Summit Wealth Group, LLC/OK - Portfolio Stock Holdings
Summit Wealth Group, LLC/OK disclosed 63 stock positions in a recent SEC 13F filing. $59,019,077 of stock holdings were filed, with the largest holdings including SPYM, IVE, and IAU. This filing represented positions held on Sept. 30, 2026, and was filed today.Report Period:
Sept. 30, 2026No. of Stocks:
63Est. Stock Holding Value:
$59,019,077Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Summit Wealth Group, LLC/OK
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...