Angela Pompian

Sunpointe, Llc

Assets Managed

$305.273M

Holdings

266

Last Quarter

2026 - Q1

Filed Date

18d ago

Growth Rate

1.23%(2Q avg: 5.07%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sunpointe, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 266 positions.

Assets under management

The assets under management (AUM) of Sunpointe, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 305.273M in assets, with a quarterly growth rate of 1.23% and a 2-quarter average growth rate of 5.07%. The portfolio is managed by Angela Pompian, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity Decreased -4.27%	6.1%	$18.596M 106,626 shares@ $174.4 avg price	Decreased -4.27%
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 11.32%	4.47%	$13.616M 42,443 shares@ $320.82 avg price	Increased 11.32%
AAPL Apple Inc Recent Activity Increased 1.23%	3.61%	$10.992M 43,311 shares@ $253.8 avg price	Increased 1.23%
ACIO Aptus Collared Investment Op Recent Activity Increased 3.91%	2.4%	$7.324M 174,551 shares@ $41.96 avg price	Increased 3.91%
AVGO Broadcom Inc Recent Activity Decreased -11.7%	2.37%	$7.226M 23,348 shares@ $309.51 avg price	Decreased -11.7%
CGCB Cap Group Core Bond Recent Activity Increased 11.59%	1.93%	$5.885M 224,099 shares@ $26.27 avg price	Increased 11.59%
MSFT Microsoft Corp Recent Activity Decreased -3.43%	1.93%	$5.877M 15,878 shares@ $370.17 avg price	Decreased -3.43%
VIG Vanguard Dividend Apprec Etf Recent Activity Increased 8.92%	1.9%	$5.793M 26,934 shares@ $215.07 avg price	Increased 8.92%
FDG American Century Focused Dyn Recent Activity	1.85%	$5.627M 49,334 shares@ $114.06 avg price
MOAT Vaneck Morningstar Wide Moat Recent Activity Decreased -8.34%	1.67%	$5.091M 52,649 shares@ $96.7 avg price	Decreased -8.34%

1-10 of 266