Stock Taper

SUMMIT WEALTH GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Applied Materials, Inc.AMAT809$584.91K
Taiwan Semiconductor Manufacturing Company LimitedTSM776$370.59K
Eaton Corporation plcETN661$281.67K
Lockheed Martin CorporationLMT565$287.65K
Axon Enterprise, Inc.AXON560$313.94K
Mastercard IncorporatedMA530$272.3K
GE Vernova Inc.GEV419$492.27K
Caterpillar Inc.CAT399$424.89K
Eli Lilly and CompanyLLY353$423.4K
The Goldman Sachs Group, Inc.GS259$261.94K
ASML Holding N.V.ASML103$204.91K