SUMMIT WEALTH GROUP LLC / CO

Q3 2025 13F Holdings

Location
Colorado Springs, CO
Holdings as of
9/30/2025
Value ($000)
$645,990
Num holdings
266
Date filed
2/5/2026
Form type
13F-HR/A - NEW HOLDINGS
Prev filing
8/13/2025
Next filing
2/4/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type