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Summit Financial Strategies’s SpaceX SPCX Stock Holding History

Summit Financial Strategies’s Portfolio SPCX Stock Details SPCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$351K Buy
+2,327
New +$322K 0.02% 119

Other funds holding SPCX

Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMG
APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return
CS
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Summit Financial Strategies's SPCX Position: Q3 2026 in Review

Summit Financial Strategies opened a new position in SpaceX (SPCX) in Q3 2026: 2,327 shares worth $351K. The stake represents 0.02% of the portfolio and ranks #119 among its holdings.

365 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • Summit Financial Strategies held 2,327 shares of SpaceX worth $351K as of Q3 2026.
  • SpaceX was a new Summit Financial Strategies position in Q3 2026.
  • SpaceX made up 0.02% of Summit Financial Strategies's portfolio in Q3 2026, its #119 holding.
  • 365 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.