SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 98K | $24.96M |
 | NVDA | 88K | $15.34M |
 | FSCO | 63K | $322.40K |
 | AMZN | 38K | $7.84M |
 | AHR | 26K | $1.25M |
 | AFL | 22K | $2.42M |
 | T | 22K | $628.39K |
 | ELVA | 21K | $165.78K |
 | F | 19K | $216.39K |
 | UPS | 16K | $1.60M |
 | WMT | 15K | $1.92M |
 | WPC | 15K | $1.02M |
 | XOM | 15K | $2.53M |
 | MSFT | 14K | $5.34M |
 | RNST | 13K | $472.15K |
 | GOOGL | 12K | $3.51M |
 | VZ | 12K | $608.31K |
 | FSK | 11K | $114.14K |
 | CSCO | 10K | $766.20K |
 | PFE | 9K | $253.14K |
Apple Inc.
AAPL
Shares Held
98K
Value
$24.96M
NVIDIA Corporation
NVDA
Shares Held
88K
Value
$15.34M
FS Credit Opportunities Corp.
FSCO
Shares Held
63K
Value
$322.40K
Amazon.com, Inc.
AMZN
Shares Held
38K
Value
$7.84M
American Healthcare REIT, Inc.
AHR
Shares Held
26K
Value
$1.25M
Aflac Incorporated
AFL
Shares Held
22K
Value
$2.42M
AT&T Inc.
T
Shares Held
22K
Value
$628.39K
Electrovaya Inc.
ELVA
Shares Held
21K
Value
$165.78K
Ford Motor Company
F
Shares Held
19K
Value
$216.39K
United Parcel Service, Inc.
UPS
Shares Held
16K
Value
$1.60M
Walmart Inc.
WMT
Shares Held
15K
Value
$1.92M
W. P. Carey Inc.
WPC
Shares Held
15K
Value
$1.02M
Exxon Mobil Corporation
XOM
Shares Held
15K
Value
$2.53M
Microsoft Corporation
MSFT
Shares Held
14K
Value
$5.34M
Renasant Corporation
RNST
Shares Held
13K
Value
$472.15K
Alphabet Inc.
GOOGL
Shares Held
12K
Value
$3.51M
Verizon Communications Inc.
VZ
Shares Held
12K
Value
$608.31K
FS KKR Capital Corp.
FSK
Shares Held
11K
Value
$114.14K
Cisco Systems, Inc.
CSCO
Shares Held
10K
Value
$766.20K
Pfizer Inc.
PFE
Shares Held
9K
Value
$253.14K