SUMMIT WEALTH GROUP LLC / CO

Q2 2026 13F Holdings

Location
Colorado Springs, CO
Holdings as of
6/30/2026
Value ($000)
$1,208,273
Num holdings
396
Date filed
7/28/2026
Form type
13F-HR
Prev filing
4/23/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type