Summit Wealth Group LLC / Co
Summit Wealth Group LLC / Co reported 394 holdings worth US$1.24B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Summit Wealth Group LLC / Co reported 394 holdings worth US$1.24B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Amazon.com, Inc. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 394
- Value as reported
- US$1.24B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 97,815 | US$28.3M | 2.3% |
| Nvidia Corporation | 90,245 | US$18.1M | 1.5% |
| Amazon.com, Inc. | 37,083 | US$8.84M | 0.71% |
| Alphabet Inc (google) Class C | 22,445 | US$8.02M | 0.65% |
| Microsoft Corp. | 15,314 | US$5.71M | 0.46% |
| Tesla, Inc. | 9,396 | US$3.95M | 0.32% |
| Micron Technology, Inc. | 2,968 | US$3.43M | 0.28% |
| Eli Lilly And Company | 2,222 | US$2.67M | 0.21% |
| Aflac Incorporated | 21,928 | US$2.57M | 0.21% |
| Walmart Inc. | 22,345 | US$2.53M | 0.20% |
| Caterpillar, Inc. | 2,254 | US$2.4M | 0.19% |
| Meta Platforms, Inc. | 3,807 | US$2.14M | 0.17% |
| Exxon Mobil Corporation | 15,637 | US$2.14M | 0.17% |
| Applied Materials, Inc. | 2,839 | US$2.05M | 0.17% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 4,296 | US$2.05M | 0.17% |
| United Parcel Service, Inc. | 17,871 | US$1.92M | 0.15% |
| Broadcom Inc. | 5,071 | US$1.92M | 0.15% |
| Jp Morgan Chase & Co. | 5,743 | US$1.88M | 0.15% |
| Berkshire Hathaway Inc. | 3,711 | US$1.86M | 0.15% |
| Hca Healthcare, Inc. | 4,281 | US$1.67M | 0.13% |
| Costco Wholesale Corporation | 1,768 | US$1.65M | 0.13% |
| Quanta Services, Inc. | 2,280 | US$1.64M | 0.13% |
| Johnson & Johnson | 5,881 | US$1.49M | 0.12% |
| American Healthcare Reit, Inc. | 28,126 | US$1.47M | 0.12% |
| Intel Corporation | 10,251 | US$1.43M | 0.12% |
| Advanced Micro Devices Inc | 2,360 | US$1.37M | 0.11% |
| Lowe's Companies, Inc. | 5,901 | US$1.3M | 0.10% |
| Cisco Systems, Inc. | 10,897 | US$1.28M | 0.10% |
| Procter & Gamble Company (the) | 8,640 | US$1.27M | 0.10% |
| Crowdstrike Holdings, Inc. | 1,576 | US$1.2M | 0.10% |
| Oracle Corporation | 7,268 | US$1.07M | 0.09% |
| W. P. Carey Inc. Reit | 14,302 | US$1.02M | 0.08% |
| Asml Holding Nv | 507 | US$1.01M | 0.08% |
| Home Depot, Inc. (the) | 2,831 | US$998K | 0.08% |
| Visa Inc. | 2,843 | US$975K | 0.08% |
| S&p Global Inc. | 2,238 | US$911K | 0.07% |
| Chevron Corporation | 5,134 | US$851K | 0.07% |
| Coca-cola Company (the) | 10,399 | US$845K | 0.07% |
| Boeing Company (the) | 3,722 | US$806K | 0.06% |
| Abbvie Inc. | 3,165 | US$797K | 0.06% |
| Goldman Sachs Group, Inc. (the) | 783 | US$792K | 0.06% |
| Servicenow, Inc. | 7,914 | US$786K | 0.06% |
| Unitedhealth Group Incorporated | 1,881 | US$782K | 0.06% |
| Amgen Inc. | 2,129 | US$771K | 0.06% |
| Sysco Corporation | 8,989 | US$751K | 0.06% |
| Merck & Company, Inc. | 5,779 | US$743K | 0.06% |
| Renasant Corporation | 17,007 | US$723K | 0.06% |
| Western Digital Corporation | 1,119 | US$715K | 0.06% |
| Southern Company (the) | 7,444 | US$713K | 0.06% |
| Wells Fargo & Company | 8,613 | US$712K | 0.06% |
| Deere & Company | 1,091 | US$692K | 0.06% |
| General Dynamics Corporation | 1,937 | US$686K | 0.06% |
| Mcdonald's Corporation | 2,470 | US$668K | 0.05% |
| Lam Research Corporation | 1,490 | US$646K | 0.05% |
| Parker-hannifin Corporation | 657 | US$643K | 0.05% |
| Everus Construction Group, Inc. | 3,844 | US$638K | 0.05% |
| 3m Company | 3,865 | US$626K | 0.05% |
| Rtx Corporation | 3,234 | US$614K | 0.05% |
| Lockheed Martin Corporation | 1,192 | US$607K | 0.05% |
| Ge Vernova Inc. | 510 | US$599K | 0.05% |
| Leidos Holdings, Inc. | 5,638 | US$581K | 0.05% |
| Palo Alto Networks, Inc. | 1,690 | US$576K | 0.05% |
| Verizon Communications Inc. | 13,313 | US$564K | 0.05% |
| Union Pacific Corporation | 2,061 | US$561K | 0.05% |
| Nextera Energy, Inc. | 6,359 | US$558K | 0.04% |
| International Business Machines Corporation | 1,955 | US$550K | 0.04% |
| Texas Instruments Incorporated | 1,774 | US$529K | 0.04% |
| Packaging Corporation Of America | 2,126 | US$507K | 0.04% |
| Pepsico, Inc. | 3,703 | US$501K | 0.04% |
| Space Exploration Technologies Corp | 2,897 | US$495K | 0.04% |
| Mastercard Incorporated | 958 | US$492K | 0.04% |
| Palantir Technologies Inc. | 4,124 | US$481K | 0.04% |
| Morgan Stanley | 2,295 | US$480K | 0.04% |
| Marvell Technology, Inc. | 1,609 | US$479K | 0.04% |
| Bank Of America Corporation | 7,976 | US$454K | 0.04% |
| Howmet Aerospace Inc. | 1,684 | US$453K | 0.04% |
| At&t Inc. | 21,834 | US$452K | 0.04% |
| Kla Corporation | 1,489 | US$449K | 0.04% |
| Corning Incorporated | 1,722 | US$440K | 0.04% |
| Philip Morris International Inc | 2,429 | US$439K | 0.04% |
| Ge Aerospace | 1,158 | US$433K | 0.03% |
| Ryder System, Inc. | 1,598 | US$422K | 0.03% |
| The Bank Of New York Mellon Corporation | 2,866 | US$415K | 0.03% |
| Gilead Sciences, Inc. | 3,134 | US$396K | 0.03% |
| Walt Disney Company (the) | 4,052 | US$390K | 0.03% |
| Shopify Inc. | 3,372 | US$385K | 0.03% |
| Citigroup, Inc. | 2,743 | US$384K | 0.03% |
| Cvs Health Corporation | 3,689 | US$382K | 0.03% |
| American Express Company | 1,128 | US$381K | 0.03% |
| Snowflake Inc. | 1,477 | US$376K | 0.03% |
| Black Hills Corporation | 5,046 | US$375K | 0.03% |
| Jacobs Solutions Inc. | 2,958 | US$373K | 0.03% |
| Intuitive Surgical, Inc. | 932 | US$371K | 0.03% |
| Allstate Corporation (the) | 1,552 | US$369K | 0.03% |
| Idacorp, Inc. | 2,394 | US$362K | 0.03% |
| Novartis Ag | 2,287 | US$358K | 0.03% |
| Thermo Fisher Scientific Inc | 707 | US$355K | 0.03% |
| Starbucks Corporation | 3,449 | US$352K | 0.03% |
| Dominion Energy, Inc. | 5,094 | US$348K | 0.03% |
| Illinois Tool Works Inc. | 1,268 | US$343K | 0.03% |
Every holding of Summit Wealth Group LLC / Co
Source
View original at SEC
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