Summit Wealth Group Llc / Co »

Blackrock shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Blackrock (BLK) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Blackrock

Tip: Access up to 7 years of quarterly data

All positions including Blackrock held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Blackrock by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $280k 291 961.20

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Blackrock

Vanguard Group
BlackRock
State Street Corporation
CI Private Wealth
Temasek Holdings
Capital Research Global Investors
Geode Capital Management
Norges Bank Investment Management
Wells Fargo & Company
Franklin Resources
FMR
Capital Research and Management Company - Division 3
Fisher Investments
Ameriprise Financial
Northern Trust

View all funds holding Blackrock