Stock Taper 
SUMMIT WEALTH GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
| ET ESPERION THERAPEUTICS INC NE | ESPR | 499.71K | $1.58M |
 Apple Inc. | AAPL | 18.59K | $5.38M |
 NVIDIA Corporation | NVDA | 18.57K | $3.71M |
 NB Bancorp, Inc. Common Stock | NBBK | 15.34K | $324.13K |
 Bausch Health Companies Inc. | BHC | 11.92K | $58.76K |
 Coherent, Inc. | COHR | 10.29K | $4.06M |
 Analog Devices, Inc. | ADI | 9.88K | $3.92M |
 Microsoft Corporation | MSFT | 7.08K | $2.64M |
 The Procter & Gamble Company | PG | 6.83K | $1M |
 Amazon.com, Inc. | AMZN | 6.5K | $1.55M |
 W. P. Carey Inc. | WPC | 5.02K | $359.16K |
 Mueller Industries, Inc. | MLI | 4.43K | $544.85K |
 Cisco Systems, Inc. | CSCO | 4.41K | $517.82K |
 Bank of America Corporation | BAC | 4.36K | $248.38K |
 Merck & Co., Inc. | MRK | 4.3K | $552.82K |
 Micron Technology, Inc. | MU | 4.08K | $4.71M |
 Exxon Mobil Corporation | XOM | 4.03K | $550.67K |
 Sun Communities, Inc. | SUI | 3.89K | $466.09K |
 Alphabet Inc. | GOOGL | 3.4K | $1.21M |
 Morgan Stanley | MS | 3.17K | $661.75K |