Position in MU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,844,555
+$1,325,971 QoQ
Shares Held
1,598
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#2,138
of 3,891 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Summit Wealth Partners, LLC holds $19,462,857 across 8 Semiconductors names. MU ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
58,946 | $11,794,505 | |
| 2 | AVGO |
Broadcom Inc.
|
6,985 | $2,638,583 | |
| 3 | MU |
Micron Technology Inc
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|
1,598 | $1,844,555 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,792 | $1,040,990 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,734 | $828,106 | |
| 6 | INTC |
Intel Corp
|
5,484 | $765,730 | |
| 7 | TXN |
Texas Instruments Inc
|
1,032 | $307,608 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
815 | $242,780 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,844,555 | 1,598 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $518,584 | 1,535 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||