Stock Taper 
SUMMIT WEALTH PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American Express Company | AXP | 2.38K | $805.71K |
 International Business Machines Corporation | IBM | 2.44K | $687.2K |
 Marriott International, Inc. | MAR | 2.45K | $907.95K |
 Automatic Data Processing, Inc. | ADP | 2.86K | $640.27K |
 Palantir Technologies Inc. | PLTR | 2.88K | $336.36K |
 Gilead Sciences, Inc. | GILD | 2.88K | $364.49K |
 Tesla, Inc. | TSLA | 2.92K | $1.23M |
 O'Reilly Automotive, Inc. | ORLY | 2.98K | $273.97K |
 Caterpillar Inc. | CAT | 3.01K | $3.2M |
 The Southern Company | SO | 3.19K | $305.31K |
 Target Corporation | TGT | 3.35K | $437.34K |
 Medtronic plc | MDT | 3.39K | $265.43K |
 AbbVie Inc. | ABBV | 3.7K | $930.78K |
 Sunoco LP | SUN | 3.72K | $250.83K |
 Chevron Corporation | CVX | 3.81K | $631.36K |
 The Williams Companies, Inc. | WMB | 4.17K | $309.77K |
 McDonald's Corporation | MCD | 4.28K | $1.16M |
 Wheaton Precious Metals Corp. | WPM | 4.4K | $493.98K |
 Uber Technologies, Inc. | UBER | 4.66K | $335.9K |
 3M Company | MMM | 5.04K | $816.06K |