SUMMIT WEALTH GROUP, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ESPR | 341K | $1.26M |
 | NVDA | 25K | $4.73M |
 | AAPL | 20K | $5.31M |
 | NBBK | 15K | $304.04K |
 | BHC | 12K | $82.83K |
 | PFE | 8K | $203.41K |
 | PG | 8K | $1.11M |
 | MSFT | 7K | $3.25M |
 | AMZN | 6K | $1.32M |
 | WPC | 5K | $321.55K |
 | CSCO | 5K | $382.87K |
 | BAC | 5K | $250.19K |
 | MLI | 4K | $510.99K |
 | MRK | 4K | $459.59K |
 | XOM | 4K | $472.84K |
 | SUI | 4K | $481.64K |
 | MS | 3K | $562.00K |
 | GOOGL | 3K | $982.51K |
 | MU | 3K | $884.49K |
 | JPM | 3K | $953.16K |
Esperion Therapeutics, Inc.
ESPR
Shares Held
341K
Value
$1.26M
NVIDIA Corporation
NVDA
Shares Held
25K
Value
$4.73M
Apple Inc.
AAPL
Shares Held
20K
Value
$5.31M
NB Bancorp, Inc. Common Stock
NBBK
Shares Held
15K
Value
$304.04K
Bausch Health Companies Inc.
BHC
Shares Held
12K
Value
$82.83K
Pfizer Inc.
PFE
Shares Held
8K
Value
$203.41K
The Procter & Gamble Company
PG
Shares Held
8K
Value
$1.11M
Microsoft Corporation
MSFT
Shares Held
7K
Value
$3.25M
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.32M
W. P. Carey Inc.
WPC
Shares Held
5K
Value
$321.55K
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$382.87K
Bank of America Corporation
BAC
Shares Held
5K
Value
$250.19K
Mueller Industries, Inc.
MLI
Shares Held
4K
Value
$510.99K
Merck & Co., Inc.
MRK
Shares Held
4K
Value
$459.59K
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$472.84K
Sun Communities, Inc.
SUI
Shares Held
4K
Value
$481.64K
Morgan Stanley
MS
Shares Held
3K
Value
$562.00K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$982.51K
Micron Technology, Inc.
MU
Shares Held
3K
Value
$884.49K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$953.16K