Holdings
Summit Wealth Group LLC / Co
As of Jun 30, 2026, Summit Wealth Group LLC / Co reported 165 positions worth US$176M. Largest: Apple Inc, Nvidia Corporation and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 97,815 | US$28.3M | −546 | Jun 30, 2026 |
| Nvidia Corporation | 90,245 | US$18.1M | +2,296 | Jun 30, 2026 |
| Amazon.com, Inc. | 37,083 | US$8.84M | −545 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 22,445 | US$8.02M | +2,561 | Jun 30, 2026 |
| Microsoft Corp. | 15,314 | US$5.71M | +894 | Jun 30, 2026 |
| Tesla, Inc. | 9,396 | US$3.95M | +794 | Jun 30, 2026 |
| Micron Technology, Inc. | 2,968 | US$3.43M | +489 | Jun 30, 2026 |
| Eli Lilly And Company | 2,222 | US$2.67M | +183 | Jun 30, 2026 |
| Aflac Incorporated | 21,928 | US$2.57M | −140 | Jun 30, 2026 |
| Walmart Inc. | 22,345 | US$2.53M | +6,900 | Jun 30, 2026 |