Stock Taper 
SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Merck & Co., Inc. | MRK | 5.78K | $742.58K |
 JPMorgan Chase & Co. | JPM | 5.74K | $1.88M |
 Leidos Holdings, Inc. | LDOS | 5.64K | $580.54K |
 U.S. Bancorp | USB | 5.32K | $321.11K |
 Chevron Corporation | CVX | 5.13K | $850.97K |
 Dominion Energy, Inc. | D | 5.09K | $347.84K |
 Broadcom Inc. | AVGO | 5.07K | $1.92M |
 Black Hills Corporation | BKH | 5.05K | $375.42K |
 GSK plc | GSK | 4.99K | $261.67K |
 Realty Income Corporation | O | 4.89K | $303.16K |
 Bristol-Myers Squibb Company | BMY | 4.65K | $267.97K |
 Truist Financial Corporation | TFC | 4.52K | $225.16K |
 Netflix, Inc. | NFLX | 4.37K | $311.73K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 4.3K | $2.05M |
 HCA Healthcare, Inc. | HCA | 4.28K | $1.67M |
 Palantir Technologies Inc. | PLTR | 4.12K | $481.17K |
 The Walt Disney Company | DIS | 4.05K | $390.03K |
 Xcel Energy Inc. | XEL | 3.98K | $319.15K |
 3M Company | MMM | 3.87K | $625.81K |
 Everus Construction Group, Inc. | ECG | 3.84K | $637.91K |