Stock Taper 
SUMMIT WEALTH PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Walt Disney Company | DIS | 9.25K | $890.16K |
 Oracle Corporation | ORCL | 8.88K | $1.3M |
 Cisco Systems, Inc. | CSCO | 8.88K | $1.04M |
 Hewlett Packard Enterprise Company | HPE | 8.85K | $399.13K |
 SouthState Bank Corp. | SSB | 8.8K | $879.62K |
 Altria Group, Inc. | MO | 8.73K | $627.95K |
 Alphabet Inc. | GOOGL | 8.39K | $3M |
 Regions Financial Corporation | RF | 7.5K | $226.5K |
 Morgan Stanley | MS | 7.5K | $1.57M |
 Applied Materials, Inc. | AMAT | 7.22K | $5.22M |
 Wells Fargo & Company | WFC | 7.07K | $584.46K |
 Broadcom Inc. | AVGO | 6.99K | $2.64M |
 Exxon Mobil Corporation | XOM | 6.8K | $929.26K |
 Philip Morris International Inc. | PM | 6.16K | $1.11M |
 Starbucks Corporation | SBUX | 6.13K | $626.6K |
 Mondelez International, Inc. | MDLZ | 5.67K | $327.84K |
 Intel Corp. | INTC | 5.48K | $765.73K |
 The Home Depot, Inc. | HD | 5.29K | $1.87M |
 NextEra Energy, Inc. | NEE | 5.19K | $455.38K |
 3M Company | MMM | 5.04K | $816.06K |