Sun Group Wealth Partners

CIK

2111007

Location

IRVINE, CA

Portfolio Value

Small $112,250,193

Diversification

Diversified

Filing Date

Global Rank

#5,095 / 8,232 ▲ 302

Top Industry

Semiconductors 16.3%

3Y Alpha vs SPY

-1.0%

Period ended 2 months ago

Filed May 6, 2026 · 38d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+8.8%

SPY

+9.1%

Annualised alpha

-1.0%

Max drawdown

−7.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

53 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.3%

−1.1 pts

Top 5

41.9%

−1.4 pts

Top 10

64.2%

−2.0 pts

HHI

522

Diversified−38

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	41.0%	$46,054,862	13
Consumer Defensive	13.0%	$14,550,008	6
Financial Services	11.0%	$12,377,247	9
Communication Services	10.2%	$11,451,589	4
Consumer Cyclical	9.2%	$10,274,591	4
Healthcare	6.1%	$6,843,482	6
Energy	5.4%	$6,064,341	5
Industrials	3.1%	$3,458,011	4
Basic Materials	0.8%	$930,017	1
Real Estate	0.2%	$246,045	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	+11,152	16,638	$2,822,803
NVDA	Nvidia Corp	+3,168	44,911	$7,832,478
KO	Coca Cola Co	+1,827	8,686	$660,570
PFE	Pfizer Inc	+1,790	11,700	$328,536
JPM	Jpmorgan Chase & Co	+1,642	5,081	$1,494,626
AVGO	Broadcom Inc.	+1,402	22,752	$7,041,971
ABT	Abbott Laboratories	+928	21,203	$2,176,912
META	Meta Platforms, Inc.	+887	3,964	$2,267,923
BRK-B	Berkshire Hathaway Inc	+822	13,942	$6,681,006
JNJ	Johnson & Johnson	+804	5,037	$1,231,244
VLO	Valero Energy Corp/Tx	+624	3,527	$871,451
PG	PROCTER & GAMBLE Co	+589	3,650	$527,206
CSCO	Cisco Systems, Inc.	+560	11,058	$857,990
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+457	6,375	$2,154,431
LLY	ELI LILLY & Co	+430	1,369	$1,259,165
TSLA	Tesla, Inc.	+395	6,800	$2,527,900
V	Visa Inc.	+382	7,848	$2,371,979
AEHR	Aehr Test Systems	+370	17,931	$664,881
AMZN	Amazon Com Inc	+360	32,180	$6,702,128
PLTR	Palantir Technologies Inc.	+352	63,456	$9,282,343
COST	Costco Wholesale Corp /New	+324	10,253	$10,216,396
TPL	Texas Pacific Land Corp	+323	1,349	$640,181
MCD	Mcdonalds Corp	+309	1,762	$547,611
NOC	Northrop Grumman Corp /De/	+305	1,809	$1,234,172
AXP	American Express Co	+250	821	$248,336
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−1,544	49,948	$12,676,302
WMT	Walmart Inc.	−744	19,689	$2,446,948
DIS	Walt Disney Co	−149	4,203	$405,085
MRSH	Marsh & Mclennan Companies, Inc.	−138	1,600	$277,520
GOOGL	Alphabet Inc.	−46	14,487	$4,165,881
MSFT	Microsoft Corp	−15	5,692	$2,107,007
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
LMT	Lockheed Martin Corp	1,264	$763,948
CL	Colgate Palmolive Co	4,720	$402,285
CVX	Chevron Corp	1,516	$313,660
PEP	Pepsico Inc	1,910	$296,603
WDC	Western Digital Corp	1,017	$275,088
HLI	Houlihan Lokey, Inc.	1,869	$268,425
NMRK	Newmark Group, Inc.	16,414	$246,045
PHYS	Sprott Physical Gold Trust	6,412	$227,241
SNDK	Sandisk Corp	338	$214,744
CAT	Caterpillar Inc	297	$210,412
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
RBLX	Roblox Corp	29,358	$2,378,878
RDDT	Reddit, Inc.	7,800	$1,792,986
AER	AerCap Holdings N.V.	2,924	$420,354
COIN	Coinbase Global, Inc.	1,641	$371,095
MRVL	Marvell Technology, Inc.	3,908	$332,101
BBAI	BigBear.ai Holdings, Inc.	47,421	$256,073
KDP	Keurig Dr Pepper Inc.	8,750	$245,087
ISRG	Intuitive Surgical Inc	417	$236,172
ACHR	Archer Aviation Inc.	18,183	$136,736
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 positions · $112,250,193 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	49,948	-1,544	$12,676,302	−9.4%	11.29%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	10,253	+324	$10,216,396	+19.3%	9.10%
PLTR	Palantir Technologies Inc. Technology	Added	63,456	+352	$9,282,343	−17.2%	8.27%
NVDA	Nvidia Corp Technology	Added	44,911	+3,168	$7,832,478	+0.6%	6.98%
AVGO	Broadcom Inc. Technology	Added	22,752	+1,402	$7,041,971	−4.7%	6.27%
AMZN	Amazon Com Inc Consumer Cyclical	Added	32,180	+360	$6,702,128	−8.7%	5.97%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	13,942	+822	$6,681,006	+1.3%	5.95%
NFLX	Netflix Inc Communication Services	Added	47,974	+202	$4,612,700	+3.0%	4.11%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,487	-46	$4,165,881	−8.4%	3.71%
XOM	Exxon Mobil Corp Energy	Added	16,638	+11,152	$2,822,803	+327.6%	2.51%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,800	+395	$2,527,900	−12.2%	2.25%
WMT	Walmart Inc. Consumer Defensive	Reduced	19,689	-744	$2,446,948	+7.5%	2.18%
V	Visa Inc. Financial Services	Added	7,848	+382	$2,371,979	−9.4%	2.11%
META	Meta Platforms, Inc. Communication Services	Added	3,964	+887	$2,267,923	+11.7%	2.02%
ABT	Abbott Laboratories Healthcare	Added	21,203	+928	$2,176,912	−14.3%	1.94%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	6,375	+457	$2,154,431	+19.8%	1.92%
MSFT	Microsoft Corp Technology	Reduced	5,692	-15	$2,107,007	−23.7%	1.88%
PANW	Palo Alto Networks Inc Technology	Added	10,544	+187	$1,690,414	−11.4%	1.51%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,081	+1,642	$1,494,626	+34.9%	1.33%
ABBV	AbbVie Inc. Healthcare	Added	6,706	+37	$1,458,487	−4.3%	1.30%
LNG	Cheniere Energy, Inc. Energy	Held	4,991	0	$1,416,246	+46.0%	1.26%
LLY	ELI LILLY & Co Healthcare	Added	1,369	+430	$1,259,165	+24.8%	1.12%
FDX	Fedex Corp Industrials	Held	3,508	0	$1,249,479	+23.3%	1.11%
NOC	Northrop Grumman Corp /De/ Industrials	Added	1,809	+305	$1,234,172	+43.9%	1.10%
JNJ	Johnson & Johnson Healthcare	Added	5,037	+804	$1,231,244	+40.5%	1.10%
FCX	Freeport-Mcmoran Inc Basic Materials	Held	15,822	0	$930,017	+15.7%	0.83%
VLO	Valero Energy Corp/Tx Energy	Added	3,527	+624	$871,451	+84.4%	0.78%
CSCO	Cisco Systems, Inc. Technology	Added	11,058	+560	$857,990	+6.1%	0.76%
AMD	Advanced Micro Devices Inc Technology	Added	3,929	+195	$799,276	−0.0%	0.71%
LMT	Lockheed Martin Corp Industrials	NEW	1,264	NEW	$763,948	NEW	0.68%
AEHR	Aehr Test Systems Technology	Added	17,931	+370	$664,881	+87.5%	0.59%
KO	Coca Cola Co Consumer Defensive	Added	8,686	+1,827	$660,570	+37.8%	0.59%
TPL	Texas Pacific Land Corp Energy	Added	1,349	+323	$640,181	+117.2%	0.57%
GS	Goldman Sachs Group Inc Financial Services	Added	680	+166	$575,273	+27.3%	0.51%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,762	+309	$547,611	+23.3%	0.49%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,650	+589	$527,206	+20.2%	0.47%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,511	+84	$496,952	+1.2%	0.44%
INTC	Intel Corp Technology	Held	10,377	0	$457,937	+19.6%	0.41%
DIS	Walt Disney Co Communication Services	Reduced	4,203	-149	$405,085	−18.2%	0.36%
CL	Colgate Palmolive Co Consumer Defensive	NEW	4,720	NEW	$402,285	NEW	0.36%
MRK	Merck & Co., Inc. Healthcare	Added	3,235	+238	$389,138	+23.4%	0.35%
PFE	Pfizer Inc Healthcare	Added	11,700	+1,790	$328,536	+33.1%	0.29%
CVX	Chevron Corp Energy	NEW	1,516	NEW	$313,660	NEW	0.28%
PEP	Pepsico Inc Consumer Defensive	NEW	1,910	NEW	$296,603	NEW	0.26%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	1,600	-138	$277,520	−13.9%	0.25%
WDC	Western Digital Corp Technology	NEW	1,017	NEW	$275,088	NEW	0.25%
HLI	Houlihan Lokey, Inc. Financial Services	NEW	1,869	NEW	$268,425	NEW	0.24%
AXP	American Express Co Financial Services	Added	821	+250	$248,336	+17.6%	0.22%
NMRK	Newmark Group, Inc. Real Estate	NEW	16,414	NEW	$246,045	NEW	0.22%
MA	Mastercard Inc Financial Services	Held	466	0	$232,841	−12.5%	0.21%