Stock Taper 
SUMMIT WEALTH GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 W. P. Carey Inc. | WPC | 5.02K | $359.16K |
 Amazon.com, Inc. | AMZN | 6.5K | $1.55M |
 The Procter & Gamble Company | PG | 6.83K | $1M |
 Microsoft Corporation | MSFT | 7.08K | $2.64M |
 Analog Devices, Inc. | ADI | 9.88K | $3.92M |
 Coherent, Inc. | COHR | 10.29K | $4.06M |
 Bausch Health Companies Inc. | BHC | 11.92K | $58.76K |
 NB Bancorp, Inc. Common Stock | NBBK | 15.34K | $324.13K |
 NVIDIA Corporation | NVDA | 18.57K | $3.71M |
 Apple Inc. | AAPL | 18.59K | $5.38M |
| ET ESPERION THERAPEUTICS INC NE | ESPR | 499.71K | $1.58M |