13F Insight
DOSSIER · 13F-HR · Q2 2026

SUMMIT SECURITIES GROUP LLC

$1.0B in tracked AUM across 1,135 positions as of Q2 2026.

SS
CIK 0001531593 · last filed Jun 30, 2026
Total AUM
$1.0B
as of Q2 2026
Holdings
1,135
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SUMMIT SECURITIES GROUP LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
78462F105
STATE STR SPDR S&P 500 ETF T
$77M104K7.4%02
QQQ
INVESCO QQQ TR
$64M87K6.1%03
594918105
MICROSOFT CORP
$48M130K4.6%04
023135105
AMAZON COM INC
$48M200K4.6%05
AMZN
AMAZON COM INC
$48M200K4.6%06
MSFT
MICROSOFT CORP
$47M125K4.5%07
SPY
STATE STR SPDR S&P 500 ETF T
$47M62K4.4%08
NEE
NEXTERA ENERGY INC
$38M435K3.7%09
DIA
STATE STR SPDR DOW JONES IND
$30M57K2.8%10
EA
ELECTRONIC ARTS INC
$26M127K2.5%

Filing history

2026Q2Jun 30
$1.0B▲ 29.1%
1,135 positionsView →2026Q1Mar 31
$810M▲ 5.6%
1,015 positionsView →2025Q4Dec 31
$767M▲ 58.5%
991 positionsView →2025Q3Sep 30
$484M▼ 6.9%
992 positionsView →2025Q2Jun 30
$520M▲ 13.2%
1,058 positionsLocked2025Q1Mar 31
$459M▼ 5.3%
448 positionsLocked2024Q4Dec 31
$485M▲ 28.1%
600 positionsLocked2024Q3Sep 30
$379M▼ 28.5%
579 positionsLocked2024Q2Jun 30
$529M▼ 13.0%
624 positionsLocked2024Q1Mar 31
$608M▼ 45.1%
439 positionsLocked2023Q4Dec 31
$1.1B▲ 14.0%
770 positionsLocked2023Q3Sep 30
$972M▲ 26.7%
568 positionsLocked
Showing 12 of 54