Summit Wealth Group, LLC

Position in RTX — RTX Corp

CIK 1802865 WHITE RIVER JUNCTION, VT

Position in RTX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$482,293

-$11,145 QoQ

Shares Held

2,542

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#2,402

of 3,405 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Wealth Group, LLC holds $1,788,559 across 4 Aerospace & Defense names. RTX ranks #2 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	1,885	$704,481
2	RTX	RTX Corp This page	2,542	$482,293
3	AXON	Axon Enterprise, Inc.	560	$313,941
4	LMT	Lockheed Martin Corp	565	$287,844

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$482,293	2,542	-0.6%	Shares	Sole	2026-08-04
2026-03-31	$493,438	2,558	0.0%	Shares	Sole	2026-05-04
2025-12-31	$469,137	2,558	+4.6%	Shares	Sole	2026-02-06
2025-09-30	$409,289	2,446	0.0%	Shares	Sole	2025-10-23
2025-06-30	$357,164	2,446	0.0%	Shares	Sole	2025-08-06
2025-03-31	$323,997	2,446	-1.8%	Shares	Sole	2025-05-02
2024-12-31	$288,374	2,492	-1.0%	Shares	Sole	2025-02-04
2024-09-30	$304,838	2,516	0.0%	Shares	Sole	2024-11-08
2024-06-30	$252,581	2,516	+0.6%	Shares	Sole	2024-07-31
2024-03-31	$243,922	2,501	0.0%	Shares	Sole	2024-05-01
2023-12-31	$210,434	2,501	+21.7%	Shares	Sole	2024-01-30
2023-06-30	$201,307	2,055	-99.0%	Shares	Sole	2023-07-26
2023-03-31	$2	201,246	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.