Stock Taper 
SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Meta Platforms, Inc. | META | 3.81K | $2.14M |
 The Boeing Company | BA | 3.72K | $805.77K |
 Berkshire Hathaway Inc. | BRK-B | 3.71K | $1.86M |
 PepsiCo, Inc. | PEP | 3.7K | $501.41K |
 CVS Health Corp. | CVS | 3.69K | $381.63K |
 Starbucks Corporation | SBUX | 3.45K | $352.42K |
 Shopify Inc. | SHOP | 3.37K | $385.01K |
 General Motors Company | GM | 3.37K | $259.42K |
 RTX Corporation | RTX | 3.23K | $613.59K |
 ConocoPhillips | COP | 3.23K | $336.16K |
 AbbVie Inc. | ABBV | 3.17K | $796.52K |
 Gilead Sciences, Inc. | GILD | 3.13K | $395.96K |
 Altria Group, Inc. | MO | 3.06K | $219.78K |
 Delta Air Lines, Inc. | DAL | 3.04K | $284.66K |
 Honeywell International Inc. | HON | 3.02K | $677.07K |
 Uber Technologies, Inc. | UBER | 2.98K | $215.15K |
 Micron Technology, Inc. | MU | 2.97K | $3.43M |
 Jacobs Solutions Inc. | J | 2.96K | $372.71K |
 Space Exploration Technologies Corp. | SPCX | 2.9K | $495.05K |
 Citizens Financial Group, Inc. | CFG | 2.88K | $202.12K |