Filed: 5/6/2026ACC: 0001172661-26-001608
📋 What this filing means
SUN GROUP WEALTH PARTNERS filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $127.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$127.19M
Total AUM (reported)
672.32K
Total Shares
Allocation by class
COM$82.01M64.5%
CL A$12.30M9.7%
CL B NEW$6.68M5.3%
INF TECH ETF$4.51M3.5%
CAP STK CL A$4.17M3.3%
COM CL A$2.37M1.9%
TOTAL STK MKT$2.27M1.8%
Portfolio Concentration
Top 3$32.18M25.3%
4–10$41.54M32.7%
11–25$30.35M23.9%
Rest$23.12M18.2%
Top 3 weight
25.3%
Top 10 weight
58.0%
Voting Authority Distribution
Total shares with voting rights: 672.32K
Sole
Full voting authority
390.18K
shares
% of voting shares58.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
282.13K
shares
% of voting shares42.0%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeSole · 58.0% of voting shares
Institutional Holdings73
Rows:
APPLE INC
SOLEShares49.95K
TypeSH
Market value$12.68M
9.97%
Sole
24.26K
Shared
0.00
None
25.69K
COSTCO WHOLESALE CORPORATION
SOLEShares10.25K
TypeSH
Market value$10.22M
8.03%
Sole
5.75K
Shared
0.00
None
4.51K
PALANTIR TECHNOLOGIES INC
SOLEShares63.46K
TypeSH
Market value$9.28M
7.30%
Sole
33.08K
Shared
0.00
None
30.38K
NVIDIA CORPORATION
SOLEShares44.91K
TypeSH
Market value$7.83M
6.16%
Sole
25.12K
Shared
0.00
None
19.79K
BROADCOM INC
SOLEShares22.75K
TypeSH
Market value$7.04M
5.54%
Sole
14.02K
Shared
0.00
None
8.73K
AMAZON COM INC
SOLEShares32.18K
TypeSH
Market value$6.70M
5.27%
Sole
14.85K
Shared
0.00
None
17.33K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.94K
TypeSH
Market value$6.68M
5.25%
Sole
7.59K
Shared
0.00
None
6.35K
NETFLIX INC.
SOLEShares47.97K
TypeSH
Market value$4.61M
3.63%
Sole
24.79K
Shared
0.00
None
23.19K
VANGUARD WORLD FD
SOLEShares6.46K
TypeSH
Market value$4.51M
3.54%
Sole
3.52K
Shared
0.00
None
2.94K
ALPHABET INC
SOLEShares14.49K
TypeSH
Market value$4.17M
3.28%
Sole
11.15K
Shared
0.00
None
3.34K
EXXON MOBIL CORP
SOLEShares16.64K
TypeSH
Market value$2.82M
2.22%
Sole
9.23K
Shared
0.00
None
7.41K
TESLA INC
SOLEShares6.80K
TypeSH
Market value$2.53M
1.99%
Sole
4.77K
Shared
0.00
None
2.03K
WALMART INC
SOLEShares19.69K
TypeSH
Market value$2.45M
1.92%
Sole
10.87K
Shared
0.00
None
8.82K
VISA INC
SOLEShares7.85K
TypeSH
Market value$2.37M
1.86%
Sole
4.56K
Shared
0.00
None
3.29K
VANGUARD INDEX FDS
SOLEShares7.07K
TypeSH
Market value$2.27M
1.78%
Sole
4.04K
Shared
0.00
None
3.04K
META PLATFORMS INC
SOLEShares3.96K
TypeSH
Market value$2.27M
1.78%
Sole
2.85K
Shared
0.00
None
1.11K
ABBOTT LABORATORIES
SOLEShares21.20K
TypeSH
Market value$2.18M
1.71%
Sole
10.94K
Shared
0.00
None
10.26K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares6.38K
TypeSH
Market value$2.15M
1.69%
Sole
3.37K
Shared
0.00
None
3K
MICROSOFT CORP
SOLEShares5.69K
TypeSH
Market value$2.11M
1.66%
Sole
3.49K
Shared
0.00
None
2.20K
ALPHABET INC
SOLEShares6.58K
TypeSH
Market value$1.89M
1.48%
Sole
4.89K
Shared
0.00
None
1.69K
PALO ALTO NETWORKS INC
SOLEShares10.54K
TypeSH
Market value$1.69M
1.33%
Sole
5.29K
Shared
0.00
None
5.25K
JPMORGAN CHASE & CO
SOLEShares5.08K
TypeSH
Market value$1.49M
1.18%
Sole
4.48K
Shared
0.00
None
602.00
ABBVIE INC
SOLEShares6.71K
TypeSH
Market value$1.46M
1.15%
Sole
4.10K
Shared
0.00
None
2.61K
CHENIERE ENERGY INC
SOLEShares4.99K
TypeSH
Market value$1.42M
1.11%
Sole
4.99K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares1.37K
TypeSH
Market value$1.26M
0.99%
Sole
939.00
Shared
0.00
None
430.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 49.95K | SH | $12.68M 9.97% | 24.26K | 0.00 | 25.69K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 10.25K | SH | $10.22M 8.03% | 5.75K | 0.00 | 4.51K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 63.46K | SH | $9.28M 7.30% | 33.08K | 0.00 | 30.38K |
NVIDIA CORPORATIONSOLE | COM | 44.91K | SH | $7.83M 6.16% | 25.12K | 0.00 | 19.79K |
BROADCOM INCSOLE | COM | 22.75K | SH | $7.04M 5.54% | 14.02K | 0.00 | 8.73K |
AMAZON COM INCSOLE | COM | 32.18K | SH | $6.70M 5.27% | 14.85K | 0.00 | 17.33K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.94K | SH | $6.68M 5.25% | 7.59K | 0.00 | 6.35K |
NETFLIX INC.SOLE | COM | 47.97K | SH | $4.61M 3.63% | 24.79K | 0.00 | 23.19K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 6.46K | SH | $4.51M 3.54% | 3.52K | 0.00 | 2.94K |
ALPHABET INCSOLE | CAP STK CL A | 14.49K | SH | $4.17M 3.28% | 11.15K | 0.00 | 3.34K |
EXXON MOBIL CORPSOLE | COM | 16.64K | SH | $2.82M 2.22% | 9.23K | 0.00 | 7.41K |
TESLA INCSOLE | COM | 6.80K | SH | $2.53M 1.99% | 4.77K | 0.00 | 2.03K |
WALMART INCSOLE | COM | 19.69K | SH | $2.45M 1.92% | 10.87K | 0.00 | 8.82K |
VISA INCSOLE | COM CL A | 7.85K | SH | $2.37M 1.86% | 4.56K | 0.00 | 3.29K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.07K | SH | $2.27M 1.78% | 4.04K | 0.00 | 3.04K |
META PLATFORMS INCSOLE | CL A | 3.96K | SH | $2.27M 1.78% | 2.85K | 0.00 | 1.11K |
ABBOTT LABORATORIESSOLE | COM | 21.20K | SH | $2.18M 1.71% | 10.94K | 0.00 | 10.26K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 6.38K | SH | $2.15M 1.69% | 3.37K | 0.00 | 3K |
MICROSOFT CORPSOLE | COM | 5.69K | SH | $2.11M 1.66% | 3.49K | 0.00 | 2.20K |
ALPHABET INCSOLE | CAP STK CL C | 6.58K | SH | $1.89M 1.48% | 4.89K | 0.00 | 1.69K |
PALO ALTO NETWORKS INCSOLE | COM | 10.54K | SH | $1.69M 1.33% | 5.29K | 0.00 | 5.25K |
JPMORGAN CHASE & COSOLE | COM | 5.08K | SH | $1.49M 1.18% | 4.48K | 0.00 | 602.00 |
ABBVIE INCSOLE | COM | 6.71K | SH | $1.46M 1.15% | 4.10K | 0.00 | 2.61K |
CHENIERE ENERGY INCSOLE | COM NEW | 4.99K | SH | $1.42M 1.11% | 4.99K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1.37K | SH | $1.26M 0.99% | 939.00 | 0.00 | 430.00 |
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