SUMMIT WEALTH GROUP LLC / CO

Q1 2026 13F Holdings

Location
Colorado Springs, CO
Holdings as of
3/31/2026
Value ($000)
$950,360
Num holdings
339
Date filed
4/23/2026
Form type
13F-HR
Prev filing
2/4/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type