Summit Wealth Group, LLC, a firm based in Tulsa, Oklahoma, has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on March 31, 2026. The filing lists 58 separate holdings, with the firm identifying Theodore Spinardi as the Principal and Chief Compliance Officer.
The portfolio is dominated by large-cap technology and exchange-traded fund (ETF) positions. The top individual stock holding is Apple Inc., for which the firm holds 8,456 shares. Other major equity positions include Berkshire Hathaway Inc. Class B (4,089 shares), Chevron Corporation (6,575 shares), and Exxon Mobil Corporation (4,944 shares). The firm also holds significant positions in NVIDIA Corporation (3,945 shares) and Microsoft Corporation (1,292 shares).
A substantial portion of the portfolio is allocated to ETFs. The firm holds 67,787 shares of the SPDR S&P 500 ETF Trust, 86,110 shares of the RBB Fund Inc. F/M US Treasury fund, and 34,001 shares of the ARK ETF Trust Innovation ETF. The filing also includes positions in various sector-specific ETFs, such as the Vanguard World Fund Energy ETF, the Vanguard World Fund Health Care ETF, and the iShares Core Dividend Growth ETF.
