Sun Group Wealth Partners: 13F holdings
CIK 21110072026Q2
| Positions | 81 |
|---|
| Reported value | $146.6m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 81 (+8 vs prior quarter) |
|---|
| Reported value | $146.6m (+15.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 49,745 | $14.4m | 9.8% |
| NVDA NVIDIA CORPORATION | 47,298 | $9.5m | 6.5% |
| COST COSTCO WHOLESALE CORPORATION | 9,938 | $9.3m | 6.3% |
| AVGO BROADCOM INC | 22,974 | $8.7m | 5.9% |
| AMZN AMAZON COM INC | 32,712 | $7.8m | 5.3% |
| PLTR PALANTIR TECHNOLOGIES INC | 62,634 | $7.3m | 5.0% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 13,653 | $6.8m | 4.7% |
| VGT VANGUARD WORLD FD | 49,984 | $6.0m | 4.1% |
| GOOGL ALPHABET INC | 14,883 | $5.3m | 3.6% |
| PANW PALO ALTO NETWORKS INC | 10,482 | $3.6m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111007")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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