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