Stock Taper

SUMMIT WEALTH GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Alphabet Inc.GOOG2.9K$1.03M
JPMorgan Chase & Co.JPM2.87K$938.81K
RTX CorporationRTX2.54K$482.29K
Chevron CorporationCVX2.48K$410.92K
PepsiCo, Inc.PEP2.37K$320.44K
ConocoPhillipsCOP2.21K$229.54K
Oracle CorporationORCL2.19K$321.68K
Johnson & JohnsonJNJ2.03K$516.08K
GE AerospaceGE1.89K$704.45K
The Home Depot, Inc.HD1.77K$622.68K
UnitedHealth Group IncorporatedUNH1.74K$723.2K
Broadcom Inc.AVGO1.67K$629.33K
Tesla, Inc.TSLA1.61K$677.59K
Fortinet, Inc.FTNT1.37K$210.15K
Amphenol CorporationAPH1.35K$237.68K
Norfolk Southern CorporationNSC1.22K$384.74K
International Business Machines CorporationIBM1.06K$299.22K
Texas Instruments IncorporatedTXN923$275.12K
Meta Platforms, Inc.META895$504.14K
Visa Inc.V841$288.54K