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 151–200 of 273
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SO | SOUTHERN CO | 5K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 5K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 16K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| T | AT&T INC | 18K | $100K–$500K | SH |
| PJP | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| FSSL | FS SPECIALTY LENDING FD | 31K | $100K–$500K | SH |
| DE | DEERE & CO | 942 | $100K–$500K | SH |
| PKG | PACKAGING CORP AMER | 2K | $100K–$500K | SH |
| DFSD | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| PPTA | PERPETUA RESOURCES CORP | 18K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| KO | COCA COLA CO | 6K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| FBT | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 3K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 2K | $100K–$500K | SH |
| TFLO | ISHARES TR | 8K | $100K–$500K | SH |
| J | JACOBS SOLUTIONS INC | 3K | $100K–$500K | SH |
| EMXF | ISHARES TR | 8K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 440 | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 8K | $100K–$500K | SH |
| USMV | ISHARES TR | 4K | $100K–$500K | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 13K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 413 | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 910 | $100K–$500K | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 8K | $100K–$500K | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 10K | $100K–$500K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 5K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| ZFEB | INNOVATOR ETFS TRUST | 14K | $100K–$500K | SH |
| GLRY | NORTHERN LTS FD TR IV | 10K | $100K–$500K | SH |
| DWLD | DAVIS FUNDAMENTAL ETF TR | 8K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 9K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 606 | $100K–$500K | SH |
| EFA | ISHARES TR | 4K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 7K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |