CIK 2081278
SUMMIT WEALTH GROUP LLC / CO
Institutional 13F holdings & portfolio
Holdings
273
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 273
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SEIV | SEI EXCHANGE TRADED FUNDS | 2.2M | $1M+ | SH |
| SEIM | SEI EXCHANGE TRADED FUNDS | 1.9M | $1M+ | SH |
| SEIE | SEI EXCHANGE TRADED FUNDS | 1.9M | $1M+ | SH |
| SEIQ | SEI EXCHANGE TRADED FUNDS | 1.1M | $1M+ | SH |
| SEIS | SEI EXCHANGE TRADED FUNDS | 1.3M | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 371K | $1M+ | SH |
| SEEM | SEI EXCHANGE TRADED FUNDS | 793K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 696K | $1M+ | SH |
| AAPL | APPLE INC | 54K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 356K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 68K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 181K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 21K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 103K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 170K | $1M+ | SH |
| FIVA | FIDELITY COVINGTON TRUST | 226K | $1M+ | SH |
| IWF | ISHARES TR | 15K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 150K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 124K | $1M+ | SH |
| AMZN | AMAZON COM INC | 24K | $1M+ | SH |
| RPG | INVESCO EXCHANGE TRADED FD T | 115K | $1M+ | SH |
| DBEF | DBX ETF TR | 96K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 191K | $1M+ | SH |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 202K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 9K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 22K | $1M+ | SH |
| IWD | ISHARES TR | 20K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 123K | $1M+ | SH |
| IVV | ISHARES TR | 6K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 17K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 92K | $1M+ | SH |
| SLYG | SPDR SERIES TRUST | 38K | $1M+ | SH |
| BIBL | NORTHERN LTS FD TR IV | 75K | $1M+ | SH |
| IWP | ISHARES TR | 23K | $1M+ | SH |
| FMDE | FIDELITY COVINGTON TRUST | 85K | $1M+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 55K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 48K | $1M+ | SH |
| TSLA | TESLA INC | 6K | $1M+ | SH |
| IJK | ISHARES TR | 28K | $1M+ | SH |
| GOOGL | ALPHABET INC | 8K | $1M+ | SH |
| IEMG | ISHARES INC | 39K | $1M+ | SH |
| IMCG | ISHARES TR | 32K | $1M+ | SH |
| DUSA | DAVIS FUNDAMENTAL ETF TR | 50K | $1M+ | SH |
| DON | WISDOMTREE TR | 49K | $1M+ | SH |
| DFSB | DIMENSIONAL ETF TRUST | 48K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |
| IWS | ISHARES TR | 17K | $1M+ | SH |
| VIOV | VANGUARD ADMIRAL FDS INC | 24K | $1M+ | SH |
| LRGF | ISHARES TR | 31K | $1M+ | SH |