
SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | RUN | 103K | $1.29M |
![]() | AMZN | 79K | $10.02M |
![]() | CSCO | 61K | $3.27M |
![]() | GOOG | 59K | $7.75M |
![]() | VIVK | 57K | $57.79K |
![]() | AAPL | 51K | $8.80M |
![]() | PBR | 47K | $702.67K |
![]() | T | 43K | $643.05K |
![]() | ATEC | 40K | $518.62K |
![]() | HOLX | 40K | $199.02K |
![]() | FRO | 38K | $716.78K |
![]() | RYAN | 38K | $1.84M |
![]() | VZ | 37K | $1.21M |
![]() | PYPL | 36K | $2.13M |
![]() | MSFT | 34K | $10.88M |
![]() | BAC | 34K | $922.62K |
![]() | PCG | 31K | $497.87K |
![]() | WFC | 30K | $1.25M |
![]() | NVO | 29K | $2.68M |
![]() | PFE | 26K | $877.89K |

Sunrun Inc.
RUN
Shares Held
103K
Value
$1.29M

Amazon.com, Inc.
AMZN
Shares Held
79K
Value
$10.02M

Cisco Systems, Inc.
CSCO
Shares Held
61K
Value
$3.27M

Alphabet Inc.
GOOG
Shares Held
59K
Value
$7.75M

Vivakor, Inc.
VIVK
Shares Held
57K
Value
$57.79K

Apple Inc.
AAPL
Shares Held
51K
Value
$8.80M

Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
47K
Value
$702.67K

AT&T Inc.
T
Shares Held
43K
Value
$643.05K

Alphatec Holdings, Inc.
ATEC
Shares Held
40K
Value
$518.62K

Hologic, Inc.
HOLX
Shares Held
40K
Value
$199.02K

Frontline Ltd.
FRO
Shares Held
38K
Value
$716.78K

Ryan Specialty Holdings, Inc.
RYAN
Shares Held
38K
Value
$1.84M

Verizon Communications Inc.
VZ
Shares Held
37K
Value
$1.21M

PayPal Holdings, Inc.
PYPL
Shares Held
36K
Value
$2.13M

Microsoft Corporation
MSFT
Shares Held
34K
Value
$10.88M

Bank of America Corporation
BAC
Shares Held
34K
Value
$922.62K

Pacific Gas & Electric Co.
PCG
Shares Held
31K
Value
$497.87K

Wells Fargo & Company
WFC
Shares Held
30K
Value
$1.25M

Novo Nordisk A/S
NVO
Shares Held
29K
Value
$2.68M

Pfizer Inc.
PFE
Shares Held
26K
Value
$877.89K
