SUMMIT WEALTH GROUP LLC / CO
13F Portfolio Filings
Most recent 13F
Q3 2025
Location
Colorado Springs, CO
CIK
0002081278
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q3 2025
245
299,519
TIP, HYMB, JPST, MSFT
13F-HR
11/14/2025
000208127825000002
Q2 2025
236
398,258
SPHQ, SCHD, FTCS, DUHP
13F-HR
8/13/2025
000208127825000001