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Strategy shares owned by Summit Wealth Group Llc / Co

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.7M 81k 32.87

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Qim Us Large Cap (SEIM)
Sei Exchange Traded Funds Qim Us Large Val (SEIV)
Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)
Sei Exchange Traded Funds Qim Us Lrg Cap Q (SEIQ)
Sei Exchange Traded Funds Sele Smal Ca Etf (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)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us High Prof Etf (DUHP)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Strategy

Creative Financial Designs
OneAscent Financial Services
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Change Path
OneAscent Wealth Management
O'Connor Financial Group
LVZ Advisors
PAX Financial Group
Cambridge Investment Research Advisors
ValMark Advisers
Atria Investments
Summit Wealth Group Llc / Co
Strategic Equity Management

View all funds holding Strategy