Stock Taper 
SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 1.77K | $1.65M |
 Texas Instruments Incorporated | TXN | 1.77K | $528.86K |
 Amphenol Corporation | APH | 1.79K | $315.4K |
 UnitedHealth Group Incorporated | UNH | 1.88K | $781.82K |
 General Dynamics Corporation | GD | 1.94K | $686.16K |
 International Business Machines Corporation | IBM | 1.96K | $549.66K |
 Phillips 66 | PSX | 2K | $337.54K |
 The TJX Companies, Inc. | TJX | 2.02K | $305.22K |
 Union Pacific Corporation | UNP | 2.06K | $560.54K |
 Robinhood Markets, Inc. | HOOD | 2.1K | $210.39K |
 Packaging Corporation of America | PKG | 2.13K | $506.58K |
 Amgen Inc. | AMGN | 2.13K | $771.1K |
 Eli Lilly and Company | LLY | 2.22K | $2.67M |
 S&P Global Inc. | SPGI | 2.24K | $911.28K |
 Caterpillar Inc. | CAT | 2.25K | $2.4M |
 Quanta Services, Inc. | PWR | 2.28K | $1.64M |
 Novartis AG | NVS | 2.29K | $358.45K |
 Morgan Stanley | MS | 2.29K | $479.72K |
 HSBC Holdings plc | HSBC | 2.31K | $219.28K |
 ONEOK, Inc. | OKE | 2.32K | $201.38K |