SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MDT | 24K | $1.90M |
 | UL | 24K | $1.19M |
 | ABT | 23K | $2.27M |
 | RTX | 21K | $1.49M |
 | CPRT | 21K | $884.60K |
 | NCNO | 20K | $638.35K |
 | KO | 20K | $1.09M |
 | CMCSA | 19K | $863.12K |
 | NKE | 19K | $1.86M |
 | ABNB | 19K | $2.60M |
 | RVLV | 19K | $256.30K |
 | LUV | 17K | $468.28K |
 | AES | 17K | $255.51K |
 | FTI | 16K | $335.20K |
 | MAX | 16K | $136.05K |
 | AGNC | 16K | $148.23K |
 | FINW | 16K | $135.60K |
 | XOM | 15K | $1.81M |
 | RWAY | 15K | $189.35K |
 | FSCO | 15K | $79.98K |
Medtronic plc
MDT
Shares Held
24K
Value
$1.90M
Unilever PLC
UL
Shares Held
24K
Value
$1.19M
Abbott Laboratories
ABT
Shares Held
23K
Value
$2.27M
RTX Corporation
RTX
Shares Held
21K
Value
$1.49M
Copart, Inc.
CPRT
Shares Held
21K
Value
$884.60K
nCino, Inc.
NCNO
Shares Held
20K
Value
$638.35K
The Coca-Cola Company
KO
Shares Held
20K
Value
$1.09M
Comcast Corporation
CMCSA
Shares Held
19K
Value
$863.12K
NIKE, Inc.
NKE
Shares Held
19K
Value
$1.86M
Airbnb, Inc.
ABNB
Shares Held
19K
Value
$2.60M
Revolve Group, Inc.
RVLV
Shares Held
19K
Value
$256.30K
Southwest Airlines Co.
LUV
Shares Held
17K
Value
$468.28K
The AES Corporation
AES
Shares Held
17K
Value
$255.51K
TechnipFMC plc
FTI
Shares Held
16K
Value
$335.20K
MediaAlpha, Inc.
MAX
Shares Held
16K
Value
$136.05K
AGNC Investment Corp.
AGNC
Shares Held
16K
Value
$148.23K
FinWise Bancorp
FINW
Shares Held
16K
Value
$135.60K
Exxon Mobil Corporation
XOM
Shares Held
15K
Value
$1.81M
Runway Growth Finance Corp.
RWAY
Shares Held
15K
Value
$189.35K
FS Credit Opportunities Corp.
FSCO
Shares Held
15K
Value
$79.98K