SUMMIT WEALTH GROUP LLC / CO

Position in SNDK — Sandisk Corp

CIK 2081278 COLORADO SPRINGS, CO

Position in SNDK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$327,417

New position

Shares Held

144

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,401

of 1,812 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 4% Shared 0% None 96%

Technology · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $2,111,556 across 5 Computer Hardware names. SNDK ranks #3 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WDC	Western Digital Corp	1,119	$714,727
2	STX	Seagate Technology Holdings plc	541	$522,065
3	SNDK	Sandisk Corp This page	144	$327,417
4	ANET	Arista Networks, Inc.	1,660	$282,000
5	DELL	Dell Technologies Inc.	615	$265,347

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$327,417	144	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.