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CIK: 0002111007
Total reported value
$146.6M
$146.6M
62 檔
33.4%
In Q4 2025, Sun Group Wealth Partners's U.S. equity holdings reached a combined market value of $146.6M, distributed across 62 disclosed stock positions.
During Q4 2025, Sun Group Wealth Partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.24% | -0.15% | — | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 9.01% | -2.31% | — | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 6.87% | -1.69% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.25% | +0.30% | — | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 5.93% | +0.38% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.90% | +0.05% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.29% | -0.59% | — | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.16% | +0.54% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.65% | +0.35% | — | |
| 10 | NFLX | Netflix Inc | Stock-Comm Services | 3.60% | -1.44% | — | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.31% | -0.14% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -0.11% | — | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.10% | +0.02% | — | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 2.04% | -0.49% | — | |
| 15 | RBLX | Roblox CORP -class A | Stock-Comm Services | 1.91% | — | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.87% | +0.03% | — | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.83% | -0.52% | — | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.63% | -0.26% | — | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.53% | +1.11% | — | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.44% | +0.60% | — | |
| 21 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.44% | — | — | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.40% | +0.08% | — | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 1.22% | -0.04% | — | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | -0.06% | — | |
| 25 | FDX | Fedex CORP | Stock-Industrials | 0.81% | -0.24% | — | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.14% | — | |
| 27 | LNG | Cheniere Energy Inc | Stock-Energy | 0.78% | -0.30% | — | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | -0.09% | — | |
| 29 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.69% | -0.49% | — | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.65% | +0.22% | — | |
| 31 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.65% | -0.07% | — | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.64% | +1.05% | — | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.55% | -0.03% | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.69% | — | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.40% | -0.04% | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.09% | — | |
| 37 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.39% | -0.01% | — | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.38% | -0.04% | — | |
| 39 | VLO | Valero Energy CORP | Stock-Energy | 0.38% | -0.11% | — | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.36% | -0.02% | — | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.36% | -0.16% | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | -0.16% | — | |
| 43 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.34% | — | — | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.31% | +0.63% | — | |
| 45 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.30% | — | — | |
| 46 | AEHR | Aehr Test Systems | Stock-Other | 0.28% | +0.47% | — | |
| 47 | MRVL | Marvell Technology Inc | Stock-Tech | 0.27% | — | — | |
| 48 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.26% | -0.08% | — | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.25% | -0.03% | — | |
| 50 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.24% | -0.13% | — |
According to official SEC Form 13F filings, Sun Group Wealth Partners reported a total U.S. public equity portfolio value of $146.6M across 62 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, PLTR, COST) accounted for 33.4% of total reported equity market value during Q4 2025.
During Q4 2025, Sun Group Wealth Partners's top holdings by market value included AAPL (11.2%)、PLTR (9.0%)、COST (6.9%). The largest single position, AAPL, represented 11.2% of total portfolio value.
In Q4 2025, Sun Group Wealth Partners made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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