Stock Taper 
SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Delta Air Lines, Inc. | DAL | 3.04K | $284.66K |
 Altria Group, Inc. | MO | 3.06K | $219.78K |
 Gilead Sciences, Inc. | GILD | 3.13K | $395.96K |
 AbbVie Inc. | ABBV | 3.17K | $796.52K |
 ConocoPhillips | COP | 3.23K | $336.16K |
 RTX Corporation | RTX | 3.23K | $613.59K |
 General Motors Company | GM | 3.37K | $259.42K |
 Shopify Inc. | SHOP | 3.37K | $385.01K |
 Starbucks Corporation | SBUX | 3.45K | $352.42K |
 CVS Health Corp. | CVS | 3.69K | $381.63K |
 PepsiCo, Inc. | PEP | 3.7K | $501.41K |
 Berkshire Hathaway Inc. | BRK-B | 3.71K | $1.86M |
 The Boeing Company | BA | 3.72K | $805.77K |
 Meta Platforms, Inc. | META | 3.81K | $2.14M |
 Everus Construction Group, Inc. | ECG | 3.84K | $637.91K |
 3M Company | MMM | 3.87K | $625.81K |
 Xcel Energy Inc. | XEL | 3.98K | $319.15K |
 The Walt Disney Company | DIS | 4.05K | $390.03K |
 Palantir Technologies Inc. | PLTR | 4.12K | $481.17K |
 HCA Healthcare, Inc. | HCA | 4.28K | $1.67M |