Sun Group Wealth Partners
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 146,557
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 81 | 146,557 | 13F-HR | Sun Group Wealth Partners |
| Q1 2026 | 5/6/2026 | 73 | 127,186 | 13F-HR | Sun Group Wealth Partners |
| Q4 2025 | 2/17/2026 | 62 | 124,554 | 13F-HR | Sun Group Wealth Partners |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 124.9 K | 85.3% | 10.46 K | 0 | 10.46 K |
| ETFs | 21.61 K | 14.7% | 8.921 K | 0 | 8.921 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
146,557
Holdings
81
QoQ value change ($000)
19,371
(15.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.