Stock Taper 
SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Visa Inc. | V | 2.84K | $975.34K |
 Applied Materials, Inc. | AMAT | 2.84K | $2.05M |
 The Home Depot, Inc. | HD | 2.83K | $998.32K |
 Axos Financial, Inc. | AX | 2.76K | $269.19K |
 Medtronic plc | MDT | 2.75K | $214.75K |
 Citigroup Inc. | C | 2.74K | $383.96K |
 Duke Energy Corporation | DUK | 2.6K | $328.89K |
 Blackstone Inc. | BX | 2.5K | $294.26K |
 McDonald's Corporation | MCD | 2.47K | $667.67K |
 Abbott Laboratories | ABT | 2.45K | $222.55K |
 Philip Morris International Inc. | PM | 2.43K | $439.36K |
 IDACORP, Inc. | IDA | 2.39K | $362.24K |
 Advanced Micro Devices, Inc. | AMD | 2.36K | $1.37M |
 United Airlines Holdings, Inc. | UAL | 2.32K | $315.47K |
 ONEOK, Inc. | OKE | 2.32K | $201.38K |
 HSBC Holdings plc | HSBC | 2.31K | $219.28K |
 Morgan Stanley | MS | 2.29K | $479.72K |
 Novartis AG | NVS | 2.29K | $358.45K |
 Quanta Services, Inc. | PWR | 2.28K | $1.64M |
 Caterpillar Inc. | CAT | 2.25K | $2.4M |