Sun Group Wealth Partners

IRVINE, CA · CIK 2111007 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyIrvine, CA

$146.6m reported value +15.2% vs Q1 2026

81positions

53.7%in top 10

14 new 18 added 34 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	49,745	$14.4m9.82%	9.82%	Reduced -203	-203 -0.4%
2	NVIDIA CORPORATION COM NVDA	NVDA	47,298	$9.5m6.46%	6.46%	Added +2.4k	+2,387 5.3%
3	COSTCO WHSL CORP NEW COM COST	COST	9,938	$9.3m6.34%	6.34%	Reduced -315	-315 -3.1%
4	BROADCOM INC COM AVGO	AVGO	22,974	$8.7m5.92%	5.92%	Added +222	+222 1.0%
5	AMAZON COM INC COM AMZN	AMZN	32,712	$7.8m5.32%	5.32%	Added +532	+532 1.6%
6	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	62,634	$7.3m4.99%	4.99%	Reduced -822	-822 -1.3%
7	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	13,653	$6.8m4.66%	4.66%	Reduced -289	-289 -2.1%
8	VANGUARD WORLD FD INF TECH ETF VGT	VGT	49,984	$6.0m4.08%	4.08%	Reduced -1.7k	-1,672 -3.2%
9	ALPHABET INC CAP STK CL A GOOGL	GOOGL	14,883	$5.3m3.63%	3.63%	Added +396	+396 2.7%
10	PALO ALTO NETWORKS INC COM PANW	PANW	10,482	$3.6m2.44%	2.44%	Reduced -62	-62 -0.6%
11	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	7,033	$3.4m2.29%	2.29%	Added +658	+658 10.3%
12	NETFLIX INC COM NFLX	NFLX	45,042	$3.2m2.19%	2.19%	Reduced -2.9k	-2,932 -6.1%
13	VISA INC COM CL A V	V	8,043	$2.8m1.88%	1.88%	Added +195	+195 2.5%
14	TESLA INC COM TSLA	TSLA	6,440	$2.7m1.85%	1.85%	Reduced -360	-360 -5.3%
15	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	7,167	$2.7m1.81%	1.81%	Added +94	+94 1.3%
16	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,242	$2.5m1.68%	1.68%	Added +313	+313 8.0%
17	ALPHABET INC CAP STK CL C GOOG	GOOG	6,457	$2.3m1.56%	1.56%	Reduced -125	-125 -1.9%
18	MICROSOFT CORP COM MSFT	MSFT	6,098	$2.3m1.55%	1.55%	Added +406	+406 7.1%
19	EXXON MOBIL CORP COM XOM	XOM	16,369	$2.2m1.53%	1.53%	Reduced -269	-269 -1.6%
20	META PLATFORMS INC CL A META	META	3,955	$2.2m1.52%	1.52%	Reduced -9	-9 -0.2%
21	WALMART INC COM WMT	WMT	18,052	$2.0m1.40%	1.40%	Reduced -1.6k	-1,637 -8.3%
22	ABBOTT LABS COM ABT	ABT	19,692	$1.8m1.22%	1.22%	Reduced -1.5k	-1,511 -7.1%
23	ELI LILLY & CO COM LLY	LLY	1,380	$1.7m1.13%	1.13%	Added +11	+11 0.8%
24	JPMORGAN CHASE & CO COM JPM	JPM	4,998	$1.6m1.12%	1.12%	Reduced -83	-83 -1.6%
25	ABBVIE INC COM ABBV	ABBV	6,462	$1.6m1.11%	1.11%	Reduced -244	-244 -3.6%
26	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	2,221	$1.5m0.99%	0.99%	New
27	AEHR TEST SYS COM AEHR	AEHR	15,067	$1.4m0.99%	0.99%	Reduced -2.9k	-2,864 -16.0%
28	INTEL CORP COM INTC	INTC	10,349	$1.4m0.99%	0.99%	Reduced -28	-28 -0.3%
29	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	4,684	$1.4m0.97%	0.97%	New
30	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,032	$1.4m0.95%	0.95%	Added +1.6k	+1,648 429.2%
31	CISCO SYS INC COM CSCO	CSCO	11,058	$1.3m0.89%	0.89%	Unchanged
32	JOHNSON & JOHNSON COM JNJ	JNJ	5,057	$1.3m0.88%	0.88%	Added +20	+20 0.4%
33	CHENIERE ENERGY INC COM NEW LNG	LNG	4,991	$1.2m0.81%	0.81%	Unchanged
34	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	35,284	$1.1m0.76%	0.76%	Added +15.2k	+15,226 75.9%
35	FEDEX CORP COM FDX	FDX	3,442	$1.1m0.74%	0.74%	Reduced -66	-66 -1.9%
36	FREEPORT-MCMORAN INC CL B FCX	FCX	15,312	$963.0k0.66%	0.66%	Reduced -510	-510 -3.2%
37	VALERO ENERGY CORP COM VLO	VLO	3,273	$852.4k0.58%	0.58%	Reduced -254	-254 -7.2%
38	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	10,951	$780.3k0.53%	0.53%	Added +5.0k	+5,036 85.1%
39	SANDISK CORP COM SNDK	SNDK	338	$768.5k0.52%	0.52%	Unchanged
40	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,008	$742.7k0.51%	0.51%	New
41	NORTHROP GRUMMAN CORP COM NOC	NOC	1,383	$704.8k0.48%	0.48%	Reduced -426	-426 -23.6%
42	COCA COLA CO COM KO	KO	8,660	$703.8k0.48%	0.48%	Reduced -26	-26 -0.3%
43	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	4,248	$674.0k0.46%	0.46%	Unchanged
44	WESTERN DIGITAL CORP COM WDC	WDC	1,017	$649.6k0.44%	0.44%	Unchanged
45	GOLDMAN SACHS GROUP INC COM GS	GS	628	$635.1k0.43%	0.43%	Reduced -52	-52 -7.7%
46	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	10,135	$605.0k0.41%	0.41%	Added +1.7k	+1,677 19.8%
47	MICRON TECHNOLOGY INC COM MU	MU	494	$570.2k0.39%	0.39%	New
48	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	1,241	$543.1k0.37%	0.37%	Reduced -108	-108 -8.0%
49	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	9,200	$481.5k0.33%	0.33%	New
50	GLOBAL X FDS RBTCS ARTFL INTE BOTZ	BOTZ	12,268	$465.5k0.32%	0.32%	Reduced -341	-341 -2.7%
51	HOME DEPOT INC COM HD	HD	1,243	$438.4k0.30%	0.30%	Reduced -268	-268 -17.7%
52	COLGATE PALMOLIVE CO COM CL	CL	4,720	$432.7k0.30%	0.30%	Unchanged
53	ISHARES TR US INFRASTRUC IFRA	IFRA	6,718	$423.5k0.29%	0.29%	Reduced -226	-226 -3.2%
54	MERCK & CO INC COM MRK	MRK	3,235	$415.7k0.28%	0.28%	Unchanged
55	DISNEY WALT CO COM DIS	DIS	4,252	$409.4k0.28%	0.28%	Added +49	+49 1.2%
56	MCDONALDS CORP COM MCD	MCD	1,490	$402.8k0.27%	0.27%	Reduced -272	-272 -15.4%
57	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	4,198	$392.0k0.27%	0.27%	Reduced -804	-804 -16.1%
58	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	4,580	$391.5k0.27%	0.27%	New
59	SELECT SECTOR SPDR TR INDL XLI	XLI	2,034	$376.8k0.26%	0.26%	Reduced -416	-416 -17.0%
60	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	4,239	$365.2k0.25%	0.25%	Added +1.2k	+1,155 37.5%
61	PROCTER AND GAMBLE CO COM PG	PG	2,465	$361.5k0.25%	0.25%	Reduced -1.2k	-1,185 -32.5%
62	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	2,097	$358.3k0.24%	0.24%	New
63	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	3,676	$351.5k0.24%	0.24%	Reduced -355	-355 -8.8%
64	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,342	$317.5k0.22%	0.22%	Added +406	+406 43.4%
65	ISHARES TR CORE DIV GRWTH DGRO	DGRO	4,178	$316.6k0.22%	0.22%	New
66	CATERPILLAR INC COM CAT	CAT	297	$316.3k0.22%	0.22%	Unchanged
67	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	13,743	$306.3k0.21%	0.21%	New
68	FEDEX FGHT HLDG CO INC COMMON STOCK FDXF	FDXF	1,713	$258.7k0.18%	0.18%	New
69	PEPSICO INC COM PEP	PEP	1,910	$258.6k0.18%	0.18%	Unchanged
70	ISHARES TR CALIF MUN BD ETF CMF	CMF	4,399	$253.6k0.17%	0.17%	New
71	CHEVRON CORP NEW COM CVX	CVX	1,516	$251.3k0.17%	0.17%	Unchanged
72	HOULIHAN LOKEY INC CL A HLI	HLI	1,869	$250.7k0.17%	0.17%	Unchanged
73	NEWMARK GROUP INC CL A NMRK	NMRK	16,414	$248.0k0.17%	0.17%	Unchanged
74	ISHARES TR 7-10 YR TRSY BD IEF	IEF	2,618	$247.6k0.17%	0.17%	New
75	PFIZER INC COM PFE	PFE	10,180	$245.1k0.17%	0.17%	Reduced -1.5k	-1,520 -13.0%
76	MASTERCARD INCORPORATED CL A MA	MA	466	$239.3k0.16%	0.16%	Unchanged
77	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	1,462	$231.0k0.16%	0.16%	Unchanged
78	ISHARES TR U.S. UTILITS ETF IDU	IDU	1,944	$222.8k0.15%	0.15%	Unchanged
79	IES HOLDINGS INC COM IESC	IESC	290	$213.1k0.15%	0.15%	New
80	TIDAL TRUST II ROUNDHILL GENER CHAT	CHAT	2,114	$208.6k0.14%	0.14%	New
81	MARSH & MCLENNAN COS INC COM MRSH	MRSH	1,246	$207.7k0.14%	0.14%	Reduced -354	-354 -22.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
LOCKHEED MARTIN CORP LMT	LMT	1,264	$763.9k1.3k shares
VANGUARD WORLD FD VHT	VHT	1,347	$366.8k1.3k shares
ISHARES TR IHI	IHI	6,818	$363.7k6.8k shares
ISHARES TR IXJ	IXJ	3,864	$361.4k3.9k shares
AMERICAN EXPRESS CO AXP	AXP	821	$248.4k821 shares
SPROTT PHYSICAL GOLD TR PHYS	PHYS	6,412	$227.2k6.4k shares