SUMMIT WEALTH GROUP, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ESPR | 405K | $1.11M |
 | NVDA | 27K | $4.71M |
 | AAPL | 19K | $4.76M |
 | NBBK | 15K | $323.21K |
 | BHC | 12K | $64.36K |
 | COHR | 10K | $2.45M |
 | ADI | 10K | $3.14M |
 | PFE | 8K | $214.78K |
 | PG | 8K | $1.10M |
 | MSFT | 7K | $2.76M |
 | AMZN | 7K | $1.41M |
 | WPC | 5K | $340.47K |
 | CSCO | 5K | $362.30K |
 | BAC | 4K | $218.16K |
 | MLI | 4K | $494.75K |
 | MRK | 4K | $517.16K |
 | SUI | 4K | $489.61K |
 | XOM | 4K | $657.85K |
 | GOOGL | 3K | $998.92K |
 | MS | 3K | $520.98K |
Esperion Therapeutics, Inc.
ESPR
Shares Held
405K
Value
$1.11M
NVIDIA Corporation
NVDA
Shares Held
27K
Value
$4.71M
Apple Inc.
AAPL
Shares Held
19K
Value
$4.76M
NB Bancorp, Inc. Common Stock
NBBK
Shares Held
15K
Value
$323.21K
Bausch Health Companies Inc.
BHC
Shares Held
12K
Value
$64.36K
Coherent, Inc.
COHR
Shares Held
10K
Value
$2.45M
Analog Devices, Inc.
ADI
Shares Held
10K
Value
$3.14M
Pfizer Inc.
PFE
Shares Held
8K
Value
$214.78K
The Procter & Gamble Company
PG
Shares Held
8K
Value
$1.10M
Microsoft Corporation
MSFT
Shares Held
7K
Value
$2.76M
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.41M
W. P. Carey Inc.
WPC
Shares Held
5K
Value
$340.47K
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$362.30K
Bank of America Corporation
BAC
Shares Held
4K
Value
$218.16K
Mueller Industries, Inc.
MLI
Shares Held
4K
Value
$494.75K
Merck & Co., Inc.
MRK
Shares Held
4K
Value
$517.16K
Sun Communities, Inc.
SUI
Shares Held
4K
Value
$489.61K
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$657.85K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$998.92K
Morgan Stanley
MS
Shares Held
3K
Value
$520.98K