Stock Taper 
SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 4.3K | $2.05M |
 Netflix, Inc. | NFLX | 4.37K | $311.73K |
 Truist Financial Corporation | TFC | 4.52K | $225.16K |
 Bristol-Myers Squibb Company | BMY | 4.65K | $267.97K |
 Realty Income Corporation | O | 4.89K | $303.16K |
 GSK plc | GSK | 4.99K | $261.67K |
 Black Hills Corporation | BKH | 5.05K | $375.42K |
 Broadcom Inc. | AVGO | 5.07K | $1.92M |
 Dominion Energy, Inc. | D | 5.09K | $347.84K |
 Chevron Corporation | CVX | 5.13K | $850.97K |
 U.S. Bancorp | USB | 5.32K | $321.11K |
 Leidos Holdings, Inc. | LDOS | 5.64K | $580.54K |
 JPMorgan Chase & Co. | JPM | 5.74K | $1.88M |
 Merck & Co., Inc. | MRK | 5.78K | $742.58K |
 Johnson & Johnson | JNJ | 5.88K | $1.49M |
 Lowe's Companies, Inc. | LOW | 5.9K | $1.3M |
 NextEra Energy, Inc. | NEE | 6.36K | $558.12K |
 CSX Corporation | CSX | 6.4K | $304.26K |
 Axalta Coating Systems Ltd. | AXTA | 6.55K | $224.28K |
 Kinder Morgan, Inc. | KMI | 6.64K | $212.38K |