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 201–250 of 273
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ECG | EVERUS CONSTR GROUP | 4K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 6K | $100K–$500K | SH |
| HYD | VANECK ETF TRUST | 6K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 298 | $100K–$500K | SH |
| IMCB | ISHARES TR | 4K | $100K–$500K | SH |
| PTRB | PGIM ETF TR | 8K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| ESML | ISHARES TR | 7K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| FESM | FIDELITY COVINGTON TRUST | 8K | $100K–$500K | SH |
| BBHL | BBH TR | 18K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 1K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| ZTS | ZOETIS INC | 2K | $100K–$500K | SH |
| AXTA | AXALTA COATING SYS LTD | 9K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 1K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 5K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 4K | $100K–$500K | SH |
| INTC | INTEL CORP | 7K | $100K–$500K | SH |
| JAAA | JANUS DETROIT STR TR | 5K | $100K–$500K | SH |
| RNST | RENASANT CORP | 8K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| IWV | ISHARES TR | 686 | $100K–$500K | SH |
| FXH | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 7K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| IUSV | ISHARES TR | 2K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 687 | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| ALGN | ALIGN TECHNOLOGY INC | 2K | $100K–$500K | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 10K | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC | 1K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 4K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| UAL | UNITED AIRLS HLDGS INC | 2K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 4K | $100K–$500K | SH |
| OGIG | ALPS ETF TR | 5K | $100K–$500K | SH |
| ECL | ECOLAB INC | 948 | $100K–$500K | SH |
| FDX | FEDEX CORP | 852 | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 430 | $100K–$500K | SH |
| IDA | IDACORP INC | 2K | $100K–$500K | SH |
| WPC | WP CAREY INC | 4K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 737 | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 1K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |