SUMMIT WEALTH GROUP LLC / CO

13F Portfolio Filings

Most recent 13F
Q4 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
Q4 2025 273 754,127 SEIV, SEIM, SEIE, SEIQ 13F-HR 2/4/2026 000208127826000001
Q3 2025 266 645,989 USNA, USGO, VAL, EQIX NEW HOLDINGS 2/5/2026 000208127826000002
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