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 101–150 of 273
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PWR | QUANTA SVCS INC | 2K | $500K+ | SH |
| AGG | ISHARES TR | 9K | $500K+ | SH |
| CAT | CATERPILLAR INC | 2K | $500K+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 26K | $500K+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 19K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 27K | $500K+ | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| IBD | NORTHERN LTS FD TR IV | 34K | $500K+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 9K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |
| ORCL | ORACLE CORP | 4K | $500K+ | SH |
| SELV | SEI EXCHANGE TRADED FUNDS | 25K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 10K | $500K+ | SH |
| EAGG | ISHARES TR | 14K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 9K | $500K+ | SH |
| DLN | WISDOMTREE TR | 8K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| IEFA | ISHARES TR | 7K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 2K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| MISL | FIRST TR EXCHANGE-TRADED FD | 14K | $500K+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 20K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 1K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 2K | $500K+ | SH |
| IHDG | WISDOMTREE TR | 11K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 7K | $500K+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 20K | $500K+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 4K | $500K+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 11K | $500K+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 12K | $500K+ | SH |
| MRK | MERCK & CO INC | 5K | $500K+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 3K | $500K+ | SH |
| IWN | ISHARES TR | 3K | $500K+ | SH |
| CSCO | CISCO SYS INC | 7K | $500K+ | SH |
| INTF | ISHARES TR | 14K | $500K+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $100K–$500K | SH |
| TPHD | TIMOTHY PLAN | 13K | $100K–$500K | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 5K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 994 | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| SMLV | SPDR SERIES TRUST | 4K | $100K–$500K | SH |