Sun Group Wealth Partners holds a focused book of 81 reported positions worth $146.6M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Vaneck Semiconductor ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 10% of the reported non-option book. Cloning the disclosed picks since 2026 would be +17% (+31.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Sun Group Wealth Partners is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 11.4 points over this window.
Growth of $10,000 cloning Sun Group Wealth Partners's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
85% mapped to company sectors
+4 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sun Group Wealth Partners
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 11 / 80 | $462.8M |
| BlueSpruce Investments, LP | 9 / 80 | $641.1M |
| Hoffman, Alan N Investment Management | 8 / 80 | $161.4M |
| Prospect Hill Management, LLC | 10 / 80 | $244.4M |
| Ketron Financial | 26 / 80 | $298.0M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Draper Asset Management, LLC | 11 / 80 | $178.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Sun Group Wealth Partners: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $14.4M | 49.7K | 9.8% | ▼−0.4% Reduced · −203 sh | |
| 2 | Nvidia Corporation COM | $9.5M | 47.3K | 6.5% | ▲+5.3% Added · +2K sh | |
| 3 | Costco Wholesale Corporation COM | $9.3M | 9.9K | 6.3% | ▼−3.1% Reduced · −315 sh | |
| 4 | Broadcom Inc COM | $8.7M | 23.0K | 5.9% | ▲+1.0% Added · +222 sh | |
| 5 | Amazon Com Inc COM | $7.8M | 32.7K | 5.3% | ▲+1.6% Added · +532 sh | |
| 6 | Palantir Technologies Inc CL A | $7.3M | 62.6K | 5.0% | ▼−1.3% Reduced · −822 sh | |
| 7 | Berkshire Hathaway Inc Del CL B NEW | $6.8M | 13.7K | 4.7% | ▼−2.1% Reduced · −289 sh | |
| 8 | Vanguard World FD INF TECH ETF | $6.0M | 50.0K | 4.1% | ▲+674% Added · +44K sh | |
| 9 | Alphabet Inc CAP STK CL A | $5.3M | 14.9K | 3.6% | ▲+2.7% Added · +396 sh | |
| 10 | Palo Alto Networks Inc COM | $3.6M | 10.5K | 2.4% | ▼−0.6% Reduced · −62 sh | |
| 11 | Taiwan Semiconductor Manufac SPONSORED ADS | $3.4M | 7.0K | 2.3% | ▲+10% Added · +658 sh | |
| 12 | Netflix Inc. COM | $3.2M | 45.0K | 2.2% | ▼−6.1% Reduced · −3K sh | |
| 13 | Visa Inc COM CL A | $2.8M | 8.0K | 1.9% | ▲+2.5% Added · +195 sh | |
| 14 | Tesla Inc COM | $2.7M | 6.4K | 1.8% | ▼−5.3% Reduced · −360 sh | |
| 15 | Vanguard Index FDS TOTAL STK MKT | $2.7M | 7.2K | 1.8% | ▲+1.3% Added · +94 sh | |
| 16 | Advanced Micro Devices Inc COM | $2.5M | 4.2K | 1.7% | ▲+8.0% Added · +313 sh | |
| 17 | Alphabet Inc CAP STK CL C | $2.3M | 6.5K | 1.6% | ▼−1.9% Reduced · −125 sh | |
| 18 | Microsoft Corp COM | $2.3M | 6.1K | 1.6% | ▲+7.1% Added · +406 sh | |
| 19 | Exxon Mobil Corp COM | $2.2M | 16.4K | 1.5% | ▼−1.6% Reduced · −269 sh | |
| 20 | Meta Platforms Inc CL A | $2.2M | 4.0K | 1.5% | ▼−0.2% Reduced · −9 sh | |
| 21 | Walmart Inc COM | $2.0M | 18.1K | 1.4% | ▼−8.3% Reduced · −2K sh | |
| 22 | Abbott Laboratories COM | $1.8M | 19.7K | 1.2% | ▼−7.1% Reduced · −2K sh | |
| 23 | Eli Lilly & Co COM | $1.7M | 1.4K | 1.1% | ▲+0.8% Added · +11 sh | |
| 24 | JPMorgan Chase & Co COM | $1.6M | 5.0K | 1.1% | ▼−1.6% Reduced · −83 sh | |
| 25 | Abbvie Inc COM | $1.6M | 6.5K | 1.1% | ▼−3.6% Reduced · −244 sh | |
| 26 | Vaneck ETF Trust SEMICONDUCTR ETF | $1.5M | 2.2K | 1.0% | ▲New New position | |
| 27 | Aehr Test Sys COM | $1.4M | 15.1K | 1.0% | ▼−16% Reduced · −3K sh | |
| 28 | Intel Corp COM | $1.4M | 10.3K | 1.0% | ▼−0.3% Reduced · −28 sh | |
| 29 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $1.4M | 4.7K | 1.0% | ▲New New position | |
| 30 | Vanguard Index FDS S&P 500 ETF SHS | $1.4M | 2.0K | 1.0% | ▲+429% Added · +2K sh | |
| 31 | Cisco Sys Inc COM | $1.3M | 11.1K | 0.9% | —Held | |
| 32 | Johnson & Johnson COM | $1.3M | 5.1K | 0.9% | ▲+0.4% Added · +20 sh | |
| 33 | Cheniere Energy Inc COM NEW | $1.2M | 5.0K | 0.8% | —Held | |
| 34 | Schwab Strategic TR US DIVIDEND EQ | $1.1M | 35.3K | 0.8% | ▲+76% Added · +15K sh | |
| 35 | Fedex Corp COM | $1.1M | 3.4K | 0.7% | ▼−1.9% Reduced · −66 sh | |
| 36 | Freeport McMoran Inc CL B | $963K | 15.3K | 0.7% | ▼−3.2% Reduced · −510 sh | |
| 37 | Valero Energy Corp COM | $852K | 3.3K | 0.6% | ▼−7.2% Reduced · −254 sh | |
| 38 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $780K | 11.0K | 0.5% | ▲+85% Added · +5K sh | |
| 39 | Sandisk Corp COM | $769K | 338 | 0.5% | —Held | |
| 40 | Invesco QQQ TR UNIT SER 1 | $743K | 1.0K | 0.5% | ▲New New position | |
| 41 | Northrop Grumman Corp COM | $705K | 1.4K | 0.5% | ▼−24% Reduced · −426 sh | |
| 42 | Coca Cola Co COM | $704K | 8.7K | 0.5% | ▼−0.3% Reduced · −26 sh | |
| 43 | Select Sector SPDR TR ST STR CARE ETF | $674K | 4.2K | 0.5% | —Held | |
| 44 | Western Digital Corp COM | $650K | 1.0K | 0.4% | —Held | |
| 45 | Goldman Sachs Group Inc COM | $635K | 628 | 0.4% | ▼−7.6% Reduced · −52 sh | |
| 46 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $605K | 10.1K | 0.4% | ▲+20% Added · +2K sh | |
| 47 | Micron Technology Inc COM | $570K | 494 | 0.4% | ▲New New position | |
| 48 | Texas Pacific Land Corporati COM | $543K | 1.2K | 0.4% | ▼−8.0% Reduced · −108 sh | |
| 49 | BlackRock ETF Trust II ISHA FLEX IN ETF | $482K | 9.2K | 0.3% | ▲New New position | |
| 50 | Global X FDS RBTCS ARTFL INTE | $465K | 12.3K | 0.3% | ▼−2.7% Reduced · −341 sh |
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Use Arkolith to show Sun Group Wealth Partners's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.