Summit Wealth Group LLC

SEC CIK: 0002081278
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

MA holding history

Mastercard Inc 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.

MA overview All 13F holders of MA Full Q2 2026 holdings

Shares (Q2 2026): 958
Value: $492.2K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of MA by Summit Wealth Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	958	$492.2K	<0.1%	+60+6.7%	Added	Holders
Q1 2026	898	$448.7K	<0.1%	+468+108.8%	Added	Holders
Q4 2025	430	$245.5K	<0.1%	−7,522−94.6%	Reduced	Holders
Q3 2025	7,952	$3.15M	0.4%	+7,952	New	Holders