Institutional Manager · CIK 0002111007
Sun Group Wealth Partners
IRVINE, CA · File #028-26452
Latest AUM
$124.6M
Positions
62
Top-10 Concentration
63.3%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 51,492 | $14.0M | 11.49% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 63,104 | $11.2M | 9.21% |
| 3 | COSTCO WHSL CORP NEW | 22160K105 | 9,929 | $8.6M | 7.03% |
| 4 | NVIDIA CORPORATION | NVDA | 41,743 | $7.8M | 6.39% |
| 5 | BROADCOM INC | AVGO | 21,350 | $7.4M | 6.07% |
| 6 | AMAZON COM INC | AMZN | 31,820 | $7.3M | 6.03% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 13,120 | $6.6M | 5.41% |
| 8 | VANGUARD WORLD FD | 92204A702 | 6,872 | $5.2M | 4.25% |
| 9 | ALPHABET INC | GOOG | 14,533 | $4.5M | 3.73% |
| 10 | NETFLIX INC | NFLX | 47,772 | $4.5M | 3.68% |
| 11 | TESLA INC | TSLA | 6,405 | $2.9M | 2.36% |
| 12 | MICROSOFT CORP | MSFT | 5,707 | $2.8M | 2.27% |
| 13 | VISA INC | V | 7,466 | $2.6M | 2.15% |
| 14 | ABBOTT LABS | ABLZF | 20,275 | $2.5M | 2.09% |
| 15 | ROBLOX CORP | RBLX | 29,358 | $2.4M | 1.95% |
| 16 | VANGUARD INDEX FDS | 922908769 | 6,952 | $2.3M | 1.91% |
| 17 | WALMART INC | WMT | 20,433 | $2.3M | 1.87% |
| 18 | META PLATFORMS INC | META | 3,077 | $2.0M | 1.67% |
| 19 | PALO ALTO NETWORKS INC | PANW | 10,357 | $1.9M | 1.57% |
| 20 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,918 | $1.8M | 1.48% |