SUMMIT WEALTH GROUP LLC / CO
Top Portfolio Positions
151 positions ·
$140,696,607 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
98,361 | $24,963,038 | 17.74% | |
| NVDA |
Nvidia Corp
Technology
|
87,949 | $15,338,305 | 10.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,628 | $7,836,783 | 5.57% | |
| MSFT |
Microsoft Corp
Technology
|
14,420 | $5,337,851 | 3.79% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
12,213 | $3,511,970 | 2.50% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,602 | $3,197,793 | 2.27% | |
| XOM |
Exxon Mobil Corp
Energy
|
14,911 | $2,529,800 | 1.80% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,231 | $2,442,048 | 1.74% | |
| AFL |
Aflac Inc
Financial Services
|
22,068 | $2,421,080 | 1.72% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
4,423 | $2,093,140 | 1.49% |
Portfolio Trend
Holdings in ELVA
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $165,784 | 21,200 | Shares | Sole | 2026-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||