Sunpointe, LLC Portfolio Holdings

Sunpointe, LLC

  • $277 Billion
  • Q3 2025

Sunpointe, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $277 Billion distributed in 256 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $20.2B, Vanguard Total Stock Market Et with a value of $10.6B, Apple Inc. with a value of $9.34B, Broadcom Inc. with a value of $8.26B, and Microsoft Corp with a value of $8.09B.

Examining the 13F form we can see an increase of $24.9B in the current position value, from $252B to 277B.

Sunpointe, LLC is based out at St. Louis, MO

Below you can find more details about Sunpointe, LLC portfolio as well as his latest detailed transactions.

Portfolio value $277 Billion
ETFs: $87.1 Billion
Technology: $63 Billion
Financial Services: $25.6 Billion
Consumer Cyclical: $21 Billion
Industrials: $13.2 Billion
Communication Services: $11.5 Billion
Healthcare: $11.1 Billion
Consumer Defensive: $10.4 Billion
Other: $13.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$20.2 Billion 7.28% of portfolio
108,072
Q3 2025 Reduced 2.89%
$0
$10.6 Billion 3.81% of portfolio
32,070
Q3 2025 Added 14.49%
$4.3T
$9.34 Billion 3.37% of portfolio
36,688
Q3 2025 Reduced 2.14%
$139B
$8.26 Billion 2.98% of portfolio
25,043
Q3 2025 Added 3.06%
$3.78T
$8.09 Billion 2.92% of portfolio
15,618
Q3 2025 Added 2.57%
$0
$6.64 Billion 2.4% of portfolio
152,991
Q3 2025 Added 9.86%
$0
$5.94 Billion 2.15% of portfolio
49,334
Q2 2025 Added 0.12%
$0
$5.29 Billion 1.91% of portfolio
68,499
Q3 2025 Reduced 0.29%
$0
$5.18 Billion 1.87% of portfolio
52,225
Q3 2025 Added 11.8%
$0
$4.87 Billion 1.76% of portfolio
73,310
Q2 2025 Reduced 2.59%
$2.39T
$4.82 Billion 1.74% of portfolio
21,952
Q3 2025 Added 0.07%
$0
$4.6 Billion 1.66% of portfolio
21,222
Q3 2025 Added 7.21%
$453B
$4.53 Billion 1.63% of portfolio
6
Q3 2025 Reduced 40.0%
$0
$4.3 Billion 1.55% of portfolio
22,645
Q3 2025 Added 13.33%
$881B
$3.83 Billion 1.38% of portfolio
12,133
Q3 2025 Added 0.14%
$0
$3.77 Billion 1.36% of portfolio
51,147
Q2 2025 Added 0.5%
$0
$3.48 Billion 1.26% of portfolio
56,659
Q2 2025 Added 0.02%
$0
$3.41 Billion 1.23% of portfolio
59,325
Q3 2025 Added 4.94%
$1.65T
$3.27 Billion 1.18% of portfolio
13,443
Q3 2025 Reduced 1.43%
$522B
$3.18 Billion 1.15% of portfolio
17,131
Q3 2025 Added 4.28%
$279B
$3.08 Billion 1.11% of portfolio
29,925
Q3 2025 Added 4.97%
$0
$3.04 Billion 1.1% of portfolio
53,261
Q3 2025 Added 6.82%
$1.74T
$2.84 Billion 1.02% of portfolio
11,646
Q3 2025 Added 9.29%
$0
$2.6 Billion 0.94% of portfolio
21,616
Q3 2025 Added 12.83%
$43.2B
$2.45 Billion 0.89% of portfolio
2,662
Q3 2025 New
$0
$2.39 Billion 0.86% of portfolio
30,322
Q2 2025 Added 0.82%
$0
$2.26 Billion 0.82% of portfolio
20,812
Q2 2025 Reduced 0.82%
$404B
$2.22 Billion 0.8% of portfolio
2,395
Q3 2025 Added 9.36%
$64.5B
$2.18 Billion 0.79% of portfolio
6,715
Q3 2025 Added 2.75%
$0
$2.18 Billion 0.79% of portfolio
3,264
Q3 2025 Added 1.75%
Capital Grp Fixed Incm ETF T
-
$2.2 Billion 0.79% of portfolio
-
Q3 2025 Added 501.05%
$1.37T
$2.17 Billion 0.78% of portfolio
2,950
Q3 2025 Reduced 2.7%
$346B
$2.14 Billion 0.77% of portfolio
13,931
Q3 2025 Added 13.19%
$0
$2.03 Billion 0.73% of portfolio
31,139
Q3 2025 Added 6.59%
$1.46T
$1.82 Billion 0.66% of portfolio
6,506
Q3 2025 Reduced 11.29%
$29B
$1.75 Billion 0.63% of portfolio
60,391
Q3 2025 Added 27.68%
$69.1B
$1.74 Billion 0.63% of portfolio
20,616
Q3 2025 Reduced 24.73%
$1.29T
$1.72 Billion 0.62% of portfolio
3,878
Q3 2025 Added 0.08%
$141B
$1.63 Billion 0.59% of portfolio
64,045
Q3 2025 Added 18.24%
$662B
$1.52 Billion 0.55% of portfolio
3,015
Q3 2025 Reduced 1.44%
$27.1B
$1.49 Billion 0.54% of portfolio
2,733
Q3 2025 Reduced 13.51%
$0
$1.47 Billion 0.53% of portfolio
16,813
Q3 2025 Added 6.76%
Vanguard Mun Bd Fds
-
$1.38 Billion 0.5% of portfolio
-
Q3 2025 Added 24.77%
$16B
$1.36 Billion 0.49% of portfolio
5,525
Q3 2025 New
$593B
$1.35 Billion 0.49% of portfolio
4,807
Q3 2025 Reduced 13.59%
$102B
$1.21 Billion 0.44% of portfolio
8,448
Q3 2025 New
$49.5B
$1.22 Billion 0.44% of portfolio
7,189
Q3 2025 New
$140B
$1.17 Billion 0.42% of portfolio
4,667
Q3 2025 Added 31.87%
$0
$1.17 Billion 0.42% of portfolio
13,163
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 256
  • Current Value $277 Billion
  • Prior Value $252 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 33 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
Track This Portfolio

Track Sunpointe, LLC Portfolio

Follow Sunpointe, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sunpointe, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sunpointe, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email