Sun Group Wealth Partners
•CIK: 2111007•Filing: Q4 2025
**Sun Group Wealth Partners** manages $125M across a diversified portfolio of 62 positions. The fund exhibits significant conviction in mega-cap technology and growth names, with top holdings including AAPL at $14.0M and PLTR at $11.2M. Notable allocations also include COST ($8.6M), NVDA ($7.8M), and AVGO ($7.4M), signaling a focus on established market leaders and high-growth technology sectors. This concentrated approach suggests a mandate targeting substantial capital appreciation within large-cap equities.
Total AUM
$124.6M
QoQ Performance
N/A
Positions
59
Top 10 Concentration
61.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
PLTR
COST
NVDA
AVGO
AMZN
BRK/B
AAPL11.2%
PLTR9.0%
COST6.9%
NVDA6.3%
AVGO5.9%
AMZN5.9%
BRK/B5.3%
VGT4.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Technology33.9%
Other27.2%
Consumer17.7%
Financial9.0%
Healthcare5.2%
Communication4.0%
Energy0.9%
Industrial0.8%