Stock Taper

SUMMIT WEALTH GROUP LLC / CO

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Coca-Cola CompanyKO10.4K$845.13K
Intel Corp.INTC10.25K$1.43M
Tesla, Inc.TSLA9.4K$3.95M
Alphabet Inc.GOOG9.17K$3.24M
Sysco CorporationSYY8.99K$751.29K
Comcast CorporationCMCSA8.79K$215.85K
The Procter & Gamble CompanyPG8.64K$1.27M
Wells Fargo & CompanyWFC8.61K$711.75K
Bank of America CorporationBAC7.98K$454.49K
ServiceNow, Inc.NOW7.91K$785.68K
The Southern CompanySO7.44K$712.5K
General Mills, Inc.GIS7.41K$257.98K
Oracle CorporationORCL7.27K$1.07M
Chipotle Mexican Grill, Inc.CMG7.14K$242.69K
Kinder Morgan, Inc.KMI6.64K$212.38K
Axalta Coating Systems Ltd.AXTA6.55K$224.28K
CSX CorporationCSX6.4K$304.26K
NextEra Energy, Inc.NEE6.36K$558.12K
Lowe's Companies, Inc.LOW5.9K$1.3M
Johnson & JohnsonJNJ5.88K$1.49M