Sun Group Wealth Partners Diversified Active

CIK: 0002111007 · Show all filings

Period: Q4 2025

Filing Date: Feb 17, 2026

Total Value ($000): $124,554 (100.0% shares, 0.0% debt)

Holdings (62)

AAPL APPLE INC 11.2%
Value ($000) $13,999 Shares 51,492 Est. Cost $268.34 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 9.0%
Value ($000) $11,217 Shares 63,104 Est. Cost $181.03 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 6.9%
Value ($000) $8,562 Shares 9,929 Est. Cost $905.73 Unrealized 0.0%
NVDA NVIDIA CORPORATION 6.3%
Value ($000) $7,785 Shares 41,743 Est. Cost $186.13 Unrealized 0.0%
AVGO BROADCOM INC 5.9%
Value ($000) $7,389 Shares 21,350 Est. Cost $357.00 Unrealized 0.0%
AMZN AMAZON COM INC 5.9%
Value ($000) $7,345 Shares 31,820 Est. Cost $228.79 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 5.3%
Value ($000) $6,595 Shares 13,120 Est. Cost $497.53 Unrealized 0.0%
VGT VANGUARD WORLD FD 4.2%
Value ($000) $5,180 Shares 6,872 Est. Cost $753.74 Unrealized
GOOGL ALPHABET INC 3.7%
Value ($000) $4,549 Shares 14,533 Est. Cost $285.60 Unrealized 0.0%
NFLX NETFLIX INC 3.6%
Value ($000) $4,479 Shares 47,772 Est. Cost $107.81 Unrealized 0.0%
TSLA TESLA INC 2.3%
Value ($000) $2,880 Shares 6,405 Est. Cost $443.29 Unrealized 0.0%
MSFT MICROSOFT CORP 2.2%
Value ($000) $2,760 Shares 5,707 Est. Cost $500.58 Unrealized 0.0%
V VISA INC 2.1%
Value ($000) $2,618 Shares 7,466 Est. Cost $340.38 Unrealized 0.0%
ABT ABBOTT LABS 2.0%
Value ($000) $2,540 Shares 20,275 Est. Cost $127.30 Unrealized 0.0%
RBLX ROBLOX CORP 1.9%
Value ($000) $2,379 Shares 29,358 Est. Cost $106.17 Unrealized 0.0%
VTI VANGUARD INDEX FDS 1.9%
Value ($000) $2,331 Shares 6,952 Est. Cost $335.28 Unrealized
WMT WALMART INC 1.8%
Value ($000) $2,276 Shares 20,433 Est. Cost $107.20 Unrealized 0.0%
META META PLATFORMS INC 1.6%
Value ($000) $2,031 Shares 3,077 Est. Cost $667.32 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 1.5%
Value ($000) $1,908 Shares 10,357 Est. Cost $201.75 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.4%
Value ($000) $1,798 Shares 5,918 Est. Cost $303.89 Unrealized
RDDT REDDIT INC 1.4%
Value ($000) $1,793 Shares 7,800 Est. Cost $210.30 Unrealized 0.0%
GOOG ALPHABET INC 1.4%
Value ($000) $1,747 Shares 5,568 Est. Cost $286.33 Unrealized 0.0%
ABBV ABBVIE INC 1.2%
Value ($000) $1,524 Shares 6,669 Est. Cost $227.54 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $1,108 Shares 3,439 Est. Cost $309.53 Unrealized 0.0%
FDX FEDEX CORP 0.8%
Value ($000) $1,013 Shares 3,508 Est. Cost $261.56 Unrealized 0.0%
LLY ELI LILLY & CO 0.8%
Value ($000) $1,009 Shares 939 Est. Cost $955.55 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.8%
Value ($000) $970 Shares 4,991 Est. Cost $209.99 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $876 Shares 4,233 Est. Cost $197.01 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.7%
Value ($000) $857 Shares 1,504 Est. Cost $578.81 Unrealized 0.0%
CSCO CISCO SYS INC 0.6%
Value ($000) $809 Shares 10,498 Est. Cost $73.79 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.6%
Value ($000) $804 Shares 15,822 Est. Cost $43.31 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.6%
Value ($000) $800 Shares 3,734 Est. Cost $224.60 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $685 Shares 4,425 Est. Cost $154.80 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $660 Shares 5,486 Est. Cost $115.49 Unrealized 0.0%
DIS DISNEY WALT CO 0.4%
Value ($000) $495 Shares 4,352 Est. Cost $109.53 Unrealized 0.0%
HD HOME DEPOT INC 0.4%
Value ($000) $491 Shares 1,427 Est. Cost $364.59 Unrealized 0.0%
BOTZ GLOBAL X FDS 0.4%
Value ($000) $485 Shares 13,387 Est. Cost $36.23 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $480 Shares 6,859 Est. Cost $69.40 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $473 Shares 2,903 Est. Cost $168.83 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $452 Shares 514 Est. Cost $813.35 Unrealized 0.0%
MCD MCDONALDS CORP 0.4%
Value ($000) $444 Shares 1,453 Est. Cost $305.09 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $439 Shares 3,061 Est. Cost $147.17 Unrealized 0.0%
AER AERCAP HOLDINGS NV 0.3%
Value ($000) $420 Shares 2,924 Est. Cost $132.45 Unrealized 0.0%
INTC INTEL CORP 0.3%
Value ($000) $383 Shares 10,377 Est. Cost $37.76 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.3%
Value ($000) $371 Shares 1,641 Est. Cost $297.98 Unrealized 0.0%
AEHR AEHR TEST SYS 0.3%
Value ($000) $355 Shares 17,561 Est. Cost $24.19 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value ($000) $332 Shares 3,908 Est. Cost $87.46 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $322 Shares 1,738 Est. Cost $186.43 Unrealized 0.0%
MRK MERCK & CO INC 0.3%
Value ($000) $315 Shares 2,997 Est. Cost $93.24 Unrealized 0.0%
TPL TEXAS PACIFIC LAND CORPORATI 0.2%
Value ($000) $295 Shares 1,026 Est. Cost $305.03 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $266 Shares 466 Est. Cost $558.95 Unrealized 0.0%
BBAI BIGBEAR AI HLDGS INC 0.2%
Value ($000) $256 Shares 47,421 Est. Cost $6.53 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $255 Shares 406 Est. Cost $627.13 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $251 Shares 514 Est. Cost $487.86 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $247 Shares 9,910 Est. Cost $25.03 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.2%
Value ($000) $245 Shares 8,750 Est. Cost $27.24 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $236 Shares 417 Est. Cost $532.37 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $211 Shares 571 Est. Cost $356.97 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $210 Shares 1,462 Est. Cost $143.52 Unrealized
IDU ISHARES TR 0.2%
Value ($000) $206 Shares 1,900 Est. Cost $108.36 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $206 Shares 936 Est. Cost $219.78 Unrealized
ACHR ARCHER AVIATION INC 0.1%
Value ($000) $137 Shares 18,183 Est. Cost $9.41 Unrealized 0.0%