Sun Group Wealth Partners

Q3 2026 13F Holdings

Location
Irvine, CA
Holdings as of
9/30/2026
Value
$162M
Num holdings
87
Date filed
10/26/2026
Form type
13F-HR
Prev filing
7/23/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type