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 251–273 of 273
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| NRG | NRG ENERGY INC | 1K | $100K–$500K | SH |
| XIDE | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| FYX | FIRST TR EXCHANGE-TRADED ALP | 2K | $100K–$500K | SH |
| QQEW | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 12K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 691 | $100K–$500K | SH |
| ARKK | ARK ETF TR | 3K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 1K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 1K | $100K–$500K | SH |
| DFEM | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| IHI | ISHARES TR | 3K | $100K–$500K | SH |
| GSK | GSK PLC | 4K | $100K–$500K | SH |
| BKH | BLACK HILLS CORP | 3K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 427 | $100K–$500K | SH |
| SPMD | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 249 | $100K–$500K | SH |
| SHYG | ISHARES TR | 5K | $100K–$500K | SH |
| GAB | GABELLI EQUITY TR INC | 11K | $50K–$100K | SH |