SEC 13F Intelligence

Managers / Q1 2026

Sun Group Wealth Partners

CIK 0002111007 · 17500 RED HILL AVE SUITE 140, IRVINE, CA, 92614 · 9496256800

Reported Value
$127M
Q1 2026
Positions
73
Filings on Record
2
2019–present window
Filed
May 6, 2026
original filing

Summary

Sun Group Wealth Partners reported $127M in U.S.-listed holdings across 73 positions for Q1 2026.

Its largest position, AAPL, represents 10.0% of the portfolio.

Compared with Q4 2025, the fund opened 20 new positions and exited 9.

Portfolio Metrics

Turnover
+11.0%
vs prior filed quarter
Top-10 Concentration
+58.0%
share of reported value
Largest Position
+10.0%
Apple
New / Exited
20 / 9
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $125MQ4 ’25Q1 ’26: $127MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 87.9%ETP: 10.3%ADR: 1.7%Closed-End Fund: 0.2%
  • Common Stock · 87.9% · $112M
  • ETP · 10.3% · $13M
  • ADR · 1.7% · $2M
  • Closed-End Fund · 0.2% · $227,241

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
LMTLOCKHEED MARTIN CORPNEW+1.3K1.3K+$763,947$763,947
SCHWAB STRATEGIC TRNEW+20.1K20.1K+$615,380$615,380
VANGUARD INTL EQUITY INDEX FNEW+8.5K8.5K+$457,140$457,140
VANGUARD WHITEHALL FDSNEW+5.0K5.0K+$442,476$442,476
CLCOLGATE PALMOLIVE CONEW+4.7K4.7K+$402,285$402,285
ISHARES TRNEW+6.9K6.9K+$397,196$397,196
SELECT SECTOR SPDR TRNEW+2.5K2.5K+$396,240$396,240
VANGUARD TAX-MANAGED FDSNEW+5.9K5.9K+$379,036$379,036

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

48 positions
#IssuerClass% PortfolioValueShares
1AAPLAPPLE INChistory →COM9.97%$13M49.9K
2COSTCOSTCO WHOLESALE CORPORATIONhistory →COM8.03%$10M10.3K
3PLTRPALANTIR TECHNOLOGIES INChistory →CL A7.30%$9M63.5K
4NVDANVIDIA CORPORATIONhistory →COM6.16%$8M44.9K
5AVGOBROADCOM INChistory →COM5.54%$7M22.8K
6AMZNAMAZON COM INChistory →COM5.27%$7M32.2K
7BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW5.25%$7M13.9K
8GOOGLALPHABET INCCAP STK CL A · CAP STK CL C4.76%$6M21.1K
9NFLXNETFLIX INC.history →COM3.63%$5M48.0K
10VANGUARD WORLD FDINF TECH ETF3.54%$5M6.5K
11EXMOCEXXON MOBIL CORPhistory →COM2.22%$3M16.6K
12TSLATESLA INChistory →COM1.99%$3M6.8K
13WMTWALMART INChistory →COM1.92%$2M19.7K
14VVISA INChistory →COM CL A1.86%$2M7.8K
15VANGUARD INDEX FDSTOTAL STK MKT1.78%$2M7.1K
16METAMETA PLATFORMS INChistory →CL A1.78%$2M4.0K
17ABTABBOTT LABORATORIEShistory →COM1.71%$2M21.2K
18TSMTAIWAN SEMICONDUCTOR MANUFAChistory →SPONSORED ADS1.69%$2M6.4K
19MSFTMICROSOFT CORPhistory →COM1.66%$2M5.7K
20PANWPALO ALTO NETWORKS INChistory →COM1.33%$2M10.5K
21JPMJPMORGAN CHASE & COhistory →COM1.18%$1M5.1K
22ABBVABBVIE INChistory →COM1.15%$1M6.7K
23LNGCHENIERE ENERGY INChistory →COM NEW1.11%$1M5.0K
24LLYELI LILLY & COCOM0.99%$1M1.4K
25FDXFEDEX CORPCOM0.98%$1M3.5K
26NOCNORTHROP GRUMMAN CORPCOM0.97%$1M1.8K
27JNJJOHNSON & JOHNSONCOM0.97%$1M5.0K
28SELECT SECTOR SPDR TRSTATE STREET HEA · STATE STREET IND0.80%$1M6.7K
29FCXFREEPORT MCMORAN INCCL B0.73%$930,04415.8K
30VLOVALERO ENERGY CORPCOM0.69%$871,4513.5K
31CSCOCISCO SYS INCCOM0.67%$857,98911.1K
32AMDADVANCED MICRO DEVICES INCCOM0.63%$799,2783.9K
33LMTLOCKHEED MARTIN CORPCOM0.60%$763,9471.3K
34AEHRAEHR TEST SYSCOM0.52%$664,88017.9K
35KOCOCA COLA COCOM0.52%$660,5738.7K
36TPLTEXAS PACIFIC LAND CORPORATICOM0.50%$640,1791.3K
37SCHWAB STRATEGIC TRUS DIVIDEND EQ0.48%$615,38020.1K
38GSGOLDMAN SACHS GROUP INCCOM0.45%$575,276680
39MCDMCDONALDS CORPCOM0.43%$547,6131.8K
40PGPROCTER & GAMBLE COCOM0.41%$527,2083.6K
41HDHOME DEPOT INCCOM0.39%$496,9531.5K
42INTCINTEL CORPCOM0.36%$457,94010.4K
43VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF0.36%$457,1408.5K
44VANGUARD WHITEHALL FDSINTL DVD ETF0.35%$442,4765.0K
45GLOBAL X FDSRBTCS ARTFL INTE0.33%$418,86412.6K
46DISDISNEY WALT COCOM0.32%$405,0824.2K
47CLCOLGATE PALMOLIVE COCOM0.32%$402,2854.7K
48ISHARES TRUS INFRASTRUC0.31%$397,1966.9K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$127M73May 6, 202613F-HRchanges · EDGAR ↗
Q4 2025$125M62Feb 17, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.