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Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

GOOGL holding history

Alphabet Inc. in every 13F filed by Summit Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GOOGL overviewAll 13F holders of GOOGLFull Q2 2026 holdings

Shares (Q2 2026)
8,394
Value
$3.00M
% of portfolio
0.4%
Quarters held
8
Since Q2 2024
Holdings of GOOGL by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,394$3.00M0.4%+74+0.9%AddedHolders
Q1 20268,320$2.39M0.4%+6,677+406.4%AddedHolders
Q4 20251,643$514.2K0.1%+25+1.5%AddedHolders
Q3 20251,618$393.3K0.1%00.0%UnchangedHolders
Q2 20251,618$285.1K0.1%+52+3.3%AddedHolders
Q1 20251,566$242.2K<0.1%−57−3.5%ReducedHolders
Q4 20241,623$307.3K0.1%+1,623NewHolders
Q3 20240$00.0%−1,144−100.0%Sold outHolders
Q2 20241,144$208.4K<0.1%+1,144NewHolders