Sun Group Wealth PartnersGrowthConcentrated trader

CIK: 0002111007 | IRVINE, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	87	$162.1M	2026-10-26	SEC ↗
Q2 2026	13F-HR	81	$146.6M	2026-07-23	SEC ↗
Q1 2026	13F-HR	73	$127.2M	2026-05-06	SEC ↗
Q4 2025	13F-HR	62	$124.6M	2026-02-17	SEC ↗