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Summit Wealth Group LLC

SEC CIK
0002081278
Latest filing
Jul 28, 2026

KLAC holding history

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

KLAC overviewAll 13F holders of KLACFull Q2 2026 holdings

Shares (Q2 2026)
1,489
Value
$449.3K
% of portfolio
<0.1%
Quarters held
2
Since Q3 2025
Holdings of KLAC by Summit Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,489$449.3K<0.1%+1,489NewHolders
Q4 20250$00.0%−8,319−100.0%Sold outHolders
Q3 20258,319$1.29M0.2%+8,319NewHolders