13F filer

Summit Global Investments

As of Sep 30, 2026 Filed Oct 28, 2026 CIK 1697953 SEC filings ↗

13F Value

$2.02B

Positions

516

Top Position

LDRX14.6%

Top 5

44.8%

Latest filing changes

vs Jun 30, 2026

1 NVDA NVIDIA +54.0%+$15.1M

2 AAPL Apple +50.5%+$13.8M

3 GOOGL Alphabet Class A +92.9%+$10.5M

4 MSFT Microsoft +35.1%+$8.3M

5 AMZN Amazon +96.4%+$7.0M

Holdings516

#
1	LDRX SGI Enhanced Market Leaders ETF	14.6%	$295.2M	+1.5%	8.00M	15.2%	ETF
2	USDX SGI Enhanced Core ETF	11.3%	$229.5M	+2.7%	8.96M	12.1%	ETF
3	SGLC SGI U.S. Large Cap Core ETF	9.0%	$181.7M	+2.1%	4.00M	9.3%	ETF
4	DYTA SGI Dynamic Tactical ETF	5.1%	$102.5M	+3.5%	3.24M	5.4%	ETF
5	GINX SGI Enhanced Global Income ETF	4.8%	$96.5M	+2.5%	2.72M	5.1%	ETF
6	QXQ SGI Enhanced Nasdaq-100 ETF	4.1%	$82.8M	-11.5%	2.51M	5.1%	ETF
7	NVDA NVIDIA	2.1%	$43.1M	+54.0%	188.9K	1.3%	Common Stock
8	AAPL Apple	2.0%	$41.0M	+50.5%	123.2K	1.3%	Common Stock
9	IEF iShares 7-10 Year Treasury Bond ETF	1.9%	$38.4M	+11.5%	430.0K	2.0%	ETF
10	MSFT Microsoft	1.6%	$32.1M	+35.1%	62.6K	0.9%	Common Stock
11	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 63,229 reported quantity $21,756,000 reported value	1.1%	$21.8M	+92.9%	63.2K	0.6%	Common Stock
12	SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	0.9%	$18.8M	+6.3%	374.2K	1.0%	ETF
13	TSLA Tesla	0.9%	$18.5M	+16.1%	52.2K	1.0%	Common Stock
14	META Meta Platforms	0.9%	$17.4M	+24.2%	24.0K	0.6%	Common Stock
15	VEA Vanguard Developed Markets Index Fund — ETF Shares	0.8%	$16.8M	+10.9%	237.6K	0.8%	ETF
16	LLY Eli Lilly	0.7%	$14.3M	+18.9%	12.4K	0.7%	Common Stock
17	AMZN Amazon	0.7%	$14.2M	+96.4%	56.9K	0.4%	Common Stock
18	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	0.7%	$13.7M	+9.6%	230.2K	0.7%	ETF
19	RSP Invesco S&P 500 Equal Weight ETF	0.6%	$12.8M	NEW	61.8K	—	ETF
20	SPEM State Street(R) SPDR(R) Portfolio Emerging Markets ETF	0.6%	$12.7M	+7.5%	244.9K	0.6%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing56

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.