Stock Taper 
SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 W. P. Carey Inc. | WPC | 14.3K | $1.02M |
 Microsoft Corporation | MSFT | 15.31K | $5.71M |
 Exxon Mobil Corporation | XOM | 15.64K | $2.14M |
 Renasant Corporation | RNST | 17.01K | $723.48K |
 United Parcel Service, Inc. | UPS | 17.87K | $1.92M |
 FS KKR Capital Corp. | FSK | 20.58K | $216.11K |
 AT&T Inc. | T | 21.83K | $451.95K |
 Aflac Incorporated | AFL | 21.93K | $2.57M |
 Walmart Inc. | WMT | 22.34K | $2.53M |
 American Healthcare REIT, Inc. | AHR | 28.13K | $1.47M |
 Amazon.com, Inc. | AMZN | 37.08K | $8.84M |
 FS Credit Opportunities Corp. | FSCO | 82.41K | $411.2K |
 NVIDIA Corporation | NVDA | 90.25K | $18.06M |
 Apple Inc. | AAPL | 97.81K | $28.3M |