SUMMIT WEALTH GROUP LLC / CO
Position in TXN — Texas Instruments Inc
CIK 2081278
COLORADO SPRINGS, CO
Position in TXN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$528,776
+$233,684 QoQ
Shares Held
1,774
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,886
of 2,853 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in TXN Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $29,767,957 across 10 Semiconductors names. TXN ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
90,245 | $18,057,122 | |
| 2 | MU |
Micron Technology Inc
|
2,968 | $3,425,932 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
4,296 | $2,051,640 | |
| 4 | AVGO |
Broadcom Inc.
|
5,071 | $1,915,570 | |
| 5 | INTC |
Intel Corp
|
10,251 | $1,431,347 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
2,360 | $1,370,947 | |
| 7 | TXN |
Texas Instruments Inc
This page
|
1,774 | $528,776 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,609 | $479,305 |
All Filings in TXN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,776 | 1,774 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $295,092 | 1,520 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $213,219 | 1,229 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,117,629 | 6,083 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $326,171 | 1,571 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||