Stock Taper 
SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Chipotle Mexican Grill, Inc. | CMG | 7.14K | $242.69K |
 Oracle Corporation | ORCL | 7.27K | $1.07M |
 General Mills, Inc. | GIS | 7.41K | $257.98K |
 The Southern Company | SO | 7.44K | $712.5K |
 ServiceNow, Inc. | NOW | 7.91K | $785.68K |
 Bank of America Corporation | BAC | 7.98K | $454.49K |
 Wells Fargo & Company | WFC | 8.61K | $711.75K |
 The Procter & Gamble Company | PG | 8.64K | $1.27M |
 Comcast Corporation | CMCSA | 8.79K | $215.85K |
 Sysco Corporation | SYY | 8.99K | $751.29K |
 Alphabet Inc. | GOOG | 9.17K | $3.24M |
 Tesla, Inc. | TSLA | 9.4K | $3.95M |
 Intel Corp. | INTC | 10.25K | $1.43M |
 The Coca-Cola Company | KO | 10.4K | $845.13K |
 CION Investment Corporation | CION | 10.54K | $65.67K |
 Cisco Systems, Inc. | CSCO | 10.9K | $1.28M |
 Ford Motor Company | F | 11.07K | $153.84K |
 Pfizer Inc. | PFE | 11.63K | $279.93K |
 Verizon Communications Inc. | VZ | 13.31K | $563.67K |
 Alphabet Inc. | GOOGL | 13.38K | $4.78M |