Sun Group Wealth Partners - Portfolio overview

Sun Group Wealth Partners has 73 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 9.97%
2. COST - COSTCO WHOLESALE CORPORATION, 8.03%
3. PLTR - PALANTIR TECHNOLOGIES INC, 7.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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