account_balance
Investment manager · 13F filer · SEC CIK 2111007
Sun Group Wealth Partners
Reported value$162Mas of Sep 30, 2026
Positions87 11 new, 5 sold out
Top 10 weight53.0%AAPL alone is 10%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
10.2%
PLTRPalantir Technologies Inc.
7.0%Trimmed −3%
NVDANVIDIA Corp
6.6%
COSTCostco Wholesale Corp
5.5%Trimmed −2%
AMZNAmazon.com Inc
5.0%
AVGOBroadcom Inc.
5.0%
BRK-BBerkshire Hathaway Inc
4.2%
VGTVanguard World Fd
3.8%
GOOGLAlphabet Inc.
3.2%
PANWPalo Alto Networks Inc
2.6%+3%
VTIVanguard Index FDS
2.3%Added +38%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.0%
AAPLApple Inc.
10.2%
PLTRPalantir Technologies Inc.
7.0%Trimmed −3%
NVDANVIDIA Corp
6.6%
COSTCostco Wholesale Corp
5.5%Trimmed −2%
AMZNAmazon.com Inc
5.0%
AVGOBroadcom Inc.
5.0%
BRK-BBerkshire Hathaway Inc
4.2%
VGTVanguard World Fd
3.8%
GOOGLAlphabet Inc.
3.2%
PANW2.6%VTI2.3%
TSM2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 10.2% HeldPLTR Palantir Technologies Inc. 7.0% Trimmed −3%NVDA NVIDIA Corp 6.6% HeldCOST Costco Wholesale Corp 5.5% Trimmed −2%AMZN Amazon.com Inc 5.0% HeldAVGO Broadcom Inc. 5.0% HeldBRK-B Berkshire Hathaway Inc 4.2% Held
VGT Vanguard World Fd 3.8% Held
GOOGL Alphabet Inc. 3.2% HeldPANW Palo Alto Networks Inc 2.6% Added +3%VTI Vanguard Index FDS 2.3% Added +38%
TSM Taiwan Semiconductor Manufacturing Co Ltd 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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