SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FSCO | 184K | $1.16M |
 | NVDA | 68K | $12.75M |
 | AAPL | 54K | $14.65M |
 | AMZN | 24K | $5.64M |
 | AHR | 24K | $1.13M |
 | T | 18K | $449.68K |
 | PPTA | 18K | $433.99K |
 | UPS | 16K | $1.58M |
 | WMT | 14K | $1.55M |
 | AFL | 13K | $1.44M |
 | XOM | 11K | $1.37M |
 | MSFT | 9K | $4.28M |
 | AXTA | 9K | $278.90K |
 | VZ | 9K | $347.14K |
 | GOOGL | 8K | $2.66M |
 | RNST | 8K | $270.95K |
 | INTC | 7K | $274.02K |
 | CMG | 7K | $260.85K |
 | NOW | 7K | $1.07M |
 | CSCO | 7K | $515.41K |
FS Credit Opportunities Corp.
FSCO
Shares Held
184K
Value
$1.16M
NVIDIA Corporation
NVDA
Shares Held
68K
Value
$12.75M
Apple Inc.
AAPL
Shares Held
54K
Value
$14.65M
Amazon.com, Inc.
AMZN
Shares Held
24K
Value
$5.64M
American Healthcare REIT, Inc.
AHR
Shares Held
24K
Value
$1.13M
AT&T Inc.
T
Shares Held
18K
Value
$449.68K
Perpetua Resources Corp.
PPTA
Shares Held
18K
Value
$433.99K
United Parcel Service, Inc.
UPS
Shares Held
16K
Value
$1.58M
Walmart Inc.
WMT
Shares Held
14K
Value
$1.55M
Aflac Incorporated
AFL
Shares Held
13K
Value
$1.44M
Exxon Mobil Corporation
XOM
Shares Held
11K
Value
$1.37M
Microsoft Corporation
MSFT
Shares Held
9K
Value
$4.28M
Axalta Coating Systems Ltd.
AXTA
Shares Held
9K
Value
$278.90K
Verizon Communications Inc.
VZ
Shares Held
9K
Value
$347.14K
Alphabet Inc.
GOOGL
Shares Held
8K
Value
$2.66M
Renasant Corporation
RNST
Shares Held
8K
Value
$270.95K
Intel Corporation
INTC
Shares Held
7K
Value
$274.02K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
7K
Value
$260.85K
ServiceNow, Inc.
NOW
Shares Held
7K
Value
$1.07M
Cisco Systems, Inc.
CSCO
Shares Held
7K
Value
$515.41K