Summit Wealth Group Llc / Co
Source: SEC Form 13F · as of Mar 2026Summit Wealth Group Llc / Co holds 17 biotech & pharma companies tracked by BioSniper, totaling $8.7M in value as of Mar 2026 (SEC Form 13F).
Companies held
17
Total value held
$8.7M
| Company | Shares | Value |
|---|---|---|
| LLYELI LILLY & Co | 2,039 | $1.9M |
| JNJJOHNSON & JOHNSON | 5,179 | $1.3M |
| MRKMerck & Co., Inc. | 6,335 | $762K |
| AMGNAMGEN INC | 2,035 | $716K |
| ABBVAbbVie Inc. | 2,879 | $626K |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | 1,789 | $484K |
| GILDGILEAD SCIENCES, INC. | 2,949 | $411K |
| ABTABBOTT LABORATORIES | 3,135 | $322K |
| PMPhilip Morris International Inc | 1,818 | $301K |
| MCKMcKesson Corporation | 328 | $284K |
| NVSNovartis AG | 1,670 | $255K |
| PFEPFIZER INC | 9,015 | $253K |
| ZTSZoetis Inc. | 2,111 | $250K |
| GSKGSK plc American Depositary Shares (Each representing two Ordinary Shares) | 4,423 | $244K |
| GMOptec International, Inc. | 3,191 | $238K |
| CAHCardinal Health Inc. | 1,036 | $219K |
| BMYBRISTOL MYERS SQUIBB CO | 3,369 | $204K |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.