Summit Wealth Group, LLC has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists 53 separate positions held by the firm, which is headquartered in Tulsa, Oklahoma.
The largest position disclosed in the portfolio is Apple Inc., for which the firm holds 7,143 shares. Other notable equity holdings include shares of Microsoft Corporation (935 shares), NVIDIA Corporation (2,449 shares), and Alphabet Inc. Class A (2,423 shares). The filing also lists significant positions in exchange-traded funds, including the SPDR S&P 500 ETF Trust (55,810 shares) and the iShares Core Dividend Growth ETF (28,336 shares).
The filing identifies Theodore Spinardi as the Principle and Chief Compliance Officer of Summit Wealth Group, LLC. The report was signed by Stephanie Lopez on November 9, 2026.
