Summit Wealth Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on June 30, 2026. The filing lists 62 total positions held by the firm, which is headquartered at 9175 S. Yale Ave Suite 100 in Tulsa, Oklahoma. Theodore Spinardi is identified as the Principle and Chief Compliance Officer for the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), comprising the majority of the total holdings. Among the individual stock positions, Advanced Micro Devices Inc., Berkshire Hathaway Inc. Class B, and NVIDIA Corporation are the largest individual equity holdings. The filing also includes significant exposure to digital assets through the Franklin Templeton Digital Bitcoin ETF.
The following is a list of the top individual stock holdings disclosed in the filing:
- Advanced Micro Devices Inc. (531 shares)
- Alphabet Inc. Class A (2,678 shares)
- Alphabet Inc. Class C (1,514 shares)
- Amazon.com Inc. (2,722 shares)
- Apple Inc. (8,456 shares)
- Berkshire Hathaway Inc. Class B New (4,424 shares)
- Broadcom Inc. (1,011 shares)
- Chevron Corporation (5,550 shares)
- Cisco Systems Inc. (2,225 shares)
- Colgate-Palmolive Co. (3,000 shares)
- Exxon Mobil Corp. (3,701 shares)
- GE Vernova Inc. (173 shares)
- McDonald's Corp. (1,170 shares)
- META Platforms Inc. Class A (452 shares)
- Microsoft Corp. (1,292 shares)
- NVIDIA Corporation (3,905 shares)
- Palantir Technologies Inc. Class A (1,762 shares)
- Valero Energy Corp. (1,150 shares)
- Walmart Inc. (2,187 shares)
- Wells Fargo & Co. (2,989 shares)
