SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHEL | 7K | $429.12K |
 | BN | 7K | $208.39K |
 | BAX | 7K | $248.78K |
 | TDC | 6K | $290.74K |
 | UNH | 6K | $3.22M |
 | HLN | 6K | $464.62K |
 | BRK-B | 6K | $2.18M |
 | CALX | 6K | $282.14K |
 | TXN | 6K | $967.32K |
 | BL | 6K | $332.43K |
 | CHH | 6K | $729.91K |
 | BILL | 6K | $642.08K |
 | AMAT | 6K | $801.00K |
 | COP | 6K | $687.56K |
 | CHRW | 6K | $489.31K |
 | SONY | 6K | $466.56K |
 | HLLY | 6K | $215.26K |
 | WMT | 5K | $874.00K |
 | WHD | 5K | $273.61K |
 | AEM | 5K | $244.53K |
Shell plc
SHEL
Shares Held
7K
Value
$429.12K
Brookfield Corporation
BN
Shares Held
7K
Value
$208.39K
Baxter International Inc.
BAX
Shares Held
7K
Value
$248.78K
Teradata Corporation
TDC
Shares Held
6K
Value
$290.74K
UnitedHealth Group Incorporated
UNH
Shares Held
6K
Value
$3.22M
Haleon plc
HLN
Shares Held
6K
Value
$464.62K
Berkshire Hathaway Inc.
BRK-B
Shares Held
6K
Value
$2.18M
Calix, Inc.
CALX
Shares Held
6K
Value
$282.14K
Texas Instruments Incorporated
TXN
Shares Held
6K
Value
$967.32K
BlackLine, Inc.
BL
Shares Held
6K
Value
$332.43K
Choice Hotels International, Inc.
CHH
Shares Held
6K
Value
$729.91K
Bill.com Holdings, Inc.
BILL
Shares Held
6K
Value
$642.08K
Applied Materials, Inc.
AMAT
Shares Held
6K
Value
$801.00K
ConocoPhillips
COP
Shares Held
6K
Value
$687.56K
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
6K
Value
$489.31K
Sony Group Corporation
SONY
Shares Held
6K
Value
$466.56K
Holley Inc.
HLLY
Shares Held
6K
Value
$215.26K
Walmart Inc.
WMT
Shares Held
5K
Value
$874.00K
Cactus, Inc.
WHD
Shares Held
5K
Value
$273.61K
Agnico Eagle Mines Limited
AEM
Shares Held
5K
Value
$244.53K