Stock Taper

SUMMIT WEALTH GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ASML Holding N.V.ASML103$204.91K
The Goldman Sachs Group, Inc.GS259$261.94K
Eli Lilly and CompanyLLY353$423.4K
Caterpillar Inc.CAT399$424.89K
GE Vernova Inc.GEV419$492.27K
Mastercard IncorporatedMA530$272.3K
Axon Enterprise, Inc.AXON560$313.94K
Lockheed Martin CorporationLMT565$287.65K
Eaton Corporation plcETN661$281.67K
Taiwan Semiconductor Manufacturing Company LimitedTSM776$370.59K
Applied Materials, Inc.AMAT809$584.91K
Visa Inc.V841$288.54K
Meta Platforms, Inc.META895$504.14K
Texas Instruments IncorporatedTXN923$275.12K
International Business Machines CorporationIBM1.06K$299.22K
Norfolk Southern CorporationNSC1.22K$384.74K
Amphenol CorporationAPH1.35K$237.68K
Fortinet, Inc.FTNT1.37K$210.15K
Tesla, Inc.TSLA1.61K$677.59K
Broadcom Inc.AVGO1.67K$629.33K