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 51–100 of 273
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VBK | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| IWO | ISHARES TR | 6K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 23K | $1M+ | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 32K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 62K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 28K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 52K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC | 4K | $1M+ | SH |
| DEHP | DIMENSIONAL ETF TRUST | 58K | $1M+ | SH |
| GOOG | ALPHABET INC | 6K | $1M+ | SH |
| MTUM | ISHARES TR | 7K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 42K | $1M+ | SH |
| USXF | ISHARES TR | 31K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 22K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| BOND | PIMCO ETF TR | 17K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 16K | $1M+ | SH |
| IDEV | ISHARES TR | 19K | $1M+ | SH |
| WMT | WALMART INC | 14K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 45K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| AFL | AFLAC INC | 13K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 43K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 11K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 41K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| FREL | FIDELITY COVINGTON TRUST | 46K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 26K | $1M+ | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 184K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 21K | $1M+ | SH |
| FELC | FIDELITY COVINGTON TRUST | 30K | $1M+ | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 24K | $1M+ | SH |
| MUB | ISHARES TR | 10K | $1M+ | SH |
| FELV | FIDELITY COVINGTON TRUST | 31K | $1M+ | SH |
| DFNL | DAVIS FUNDAMENTAL ETF TR | 22K | $1M+ | SH |
| NOW | SERVICENOW INC | 7K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 2K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 27K | $1M+ | SH |
| FELG | FIDELITY COVINGTON TRUST | 25K | $1M+ | SH |
| PULS | PGIM ETF TR | 21K | $1M+ | SH |
| DCOR | DIMENSIONAL ETF TRUST | 14K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 25K | $1M+ | SH |
| DMXF | ISHARES TR | 13K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 21K | $500K+ | SH |