Sun Group Wealth Partners has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists 87 separate holdings managed by the firm.
The report indicates that the firm's largest holding is NVIDIA Corporation, for which it holds 10,705,617 shares valued at $46,876,000. Other significant positions include Palantir Technologies Inc. Class A, with 11,333,549 shares valued at $60,591,000, and Taiwan Semiconductor Manufacturing Company Sponsored ADS, with 3,248,526 shares valued at $7,121,000.
The portfolio is heavily weighted toward technology and semiconductor companies. Major holdings include Broadcom Inc. (8,050,369 shares), Advanced Micro Devices Inc. (2,596,919 shares), and Micron Technology Inc. (641,195 shares). The filing also lists substantial positions in consumer staples and healthcare, including Costco Wholesale Corporation (8,845,385 shares), Walmart Inc. (1,838,273 shares), and Eli Lilly & Co. (1,624,670 shares).
In addition to individual stocks, the filing includes various exchange-traded funds (ETFs) and other investment vehicles. Notable ETF holdings include the Vanguard World Fund Information Technology ETF (6,187,930 shares), the Invesco NASDAQ 100 ETF (3,076,402 shares), and the Schwab Strategic Trust US Dividend Equity ETF (1,816,214 shares). The report lists Brandon Chang as the authorized signer for the filing.
