SEC Form 13F

Sun Group Wealth Partners 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$146,556,627
Positions81

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$14,394,20849,745
NVIDIA CORPORATIONNVDACOM$9,463,92847,298
COSTCO WHOLESALE CORPORATIONCOSTCOM$9,297,1379,938
BROADCOM INCAVGOCOM$8,678,65522,974
AMAZON COM INCAMZNCOM$7,796,58232,712
PALANTIR TECHNOLOGIES INCPLTRCL A$7,307,51462,634
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$6,831,82713,653
VANGUARD WORLD FDVGTINF TECH ETF$5,974,10449,984
ALPHABET INCGOOGLCAP STK CL A$5,318,77714,883
PALO ALTO NETWORKS INCPANWCOM$3,574,57010,482

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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