Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sun Group Wealth Partners (CIK 2111007) reported $146.6M across 81 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($14.4M, 9.82%), NVDA ($9.5M, 6.46%), COST ($9.3M, 6.34%), AVGO ($8.7M, 5.92%), AMZN ($7.8M, 5.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $14.4M | 9.82% | 49,745 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $9.5M | 6.46% | 47,298 | Added |
| 3 | COST | COSTCO WHOLESALE CORPORATION | $9.3M | 6.34% | 9,938 | Trimmed |
| 4 | AVGO | BROADCOM INC | $8.7M | 5.92% | 22,974 | Added |
| 5 | AMZN | AMAZON COM INC | $7.8M | 5.32% | 32,712 | Added |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | $7.3M | 4.99% | 62,634 | Trimmed |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.8M | 4.66% | 13,653 | Trimmed |
| 8 | VGT | VANGUARD WORLD FD | $6.0M | 4.08% | 49,984 | Added |
| 9 | GOOGL | ALPHABET INC | $5.3M | 3.63% | 14,883 | Added |
| 10 | PANW | PALO ALTO NETWORKS INC | $3.6M | 2.44% | 10,482 | Trimmed |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.4M | 2.29% | 7,033 | Added |
| 12 | NFLX | NETFLIX INC. | $3.2M | 2.19% | 45,042 | Trimmed |
| 13 | V | VISA INC | $2.8M | 1.88% | 8,043 | Added |
| 14 | TSLA | TESLA INC | $2.7M | 1.85% | 6,440 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $2.7M | 1.81% | 7,167 | Added |
| 16 | AMD | ADVANCED MICRO DEVICES INC | $2.5M | 1.68% | 4,242 | Added |
| 17 | GOOG | ALPHABET INC | $2.3M | 1.56% | 6,457 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $2.3M | 1.55% | 6,098 | Added |
| 19 | XOM | EXXON MOBIL CORP | $2.2M | 1.53% | 16,369 | Trimmed |
| 20 | META | META PLATFORMS INC | $2.2M | 1.52% | 3,955 | Trimmed |
| 21 | WMT | WALMART INC | $2.0M | 1.40% | 18,052 | Trimmed |
| 22 | ABT | ABBOTT LABORATORIES | $1.8M | 1.22% | 19,692 | Trimmed |
| 23 | LLY | ELI LILLY & CO | $1.7M | 1.13% | 1,380 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $1.6M | 1.12% | 4,998 | Trimmed |
| 25 | ABBV | ABBVIE INC | $1.6M | 1.11% | 6,462 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30