Sun Group Wealth Partners
CIK 2111007 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- AAPL11.24%
- PLTR9.01%
- COST6.87%
- NVDA6.25%
- AVGO5.93%
- AMZN5.90%
- BRK.B5.29%
- VGT4.16%
- GOOGL3.65%
- NFLX3.60%
Share classes counted separately61.90%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $14.00M | 11.24% | 51.49K shares | Prior unavailable — | — | ↗▾ |
| 02 | PLTRPALANTIR TECHNOLOGIES INC-ACL A View history and evidence | $11.22M | 9.01% | 63.10K shares | Prior unavailable — | — | ↗▾ |
| 03 | COSTCOSTCO WHOLESALE CORP View history and evidence | $8.56M | 6.87% | 9.93K shares | Prior unavailable — | — | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $7.79M | 6.25% | 41.74K shares | Prior unavailable — | — | ↗▾ |
| 05 | AVGOBROADCOM INC View history and evidence | $7.39M | 5.93% | 21.35K shares | Prior unavailable — | — | ↗▾ |
| 06 | AMZNAMAZON.COM INC View history and evidence | $7.34M | 5.90% | 31.82K shares | Prior unavailable — | — | ↗▾ |
| 07 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $6.59M | 5.29% | 13.12K shares | Prior unavailable — | — | ↗▾ |
| 08 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $5.18M | 4.16% | 6.87K shares | Prior unavailable — | — | ↗▾ |
| 09 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $4.55M | 3.65% | 14.53K shares | Prior unavailable — | — | ↗▾ |
| 10 | NFLXNETFLIX INC View history and evidence | $4.48M | 3.60% | 47.77K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2111007 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Feb 17, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 124553929
}Research all 62 reported holdings.
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