Stock Taper 
SUMMIT WEALTH GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 UnitedHealth Group Incorporated | UNH | 1.74K | $723.2K |
 The Home Depot, Inc. | HD | 1.77K | $622.68K |
 GE Aerospace | GE | 1.89K | $704.45K |
 Johnson & Johnson | JNJ | 2.03K | $516.08K |
 Oracle Corporation | ORCL | 2.19K | $321.68K |
 ConocoPhillips | COP | 2.21K | $229.54K |
 PepsiCo, Inc. | PEP | 2.37K | $320.44K |
 Chevron Corporation | CVX | 2.48K | $410.92K |
 RTX Corporation | RTX | 2.54K | $482.29K |
 JPMorgan Chase & Co. | JPM | 2.87K | $938.81K |
 Alphabet Inc. | GOOG | 2.9K | $1.03M |
 Morgan Stanley | MS | 3.17K | $661.75K |
 Alphabet Inc. | GOOGL | 3.4K | $1.21M |
 Sun Communities, Inc. | SUI | 3.89K | $466.09K |
 Exxon Mobil Corporation | XOM | 4.03K | $550.67K |
 Micron Technology, Inc. | MU | 4.08K | $4.71M |
 Merck & Co., Inc. | MRK | 4.3K | $552.82K |
 Bank of America Corporation | BAC | 4.36K | $248.38K |
 Cisco Systems, Inc. | CSCO | 4.41K | $517.82K |
 Mueller Industries, Inc. | MLI | 4.43K | $544.85K |