
4. AVGO BROADCOM INC — $8.68M (5.9%)
5. AMZN AMAZON COM INC — $7.80M (5.3%)
6. PLTR PALANTIR TECHNOLOGIES INC — $7.31M (5.0%)
7. BRK.B BERKSHIRE HATHAWAY INC DEL — $6.83M (4.7%)
8. VGT VANGUARD WORLD FD — $5.97M (4.1%)
9. GOOGL ALPHABET INC — $5.32M (3.6%)
10. PANW PALO ALTO NETWORKS INC — $3.57M (2.4%)