Stock Taper

SUMMIT WEALTH GROUP LLC / CO

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Capital One Financial CorporationCOF1.62K$324.91K
Marvell Technology, Inc.MRVL1.61K$479.3K
Ryder System, Inc.R1.6K$421.5K
Fortinet, Inc.FTNT1.6K$245.18K
Prologis, Inc.PLD1.6K$216.19K
CrowdStrike Holdings, Inc.CRWD1.58K$1.2M
The Allstate CorporationALL1.55K$369.28K
Emerson Electric Co.EMR1.51K$215.89K
Lam Research CorporationLRCX1.49K$645.57K
KLA CorporationKLAC1.49K$449.34K
Salesforce, Inc.CRM1.48K$232.34K
Snowflake Inc.SNOW1.48K$375.9K
NRG Energy, Inc.NRG1.46K$213.1K
Nebius Group N.V.NBIS1.41K$390.09K
Illinois Tool Works Inc.ITW1.27K$342.82K
Lockheed Martin CorporationLMT1.19K$607.15K
The PNC Financial Services Group, Inc.PNC1.16K$285.73K
GE AerospaceGE1.16K$432.66K
AstraZeneca PLCAZN1.15K$217.87K
QUALCOMM IncorporatedQCOM1.14K$210.97K