Sun Group Wealth Partners holds a focused book of 81 stocks worth $146.6M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Vaneck Semiconductor ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 10% of the equity book. Cloning the disclosed picks since 2026 would be +11% (+26.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2111007/holdings"
Use Arkolith to show Sun Group Wealth Partners's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 10.5 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 the ~45-day reporting lag, 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.
84% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Sun Group Wealth Partners
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $15.9B |
| IFP Advisors, Inc | 79 / 80 | $1.6B |
| PRIVATE TRUST CO NA | 79 / 80 | $400.5M |
| MORGAN STANLEY | 78 / 80 | $628.3B |
| JPMORGAN CHASE & CO | 78 / 80 | $576.1B |
| ROYAL BANK OF CANADA | 78 / 80 | $175.3B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $164.0B |
| UBS Group AG | 78 / 80 | $163.5B |
Ranked by how many of Sun Group Wealth Partners's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.