Sun Group Wealth Partners

Q2 2026 13F Holdings

Location
Irvine, CA
Holdings as of
6/30/2026
Value ($000)
$146,557
Num holdings
81
Date filed
7/23/2026
Form type
13F-HR
Prev filing
5/6/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type