Sun Group Wealth Partners Top Holdings and 13F Report (2026) About Sun Group Wealth PartnersInvestment ActivitySun Group Wealth Partners has $127.19 million in total holdings as of March 31, 2026.Sun Group Wealth Partners owns shares of 73 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 11.65% of the portfolio was purchased this quarter.About 5.56% of the portfolio was sold this quarter.This quarter, Sun Group Wealth Partners has purchased 62 new stocks and bought additional shares in 35 stocks.Sun Group Wealth Partners sold shares of 10 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $12,676,232Costco Wholesale $10,216,722PALANTIR TECHNOLOGIES INC $9,282,342NVIDIA $7,832,561Broadcom $7,041,986 Largest New Holdings this Quarter 539830109 - Lockheed Martin $763,947 Holding808524797 - Schwab US Dividend Equity ETF $615,380 Holding922042858 - Vanguard FTSE Emerging Markets ETF $457,140 Holding921946810 - Vanguard International Dividend Appreciation ETF $442,476 Holding194162103 - Colgate-Palmolive $402,285 Holding Largest Purchases this Quarter ExxonMobil 11,152 shares (about $1.89M)Lockheed Martin 1,264 shares (about $763.95K)Schwab US Dividend Equity ETF 20,058 shares (about $615.38K)NVIDIA 3,168 shares (about $552.51K)Meta Platforms 887 shares (about $507.48K) Largest Sales this Quarter Apple 1,544 shares (about $391.85K)Vanguard Information Technology ETF 415 shares (about $289.55K)WALMART INC 744 shares (about $92.47K)Health Care Select Sector SPDR Fund 177 shares (about $25.95K)Global X Robotics & Artificial Intelligence ETF 778 shares (about $25.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSun Group Wealth Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$12,676,232$391,850 â–¼-3.0%49,94810.0%Computer and TechnologyCOSTCostco Wholesale$10,216,722$322,854 â–²3.3%10,2538.0%Retail/WholesalePALANTIR TECHNOLOGIES INC$9,282,342$51,491 â–²0.6%63,4567.3%CL ANVDANVIDIA$7,832,561$552,505 â–²7.6%44,9116.2%Computer and TechnologyAVGOBroadcom$7,041,986$433,934 â–²6.6%22,7525.5%Computer and TechnologyAMZNAmazon.com$6,702,125$74,977 â–²1.1%32,1805.3%Retail/WholesaleBRK.BBerkshire Hathaway$6,681,005$393,902 â–²6.3%13,9425.3%FinanceNFLXNetflix$4,612,714$19,422 â–²0.4%47,9743.6%Consumer DiscretionaryVGTVanguard Information Technology ETF$4,505,061$289,546 â–¼-6.0%6,4573.5%ETFGOOGLAlphabet$4,165,899$13,228 â–¼-0.3%14,4873.3%Computer and TechnologyXOMExxonMobil$2,822,800$1,892,046 â–²203.3%16,6382.2%EnergyTSLATesla$2,527,910$146,842 â–²6.2%6,8002.0%Auto/Tires/TrucksWALMART INC$2,446,988$92,466 â–¼-3.6%19,6891.9%COMVVisa$2,371,883$115,451 â–²5.1%7,8481.9%Business ServicesVTIVanguard Total Stock Market ETF$2,269,126$38,819 â–²1.7%7,0731.8%ETFMETAMeta Platforms$2,267,926$507,480 â–²28.8%3,9641.8%Computer and TechnologyABTAbbott Laboratories$2,176,944$95,279 â–²4.6%21,2031.7%MedicalTSMTaiwan Semiconductor Manufacturing$2,154,430$154,443 â–²7.7%6,3751.7%Computer and TechnologyMSFTMicrosoft$2,107,038$5,553 â–¼-0.3%5,6921.7%Computer and TechnologyGOOGAlphabet$1,888,112$290,876 â–²18.2%6,5821.5%Computer and TechnologyPANWPalo Alto Networks$1,690,418$29,980 â–²1.8%10,5441.3%Computer and TechnologyJPMJPMorgan Chase & Co.$1,494,627$483,011 â–²47.7%5,0811.2%FinanceABBVAbbVie$1,458,485$8,047 â–²0.6%6,7061.1%MedicalCHENIERE ENERGY INC$1,416,2460.0%4,9911.1%COM NEWLLYEli Lilly and Company$1,259,237$395,524 â–²45.8%1,3691.0%MedicalFDXFedEx$1,249,4840.0%3,5081.0%TransportationNOCNorthrop Grumman$1,233,955$208,047 â–²20.3%1,8091.0%AerospaceJNJJohnson & Johnson$1,231,244$196,530 â–²19.0%5,0371.0%MedicalFCXFreeport-McMoRan$930,0440.0%15,8220.7%Basic MaterialsVLOValero Energy$871,451$154,178 â–²21.5%3,5270.7%EnergyCSCOCisco Systems$857,989$43,450 â–²5.3%11,0580.7%Computer and TechnologyAMDAdvanced Micro Devices$799,278$39,669 â–²5.2%3,9290.6%Computer and TechnologyLMTLockheed Martin$763,947$763,947 â–²New Holding1,2640.6%AerospaceAEHRAehr Test Systems$664,880$13,720 â–²2.1%17,9310.5%Computer and TechnologyKOCocaCola$660,573$138,944 â–²26.6%8,6860.5%Consumer StaplesTPLTexas Pacific Land$640,179$153,282 â–²31.5%1,3490.5%EnergyXLVHealth Care Select Sector SPDR Fund$622,799$25,950 â–¼-4.0%4,2480.5%ETFSCHDSchwab US Dividend Equity ETF$615,380$615,380 â–²New Holding20,0580.5%ETFGSThe Goldman Sachs Group$575,276$140,435 â–²32.3%6800.5%FinanceMCDMcDonald's$547,613$96,034 â–²21.3%1,7620.4%Retail/WholesalePGProcter & Gamble$527,208$85,075 â–²19.2%3,6500.4%Consumer StaplesHDHome Depot$496,953$27,627 â–²5.9%1,5110.4%Retail/WholesaleINTCIntel$457,9400.0%10,3770.4%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$457,140$457,140 â–²New Holding8,4580.4%ETFVIGIVanguard International Dividend Appreciation ETF$442,476$442,476 â–²New Holding5,0020.3%ETFBOTZGlobal X Robotics & Artificial Intelligence ETF$418,864$25,845 â–¼-5.8%12,6090.3%ManufacturingDISWalt Disney$405,082$14,361 â–¼-3.4%4,2030.3%Consumer DiscretionaryCLColgate-Palmolive$402,285$402,285 â–²New Holding4,7200.3%Consumer StaplesIFRAiShares U.S. Infrastructure ETF$397,196$397,196 â–²New Holding6,9440.3%ETFXLIIndustrial Select Sector SPDR Fund$396,240$396,240 â–²New Holding2,4500.3%ETFMRKMerck & Co., Inc.$389,137$28,629 â–²7.9%3,2350.3%MedicalVEAVanguard FTSE Developed Markets ETF$379,036$379,036 â–²New Holding5,9150.3%ETFVHTVanguard Health Care ETF$366,827$366,827 â–²New Holding1,3470.3%ETFIHIiShares U.S. Medical Devices ETF$363,739$363,739 â–²New Holding6,8180.3%ETFIXJiShares Global Healthcare ETF$361,438$361,438 â–²New Holding3,8640.3%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$354,083$354,083 â–²New Holding4,0310.3%ManufacturingPFEPfizer$328,537$50,263 â–²18.1%11,7000.3%MedicalCVXChevron$313,660$313,660 â–²New Holding1,5160.2%EnergyPEPPepsiCo$296,604$296,604 â–²New Holding1,9100.2%Consumer StaplesMARSH & MCLENNAN COS INC$277,520$23,936 â–¼-7.9%1,6000.2%COMWDCWestern Digital$275,088$275,088 â–²New Holding1,0170.2%Computer and TechnologyHLIHoulihan Lokey$268,426$268,426 â–²New Holding1,8690.2%FinanceAXPAmerican Express$248,442$75,652 â–²43.8%8210.2%FinanceNMRKNewmark Group$246,046$246,046 â–²New Holding16,4140.2%FinanceMAMastercard$232,8420.0%4660.2%Business ServicesVOOVanguard S&P 500 ETF$229,424$13,144 â–¼-5.4%3840.2%ETFSPROTT ASSET MANAGEMENT LP$227,241$227,241 â–²New Holding6,4120.2%PHYSICAL GOLD TRIDUiShares U.S. Utilities ETF$225,718$5,109 â–²2.3%1,9440.2%ETFVUGVanguard Growth ETF$224,5100.0%5140.2%ETFVYMVanguard High Dividend Yield ETF$216,5220.0%1,4620.2%Financial ServicesSANDISK CORP$214,745$214,745 â–²New Holding3380.2%COMCATCaterpillar$210,413$210,413 â–²New Holding2970.2%IndustrialsVIGVanguard Dividend Appreciation ETF$201,2960.0%9360.2%ETFRBLXRoblox$0$2,378,879 â–¼-100.0%00.0%Consumer DiscretionaryREDDIT INC$0$1,792,986 â–¼-100.0%00.0%CL AAERAercap$0$420,397 â–¼-100.0%00.0%TransportationCOINCoinbase Global$0$371,096 â–¼-100.0%00.0%FinanceMRVLMarvell Technology$0$332,104 â–¼-100.0%00.0%Computer and TechnologyBBAIBigBear.ai$0$256,073 â–¼-100.0%00.0%Computer and TechnologyKDPKeurig Dr Pepper$0$245,087 â–¼-100.0%00.0%Consumer StaplesISRGIntuitive Surgical$0$236,173 â–¼-100.0%00.0%MedicalACHRArcher Aviation$0$136,736 â–¼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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