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Brandon Chang

Sun Group Wealth Partners

Assets Managed
$127.186M
Holdings
73
Last Quarter
2026 - Q1
Filed Date
2mo 9d ago
Growth Rate
2.12%(2Q avg: 1.06%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sun Group Wealth Partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Sun Group Wealth Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 127.186M in assets, with a quarterly growth rate of 2.12% and a 2-quarter average growth rate of 1.06%. The portfolio is managed by Brandon Chang, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -2.99%
9.97%
$12.676M
49,948 shares@ $253.79 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 3.27%
8.04%
$10.217M
10,253 shares@ $996.47 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 0.56%
7.3%
$9.282M
63,456 shares@ $146.28 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 7.59%
6.16%
$7.833M
44,911 shares@ $174.41 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 6.57%
5.54%
$7.042M
22,752 shares@ $309.52 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.14%
5.27%
$6.702M
32,180 shares@ $208.27 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 6.27%
5.26%
$6.681M
13,942 shares@ $479.2 avg price
NFLX
Netflix Inc
Recent Activity
Increased 0.43%
3.63%
$4.613M
47,974 shares@ $96.16 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Decreased -6.03%
3.55%
$4.505M
6,457 shares@ $697.71 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.31%
3.28%
$4.166M
14,487 shares@ $287.57 avg price

1-10 of 73