Sun Group Wealth Partners
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 127,186
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 114.5 K | 90.0% | 0 | 3.965 K | -3.965 K |
| ETFs | 12.69 K | 10.0% | 6.594 K | 0 | 6.594 K |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
127,186
Holdings
73
QoQ value change ($000)
2,632
(2.1%)
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.