Summit Wealth Group, LLC
Top Portfolio Positions
53 positions ·
$39,605,979 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
18,773 | $4,764,399 | 12.03% | |
| NVDA |
Nvidia Corp
Technology
|
27,023 | $4,712,811 | 11.90% | |
| ADI |
Analog Devices Inc
Technology
|
9,879 | $3,142,905 | 7.94% | |
| MSFT |
Microsoft Corp
Technology
|
7,452 | $2,758,506 | 6.96% | |
| COHR |
Coherent Corp.
Technology
|
10,288 | $2,450,704 | 6.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,759 | $1,407,696 | 3.55% | |
| ESPR |
Esperion Therapeutics, Inc.
Healthcare
|
405,369 | $1,110,711 | 2.80% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
7,627 | $1,101,643 | 2.78% | |
| MU |
Micron Technology Inc
Technology
|
3,127 | $1,056,425 | 2.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,474 | $998,983 | 2.52% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ESPR
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,110,711 | 405,369 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,260,242 | 340,606 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $855,950 | 323,000 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $316,540 | 323,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $421,920 | 293,000 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $345,400 | 157,000 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $66,000 | 40,000 | Shares | Sole | 2024-11-08 | |
| No 13F history on record for this holder in this stock. | ||||||