Sun Group Wealth Partners
Sun Group Wealth Partners reported 87 stocks worth $162M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are AAPL (10.2%), PLTR (7.0%) and NVDA (6.6%). Compared with Q2 2026, the fund opened new positions in XOM, BND and ETN, added to GOOGL, PANW and VTI, trimmed AAPL, PLTR and NVDA and sold out of XOM, FDXF and PFE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $16.5M | 10.2% | 49K | −343 (−1%) | 4 of 4 | |
| 2 |  PLTR Palantir Technologies Inc | $11.3M | 7.0% | 61K | −2,043 (−3%) | 4 of 4 | |
| 3 |  NVDA Nvidia Corporation | $10.7M | 6.6% | 47K | −422 (−1%) | 4 of 4 | |
| 4 |  COST Costco Whsl Corp New | $8.8M | 5.5% | 9,717 | −221 (−2%) | 4 of 4 | |
| 5 |  AMZN Amazon Com Inc | $8.1M | 5.0% | 33K | −178 (−1%) | 4 of 4 | |
| 6 |  AVGO Broadcom Inc | $8.1M | 5.0% | 23K | −51 (−0%) | 4 of 4 | |
| 7 |  BRK.B Berkshire Hathaway Inc Del | $6.8M | 4.2% | 14K | −86 (−1%) | 4 of 4 | |
| 8 |  VGT Vanguard World FD | $6.2M | 3.8% | 49K | −744 (−1%) | 4 of 4 | |
| 9 |  GOOGL Alphabet Inc | $5.2M | 3.2% | 15K | +190 (+1%) | 4 of 4 | |
| 10 |  PANW Palo Alto Networks Inc | $4.3M | 2.6% | 11K | +286 (+3%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $2.2M | 16K |
 FDXF Fedex Fght Hldg Co Inc Common Stock | $259K | 1,713 |
 PFE Pfizer Inc | $245K | 10K |
 IDU Ishares US Utilities | $223K | 1,944 |
 IESC Ies Hldgs Inc | $213K | 290 |
🔒 Free account: see all 6.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sun Group Wealth Partners 13F FAQ
What does Sun Group Wealth Partners own?
Sun Group Wealth Partners reported 87 stocks worth $162M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are AAPL (10.2%), PLTR (7.0%) and NVDA (6.6%). The table above lists every position in the filing (the top 10 without an account).
What did Sun Group Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 24 added to, 27 trimmed and 6 sold out. New positions include XOM, BND and ETN. It sold all of XOM, FDXF and PFE.
When will Sun Group Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sun Group Wealth Partners's portfolio worth?
The Q3 2026 filing reports $162M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.