Sun Group Wealth Partners
Net buyer this quarter
$147M
59
+$1.47M
51.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $14.4M | 9.82% | 0.00% | -0.4% | Q4 2025 |
 NVDA | $9.46M | 6.46% | 0.00% | +5.3% | Q4 2025 |
 COST | $9.3M | 6.34% | 0.00% | -3.1% | Q4 2025 |
 AVGO | $8.68M | 5.92% | 0.00% | +1.0% | Q4 2025 |
 AMZN | $7.8M | 5.32% | 0.00% | +1.7% | Q4 2025 |
 PLTR | $7.31M | 4.99% | 0.00% | -1.3% | Q4 2025 |
 BRK.B | $6.83M | 4.66% | Not reported | -2.1% | Q4 2025 |
 GOOGL | $5.32M | 3.63% | 0.00% | +2.7% | Q4 2025 |
 PANW | $3.57M | 2.44% | 0.00% | -0.6% | Q4 2025 |
 TSM | $3.36M | 2.29% | 0.00% | +10.3% | Q4 2025 |
 NFLX | $3.22M | 2.19% | 0.00% | -6.1% | Q4 2025 |
 V | $2.76M | 1.88% | 0.00% | +2.5% | Q4 2025 |
 TSLA | $2.71M | 1.85% | 0.00% | -5.3% | Q4 2025 |
 AMD | $2.46M | 1.68% | 0.00% | +8.0% | Q4 2025 |
| GOOG | $2.28M | 1.56% | Not reported | -1.9% | Q4 2025 |
 MSFT | $2.27M | 1.55% | 0.00% | +7.1% | Q4 2025 |
 XOM | $2.24M | 1.53% | 0.00% | -1.6% | Q4 2025 |
 META | $2.23M | 1.52% | Not reported | -0.2% | Q4 2025 |
 WMT | $2.04M | 1.40% | 0.00% | -8.3% | Q4 2025 |
 ABT | $1.79M | 1.22% | 0.00% | -7.1% | Q4 2025 |
 LLY | $1.66M | 1.13% | 0.00% | +0.8% | Q4 2025 |
 JPM | $1.64M | 1.12% | 0.00% | -1.6% | Q4 2025 |
 ABBV | $1.63M | 1.11% | 0.00% | -3.6% | Q4 2025 |
 SMH | $1.46M | 0.99% | Not reported | New | Q2 2026 |
 AEHR | $1.45M | 0.99% | 0.05% | -16.0% | Q4 2025 |
 INTC | $1.45M | 0.99% | 0.00% | -0.3% | Q4 2025 |
 CSCO | $1.3M | 0.89% | 0.00% | Not reported | Q4 2025 |
 JNJ | $1.28M | 0.88% | 0.00% | +0.4% | Q4 2025 |
 LNG | $1.19M | 0.81% | 0.00% | Not reported | Q4 2025 |
 FDX | $1.08M | 0.74% | 0.00% | -1.9% | Q4 2025 |
 FCX | $963K | 0.66% | 0.00% | -3.2% | Q4 2025 |
 VLO | $852K | 0.58% | 0.00% | -7.2% | Q4 2025 |
 SNDK | $769K | 0.52% | 0.00% | Not reported | Q1 2026 |
 QQQ | $743K | 0.51% | Not reported | New | Q2 2026 |
 NOC | $705K | 0.48% | 0.00% | -23.6% | Q4 2025 |
 KO | $704K | 0.48% | 0.00% | -0.3% | Q4 2025 |
 WDC | $650K | 0.44% | 0.00% | Not reported | Q1 2026 |
 GS | $635K | 0.43% | 0.00% | -7.7% | Q4 2025 |
 MU | $570K | 0.39% | 0.00% | New | Q2 2026 |
 TPL | $543K | 0.37% | 0.00% | -8.0% | Q4 2025 |
 HD | $438K | 0.30% | 0.00% | -17.7% | Q4 2025 |
 CL | $433K | 0.30% | 0.00% | Not reported | Q1 2026 |
 MRK | $416K | 0.28% | 0.00% | Not reported | Q4 2025 |
 DIS | $409K | 0.28% | 0.00% | +1.2% | Q4 2025 |
 MCD | $403K | 0.27% | 0.00% | -15.4% | Q4 2025 |
 PG | $361K | 0.25% | 0.00% | -32.5% | Q4 2025 |
 SPCX | $358K | 0.24% | Not reported | New | Q2 2026 |
 CAT | $316K | 0.22% | 0.00% | Not reported | Q1 2026 |
 CGCP | $306K | 0.21% | Not reported | New | Q2 2026 |
 FDXF | $259K | 0.18% | 0.00% | -2.3% | Q2 2026 |
| Q1 2026 | |||||
| AAPL | $12.7M | 9.97% | 0.00% | -3.0% | Q4 2025 |
| COST | $10.2M | 8.03% | 0.00% | +3.3% | Q4 2025 |
| PLTR | $9.28M | 7.30% | 0.00% | +0.6% | Q4 2025 |
| NVDA | $7.83M | 6.16% | 0.00% | +7.6% | Q4 2025 |
| AVGO | $7.04M | 5.54% | 0.00% | +6.6% | Q4 2025 |
| AMZN | $6.7M | 5.27% | 0.00% | +1.1% | Q4 2025 |
| BRK.B | $6.68M | 5.25% | Not reported | +6.3% | Q4 2025 |
| NFLX | $4.61M | 3.63% | 0.00% | +0.4% | Q4 2025 |
| GOOGL | $4.17M | 3.28% | 0.00% | -0.3% | Q4 2025 |
| XOM | $2.82M | 2.22% | 0.00% | +203.3% | Q4 2025 |
| TSLA | $2.53M | 1.99% | 0.00% | +6.2% | Q4 2025 |
| WMT | $2.45M | 1.92% | 0.00% | -3.6% | Q4 2025 |
| V | $2.37M | 1.86% | 0.00% | +5.1% | Q4 2025 |
| META | $2.27M | 1.78% | Not reported | +28.8% | Q4 2025 |
| ABT | $2.18M | 1.71% | 0.00% | +4.6% | Q4 2025 |
| TSM | $2.15M | 1.69% | 0.00% | +7.7% | Q4 2025 |
| MSFT | $2.11M | 1.66% | 0.00% | -0.3% | Q4 2025 |
| GOOG | $1.89M | 1.48% | Not reported | +18.2% | Q4 2025 |
| PANW | $1.69M | 1.33% | 0.00% | +1.8% | Q4 2025 |
| JPM | $1.49M | 1.18% | 0.00% | +47.8% | Q4 2025 |
| ABBV | $1.46M | 1.15% | 0.00% | +0.6% | Q4 2025 |
| LNG | $1.42M | 1.11% | 0.00% | Not reported | Q4 2025 |
| LLY | $1.26M | 0.99% | 0.00% | +45.8% | Q4 2025 |
| FDX | $1.25M | 0.98% | 0.00% | Not reported | Q4 2025 |
| NOC | $1.23M | 0.97% | 0.00% | +20.3% | Q4 2025 |
| JNJ | $1.23M | 0.97% | 0.00% | +19.0% | Q4 2025 |
| FCX | $930K | 0.73% | 0.00% | Not reported | Q4 2025 |
| VLO | $871K | 0.69% | 0.00% | +21.5% | Q4 2025 |
| CSCO | $858K | 0.67% | 0.00% | +5.3% | Q4 2025 |
| AMD | $799K | 0.63% | 0.00% | +5.2% | Q4 2025 |
 LMT | $764K | 0.60% | 0.00% | New | Q1 2026 |
| AEHR | $665K | 0.52% | 0.06% | +2.1% | Q4 2025 |
| KO | $661K | 0.52% | 0.00% | +26.6% | Q4 2025 |
| TPL | $640K | 0.50% | 0.00% | +31.5% | Q4 2025 |
| GS | $575K | 0.45% | 0.00% | +32.3% | Q4 2025 |
| MCD | $548K | 0.43% | 0.00% | +21.3% | Q4 2025 |
| PG | $527K | 0.41% | 0.00% | +19.2% | Q4 2025 |
| HD | $497K | 0.39% | 0.00% | +5.9% | Q4 2025 |
| INTC | $458K | 0.36% | 0.00% | Not reported | Q4 2025 |
| DIS | $405K | 0.32% | 0.00% | -3.4% | Q4 2025 |
| CL | $402K | 0.32% | 0.00% | New | Q1 2026 |
| MRK | $389K | 0.31% | 0.00% | +7.9% | Q4 2025 |
 PFE | $329K | 0.26% | 0.00% | +18.1% | Q4 2025 |
 CVX | $314K | 0.25% | 0.00% | New | Q1 2026 |
 PEP | $297K | 0.23% | 0.00% | New | Q1 2026 |
 MRSH | $278K | 0.22% | 0.00% | -7.9% | Q4 2025 |
| WDC | $275K | 0.22% | 0.00% | New | Q1 2026 |
 HLI | $268K | 0.21% | 0.32% | New | Q1 2026 |
 AXP | $248K | 0.20% | 0.00% | +43.8% | Q4 2025 |
 NMRK | $246K | 0.19% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| AAPL | $14M | 11.24% | 0.00% | New | Q4 2025 |
| PLTR | $11.2M | 9.01% | 0.00% | New | Q4 2025 |
| COST | $8.56M | 6.87% | 0.00% | New | Q4 2025 |
| NVDA | $7.79M | 6.25% | 0.00% | New | Q4 2025 |
| AVGO | $7.39M | 5.93% | 0.00% | New | Q4 2025 |
| AMZN | $7.34M | 5.90% | 0.00% | New | Q4 2025 |
| BRK.B | $6.59M | 5.29% | Not reported | New | Q4 2025 |
| GOOGL | $4.55M | 3.65% | 0.00% | New | Q4 2025 |
| NFLX | $4.48M | 3.60% | 0.00% | New | Q4 2025 |
| TSLA | $2.88M | 2.31% | 0.00% | New | Q4 2025 |
| MSFT | $2.76M | 2.22% | 0.00% | New | Q4 2025 |
| V | $2.62M | 2.10% | 0.00% | New | Q4 2025 |
| ABT | $2.54M | 2.04% | 0.00% | New | Q4 2025 |
 RBLX | $2.38M | 1.91% | 0.00% | New | Q4 2025 |
| WMT | $2.28M | 1.83% | 0.00% | New | Q4 2025 |
| META | $2.03M | 1.63% | Not reported | New | Q4 2025 |
| PANW | $1.91M | 1.53% | 0.00% | New | Q4 2025 |
| TSM | $1.8M | 1.44% | 0.00% | New | Q4 2025 |
 RDDT | $1.79M | 1.44% | Not reported | New | Q4 2025 |
| GOOG | $1.75M | 1.40% | Not reported | New | Q4 2025 |
| ABBV | $1.52M | 1.22% | 0.00% | New | Q4 2025 |
| JPM | $1.11M | 0.89% | 0.00% | New | Q4 2025 |
| FDX | $1.01M | 0.81% | 0.00% | New | Q4 2025 |
| LLY | $1.01M | 0.81% | 0.00% | New | Q4 2025 |
| LNG | $970K | 0.78% | 0.00% | New | Q4 2025 |
| JNJ | $876K | 0.70% | 0.00% | New | Q4 2025 |
| NOC | $857K | 0.69% | 0.00% | New | Q4 2025 |
| CSCO | $809K | 0.65% | 0.00% | New | Q4 2025 |
| FCX | $804K | 0.65% | 0.00% | New | Q4 2025 |
| AMD | $800K | 0.64% | 0.00% | New | Q4 2025 |
| XOM | $660K | 0.53% | 0.00% | New | Q4 2025 |
| DIS | $495K | 0.40% | 0.00% | New | Q4 2025 |
| HD | $491K | 0.39% | 0.00% | New | Q4 2025 |
| KO | $480K | 0.38% | 0.00% | New | Q4 2025 |
| VLO | $473K | 0.38% | 0.00% | New | Q4 2025 |
| GS | $452K | 0.36% | 0.00% | New | Q4 2025 |
| MCD | $444K | 0.36% | 0.00% | New | Q4 2025 |
| PG | $439K | 0.35% | 0.00% | New | Q4 2025 |
 AER | $420K | 0.34% | 0.00% | New | Q4 2025 |
| INTC | $383K | 0.31% | 0.00% | New | Q4 2025 |
 COIN | $371K | 0.30% | 0.00% | New | Q4 2025 |
| AEHR | $355K | 0.28% | 0.06% | New | Q4 2025 |
 MRVL | $332K | 0.27% | 0.00% | New | Q4 2025 |
| MRSH | $322K | 0.26% | 0.00% | New | Q4 2025 |
| MRK | $315K | 0.25% | 0.00% | New | Q4 2025 |
| TPL | $295K | 0.24% | 0.00% | New | Q4 2025 |
 MA | $266K | 0.21% | 0.00% | New | Q4 2025 |
 BBAI | $256K | 0.21% | 0.01% | New | Q4 2025 |
| PFE | $247K | 0.20% | 0.00% | New | Q4 2025 |
 KDP | $245K | 0.20% | 0.00% | New | Q4 2025 |