SUMMIT WEALTH GROUP LLC / CO

Position in STX — Seagate Technology Holdings plc

CIK 2081278 COLORADO SPRINGS, CO

Position in STX

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

Position Value

$522,065

New position

Shares Held

541

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,296

of 1,934 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $2,111,556 across 5 Computer Hardware names. STX ranks #2 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WDC	Western Digital Corp	1,119	$714,727
2	STX	Seagate Technology Holdings plc This page	541	$522,065
3	SNDK	Sandisk Corp	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	$522,065	541	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.