SUMMIT WEALTH GROUP LLC / CO

Q3 2026 13F Holdings

Location
Colorado Springs, CO
Holdings as of
9/30/2026
Value
$1.58B
Num holdings
439
Date filed
10/29/2026
Form type
13F-HR
Prev filing
7/28/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type