# EDGAR Filing Document

**Accession Number:** 0002111007
**File Stem:** 0001172661-26-001608
**Filing Date:** 2026-5
**Character Count:** 10825
**Document Hash:** 2b6c9b951fa8278314ccb9d836283b2d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-001608.hdr.sgml**: 20260506

**ACCESSION NUMBER**: 0001172661-26-001608

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260506

**DATE AS OF CHANGE**: 20260506

**EFFECTIVENESS DATE**: 20260506

**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:** 26947115

**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:** 03-31-2026

**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  05-06-2026<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:** 73

**Form 13F Information Table Value Total:** $127185587

      (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 LABORATORIES | COM | 002824100 |  | 2176944 | 21203 | SH |  | SOLE |  | 10939 | 0 | 10264 |
| ABBVIE INC | COM | 00287Y109 |  | 1458485 | 6706 | SH |  | SOLE |  | 4098 | 0 | 2608 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 799278 | 3929 | SH |  | SOLE |  | 2210 | 0 | 1719 |
| AEHR TEST SYS | COM | 00760J108 |  | 664880 | 17931 | SH |  | SOLE |  | 9288 | 0 | 8643 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4165899 | 14487 | SH |  | SOLE |  | 11148 | 0 | 3339 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1888112 | 6582 | SH |  | SOLE |  | 4890 | 0 | 1692 |
| AMAZON COM INC | COM | 023135106 |  | 6702125 | 32180 | SH |  | SOLE |  | 14851 | 0 | 17329 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 248442 | 821 | SH |  | SOLE |  | 375 | 0 | 446 |
| APPLE INC | COM | 037833100 |  | 12676232 | 49948 | SH |  | SOLE |  | 24262 | 0 | 25686 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 6681005 | 13942 | SH |  | SOLE |  | 7594 | 0 | 6348 |
| BROADCOM INC | COM | 11135F101 |  | 7041986 | 22752 | SH |  | SOLE |  | 14023 | 0 | 8729 |
| CATERPILLAR INC | COM | 149123101 |  | 210413 | 297 | SH |  | SOLE |  | 258 | 0 | 39 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 1416246 | 4991 | SH |  | SOLE |  | 4991 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 313660 | 1516 | SH |  | SOLE |  | 808 | 0 | 708 |
| CISCO SYS INC | COM | 17275R102 |  | 857989 | 11058 | SH |  | SOLE |  | 4941 | 0 | 6117 |
| COCA COLA CO | COM | 191216100 |  | 660573 | 8686 | SH |  | SOLE |  | 5983 | 0 | 2703 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 402285 | 4720 | SH |  | SOLE |  | 4710 | 0 | 10 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 10216722 | 10253 | SH |  | SOLE |  | 5746 | 0 | 4507 |
| DISNEY WALT CO | COM | 254687106 |  | 405082 | 4203 | SH |  | SOLE |  | 2947 | 0 | 1256 |
| ELI LILLY  CO | COM | 532457108 |  | 1259237 | 1369 | SH |  | SOLE |  | 939 | 0 | 430 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2822800 | 16638 | SH |  | SOLE |  | 9226 | 0 | 7412 |
| FEDEX CORP | COM | 31428X106 |  | 1249484 | 3508 | SH |  | SOLE |  | 1682 | 0 | 1826 |
| FREEPORT MCMORAN INC | CL B | 35671D857 |  | 930044 | 15822 | SH |  | SOLE |  | 8860 | 0 | 6962 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 |  | 418864 | 12609 | SH |  | SOLE |  | 7770 | 0 | 4839 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 575276 | 680 | SH |  | SOLE |  | 496 | 0 | 184 |
| HOME DEPOT INC | COM | 437076102 |  | 496953 | 1511 | SH |  | SOLE |  | 1199 | 0 | 312 |
| HOULIHAN LOKEY INC | CL A | 441593100 |  | 268426 | 1869 | SH |  | SOLE |  | 1869 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 457940 | 10377 | SH |  | SOLE |  | 3004 | 0 | 7373 |
| ISHARES TR | GLOB HLTHCRE ETF | 464287325 |  | 361438 | 3864 | SH |  | SOLE |  | 2383 | 0 | 1481 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 |  | 363739 | 6818 | SH |  | SOLE |  | 4281 | 0 | 2537 |
| ISHARES TR | U.S. UTILITS ETF | 464287697 |  | 225718 | 1944 | SH |  | SOLE |  | 544 | 0 | 1400 |
| ISHARES TR | US INFRASTRUC | 46435U713 |  | 397196 | 6944 | SH |  | SOLE |  | 4245 | 0 | 2699 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1231244 | 5037 | SH |  | SOLE |  | 3694 | 0 | 1343 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1494627 | 5081 | SH |  | SOLE |  | 4479 | 0 | 602 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 763947 | 1264 | SH |  | SOLE |  | 606 | 0 | 658 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 277520 | 1600 | SH |  | SOLE |  | 808 | 0 | 792 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 232842 | 466 | SH |  | SOLE |  | 454 | 0 | 12 |
| MCDONALDS CORP | COM | 580135101 |  | 547613 | 1762 | SH |  | SOLE |  | 1056 | 0 | 706 |
| MERCK  CO INC | COM | 58933Y105 |  | 389137 | 3235 | SH |  | SOLE |  | 2865 | 0 | 370 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2267926 | 3964 | SH |  | SOLE |  | 2854 | 0 | 1110 |
| MICROSOFT CORP | COM | 594918104 |  | 2107038 | 5692 | SH |  | SOLE |  | 3494 | 0 | 2198 |
| NETFLIX INC. | COM | 64110L106 |  | 4612714 | 47974 | SH |  | SOLE |  | 24785 | 0 | 23189 |
| NEWMARK GROUP INC | CL A | 65158N102 |  | 246046 | 16414 | SH |  | SOLE |  | 16414 | 0 | 0 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 1233955 | 1809 | SH |  | SOLE |  | 1159 | 0 | 650 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 7832561 | 44911 | SH |  | SOLE |  | 25120 | 0 | 19791 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 9282342 | 63456 | SH |  | SOLE |  | 33080 | 0 | 30376 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 1690418 | 10544 | SH |  | SOLE |  | 5295 | 0 | 5249 |
| PEPSICO INC | COM | 713448108 |  | 296604 | 1910 | SH |  | SOLE |  | 1373 | 0 | 537 |
| PFIZER INC | COM | 717081103 |  | 328537 | 11700 | SH |  | SOLE |  | 9606 | 0 | 2094 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 527208 | 3650 | SH |  | SOLE |  | 2716 | 0 | 934 |
| SANDISK CORP | COM | 80004C200 |  | 214745 | 338 | SH |  | SOLE |  | 338 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 615380 | 20058 | SH |  | SOLE |  | 12554 | 0 | 7504 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 622799 | 4248 | SH |  | SOLE |  | 2118 | 0 | 2130 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 396240 | 2450 | SH |  | SOLE |  | 1532 | 0 | 918 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 |  | 227241 | 6412 | SH |  | SOLE |  | 0 | 0 | 6412 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 2154430 | 6375 | SH |  | SOLE |  | 3370 | 0 | 3005 |
| TESLA INC | COM | 88160R101 |  | 2527910 | 6800 | SH |  | SOLE |  | 4769 | 0 | 2031 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 |  | 640179 | 1349 | SH |  | SOLE |  | 800 | 0 | 549 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 871451 | 3527 | SH |  | SOLE |  | 2564 | 0 | 963 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 224510 | 514 | SH |  | SOLE |  | 505 | 0 | 9 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 229424 | 384 | SH |  | SOLE |  | 330 | 0 | 54 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2269126 | 7073 | SH |  | SOLE |  | 4037 | 0 | 3036 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 457140 | 8458 | SH |  | SOLE |  | 5165 | 0 | 3293 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 201296 | 936 | SH |  | SOLE |  | 436 | 0 | 500 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 379036 | 5915 | SH |  | SOLE |  | 3368 | 0 | 2547 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 216522 | 1462 | SH |  | SOLE |  | 1462 | 0 | 0 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 442476 | 5002 | SH |  | SOLE |  | 3213 | 0 | 1789 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 366827 | 1347 | SH |  | SOLE |  | 839 | 0 | 508 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 4505061 | 6457 | SH |  | SOLE |  | 3519 | 0 | 2938 |
| VISA INC | COM CL A | 92826C839 |  | 2371883 | 7848 | SH |  | SOLE |  | 4563 | 0 | 3285 |
| WALMART INC | COM | 931142103 |  | 2446988 | 19689 | SH |  | SOLE |  | 10866 | 0 | 8823 |
| WESTERN DIGITAL CORP | COM | 958102105 |  | 275088 | 1017 | SH |  | SOLE |  | 1017 | 0 | 0 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 354083 | 4031 | SH |  | SOLE |  | 2400 | 0 | 1631 |

---