StockDriftsStockDriftsTop 50 Sun Group Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.82% | 49.7K | $14.4M | -0.41%(-203) | $263.24(+16.50%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.46% | 47.3K | $9.5M | +5.31%(+2.39K) | $185.93(+18.57%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 6.34% | 9.9K | $9.3M | -3.07%(-315) | $895.10(+6.46%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 5.92% | 23.0K | $8.7M | +0.98%(+222) | $343.77(+22.28%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.32% | 32.7K | $7.8M | +1.65%(+532) | $225.04(+22.18%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 4.99% | 62.6K | $7.3M | -1.30%(-822) | $179.98(-1.83%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.66% | 13.7K | $6.8M | -2.07%(-289) | $493.72(+6.00%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 4.08% | 50.0K | $6.0M | -3.24%(-1.67K) | $93.41(+28.97%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.63% | 14.9K | $5.3M | +2.73%(+396) | $279.04(+25.95%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.44% | 10.5K | $3.6M | -0.59%(-62) | $193.53(+95.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -1.54% |
| Top 20 Holdings Unweighted | — | — | — | — | -1.54% |
Sun Group Wealth Partners reports $146.56M in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (9.8%), NVDA (6.5%) and COST (6.3%). The top 20 holdings account for 71.52% of reported assets. Its disclosed equity book has returned -1.54% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sun Group Wealth Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111007). View Sun Group Wealth Partners’s 13F filings on SEC