# EDGAR Filing Document

**Accession Number:** 0002111007
**File Stem:** 0001172661-26-000847
**Filing Date:** 2026-2
**Character Count:** 9667
**Document Hash:** a29925e2fef294f507085dcf23b8ad00
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-000847.hdr.sgml**: 20260217

**ACCESSION NUMBER**: 0001172661-26-000847

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260217

**DATE AS OF CHANGE**: 20260217

**EFFECTIVENESS DATE**: 20260217

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Sun Group Wealth Partners
- **CENTRAL INDEX KEY:** 0002111007

**ORGANIZATION NAME:**
- **EIN:** 900674671
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26452
- **FILM NUMBER:** 26636995

**BUSINESS ADDRESS:**
- **STREET 1:** 17500 RED HILL AVE SUITE 140
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92614
- **BUSINESS PHONE:** 9496256800

**MAIL ADDRESS:**
- **STREET 1:** 17500 RED HILL AVE SUITE 140
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92614

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Sun Group Wealth Partners<br>**Address:** 17500 RED HILL AVE SUITE 140<br>IRVINE, CA 92614

**Form 13F File Number:** 028-26452

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Brandon Chang<br>**Title:** Partner<br>**Phone:** 9496256800

**Signature, Place, and Date of Signing:**

/s/ Brandon Chang  Irvine, CA  02-17-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 62

**Form 13F Information Table Value Total:** $124553929

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 2540265 | 20275 | SH |  | SOLE |  | 9997 | 0 | 10278 |
| ABBVIE INC | COM | 00287Y109 |  | 1523797 | 6669 | SH |  | SOLE |  | 4021 | 0 | 2648 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 799672 | 3734 | SH |  | SOLE |  | 1996 | 0 | 1738 |
| AEHR TEST SYS | COM | 00760J108 |  | 354555 | 17561 | SH |  | SOLE |  | 8825 | 0 | 8736 |
| AERCAP HOLDINGS NV | SHS | N00985106 |  | 420397 | 2924 | SH |  | SOLE |  | 775 | 0 | 2149 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4548837 | 14533 | SH |  | SOLE |  | 10404 | 0 | 4129 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1747239 | 5568 | SH |  | SOLE |  | 3686 | 0 | 1882 |
| AMAZON COM INC | COM | 023135106 |  | 7344700 | 31820 | SH |  | SOLE |  | 14442 | 0 | 17378 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 211370 | 571 | SH |  | SOLE |  | 125 | 0 | 446 |
| APPLE INC | COM | 037833100 |  | 13998743 | 51492 | SH |  | SOLE |  | 22872 | 0 | 28620 |
| ARCHER AVIATION INC | COM CL A | 03945R102 |  | 136736 | 18183 | SH |  | SOLE |  | 12288 | 0 | 5895 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 6594774 | 13120 | SH |  | SOLE |  | 6837 | 0 | 6283 |
| BIGBEAR AI HLDGS INC | COM | 08975B109 |  | 256073 | 47421 | SH |  | SOLE |  | 34460 | 0 | 12961 |
| BROADCOM INC | COM | 11135F101 |  | 7389380 | 21350 | SH |  | SOLE |  | 12471 | 0 | 8879 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 970200 | 4991 | SH |  | SOLE |  | 4991 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 808661 | 10498 | SH |  | SOLE |  | 4381 | 0 | 6117 |
| COCA COLA CO | COM | 191216100 |  | 479513 | 6859 | SH |  | SOLE |  | 4209 | 0 | 2650 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 371096 | 1641 | SH |  | SOLE |  | 1180 | 0 | 461 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 8562329 | 9929 | SH |  | SOLE |  | 5379 | 0 | 4550 |
| DISNEY WALT CO | COM | 254687106 |  | 495211 | 4352 | SH |  | SOLE |  | 3097 | 0 | 1255 |
| ELI LILLY  CO | COM | 532457108 |  | 1009189 | 939 | SH |  | SOLE |  | 567 | 0 | 372 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 660184 | 5486 | SH |  | SOLE |  | 4106 | 0 | 1380 |
| FEDEX CORP | COM | 31428X106 |  | 1013325 | 3508 | SH |  | SOLE |  | 1656 | 0 | 1852 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 803582 | 15822 | SH |  | SOLE |  | 8860 | 0 | 6962 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 |  | 484980 | 13387 | SH |  | SOLE |  | 8548 | 0 | 4839 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 451806 | 514 | SH |  | SOLE |  | 343 | 0 | 171 |
| HOME DEPOT INC | COM | 437076102 |  | 491031 | 1427 | SH |  | SOLE |  | 1091 | 0 | 336 |
| INTEL CORP | COM | 458140100 |  | 382912 | 10377 | SH |  | SOLE |  | 3004 | 0 | 7373 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 236173 | 417 | SH |  | SOLE |  | 289 | 0 | 128 |
| ISHARES TR | U.S. UTILITS ETF | 464287697 |  | 205884 | 1900 | SH |  | SOLE |  | 500 | 0 | 1400 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 876017 | 4233 | SH |  | SOLE |  | 2965 | 0 | 1268 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1108115 | 3439 | SH |  | SOLE |  | 2853 | 0 | 586 |
| KEURIG DR PEPPER INC | COM | 49271V100 |  | 245087 | 8750 | SH |  | SOLE |  | 1209 | 0 | 7541 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 322436 | 1738 | SH |  | SOLE |  | 808 | 0 | 930 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 332104 | 3908 | SH |  | SOLE |  | 2923 | 0 | 985 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 266030 | 466 | SH |  | SOLE |  | 454 | 0 | 12 |
| MCDONALDS CORP | COM | 580135101 |  | 444081 | 1453 | SH |  | SOLE |  | 774 | 0 | 679 |
| MERCK  CO INC | COM | 58933Y105 |  | 315464 | 2997 | SH |  | SOLE |  | 2627 | 0 | 370 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2031101 | 3077 | SH |  | SOLE |  | 1959 | 0 | 1118 |
| MICROSOFT CORP | COM | 594918104 |  | 2760040 | 5707 | SH |  | SOLE |  | 3357 | 0 | 2350 |
| NETFLIX INC | COM | 64110L106 |  | 4479101 | 47772 | SH |  | SOLE |  | 24200 | 0 | 23572 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 857339 | 1504 | SH |  | SOLE |  | 895 | 0 | 609 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 7785188 | 41743 | SH |  | SOLE |  | 21907 | 0 | 19836 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 11216754 | 63104 | SH |  | SOLE |  | 32069 | 0 | 31035 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 1907758 | 10357 | SH |  | SOLE |  | 5106 | 0 | 5251 |
| PFIZER INC | COM | 717081103 |  | 246758 | 9910 | SH |  | SOLE |  | 7816 | 0 | 2094 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 438673 | 3061 | SH |  | SOLE |  | 2155 | 0 | 906 |
| REDDIT INC | CL A | 75734B100 |  | 1792986 | 7800 | SH |  | SOLE |  | 3689 | 0 | 4111 |
| ROBLOX CORP | CL A | 771049103 |  | 2378879 | 29358 | SH |  | SOLE |  | 13712 | 0 | 15646 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 684989 | 4425 | SH |  | SOLE |  | 2156 | 0 | 2269 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 1798418 | 5918 | SH |  | SOLE |  | 3001 | 0 | 2917 |
| TESLA INC | COM | 88160R101 |  | 2880457 | 6405 | SH |  | SOLE |  | 4524 | 0 | 1881 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 |  | 294689 | 1026 | SH |  | SOLE |  | 600 | 0 | 426 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 472579 | 2903 | SH |  | SOLE |  | 2091 | 0 | 812 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 250760 | 514 | SH |  | SOLE |  | 505 | 0 | 9 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 254615 | 406 | SH |  | SOLE |  | 340 | 0 | 66 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2330835 | 6952 | SH |  | SOLE |  | 3978 | 0 | 2974 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 205714 | 936 | SH |  | SOLE |  | 436 | 0 | 500 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 209826 | 1462 | SH |  | SOLE |  | 1462 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 5179728 | 6872 | SH |  | SOLE |  | 3846 | 0 | 3026 |
| VISA INC | COM CL A | 92826C839 |  | 2618316 | 7466 | SH |  | SOLE |  | 4109 | 0 | 3357 |
| WALMART INC | COM | 931142103 |  | 2276478 | 20433 | SH |  | SOLE |  | 10264 | 0 | 10169 |

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