Holdings
Summit Wealth Group, LLC
As of Jun 30, 2026, Summit Wealth Group, LLC reported 50 positions worth US$47.7M. Largest: Apple Inc, Micron Technology, Inc. and Coherent Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 18,594 | US$5.38M | −179 | Jun 30, 2026 |
| Micron Technology, Inc. | 4,079 | US$4.71M | +952 | Jun 30, 2026 |
| Coherent Corp. | 10,288 | US$4.06M | no change | Jun 30, 2026 |
| Analog Devices, Inc. | 9,879 | US$3.92M | no change | Jun 30, 2026 |
| Nvidia Corporation | 18,565 | US$3.71M | −8,458 | Jun 30, 2026 |
| Microsoft Corp. | 7,085 | US$2.64M | −367 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 6,267 | US$2.24M | −14 | Jun 30, 2026 |
| Esperion Therapeutics, Inc. | 500K | US$1.58M | +94,339 | Jun 30, 2026 |
| Amazon.com, Inc. | 6,503 | US$1.55M | −256 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 6,832 | US$1M | −795 | Jun 30, 2026 |