Summit Wealth Group LLC / CO Portfolio Holdings

Summit Wealth Group LLC / CO

  • $300 Billion
  • Q3 2025

Summit Wealth Group LLC / CO has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $300 Billion distributed in 245 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Tips Bd ETF with a value of $20.6B, Spdr Nuveen Bloomberg High Yie with a value of $20.2B, Jp Morgan ETF Tr Ultra Short I with a value of $14.5B, Microsoft Corp with a value of $10.9B, and Pgim ETF Tr with a value of $10.5B.

Examining the 13F form we can see an decrease of $98.7B in the current position value, from $398B to 300B.

Summit Wealth Group LLC / CO is based out at Colorado Springs, CO

Below you can find more details about Summit Wealth Group LLC / CO portfolio as well as his latest detailed transactions.

Portfolio value $300 Billion
ETFs: $84.6 Billion
Technology: $65.6 Billion
Healthcare: $31.7 Billion
Consumer Cyclical: $26.2 Billion
Financial Services: $23.8 Billion
Industrials: $19.4 Billion
Communication Services: $18.5 Billion
Consumer Defensive: $11 Billion
Other: $13.7 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.6 Billion 6.89% of portfolio
227,828
Q3 2025 New
$0
$20.2 Billion 6.75% of portfolio
388,191
Q3 2025 New
$0
$14.5 Billion 4.85% of portfolio
289,705
Q3 2025 New
$0
$10.5 Billion 3.51% of portfolio
212,370
Q3 2025 Added 639.04%
$0
$6.3 Billion 2.1% of portfolio
128,331
Q3 2025 Added 2,005.17%
$0
$2.71 Billion 0.9% of portfolio
92,513
Q3 2025 New
$0
$2 Billion 0.67% of portfolio
4,377
Q3 2025 New
$0
$1.44 Billion 0.48% of portfolio
29,887
Q3 2025 New
$0
$1.37 Billion 0.46% of portfolio
27,224
Q3 2025 New
$0
$1.25 Billion 0.42% of portfolio
39,868
Q3 2025 New
$0
$966 Million 0.32% of portfolio
8,696
Q3 2025 New
$0
$888 Million 0.3% of portfolio
2,077
Q3 2025 Added 7.45%
$11.9B
$818 Million 0.27% of portfolio
22,316
Q3 2025 New
$0
$377 Million 0.13% of portfolio
17,022
Q3 2025 New
$0
$276 Million 0.09% of portfolio
1,301
Q3 2025 Reduced 92.55%
$0
$278 Million 0.09% of portfolio
5,213
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 245
  • Current Value $300 Billion
  • Prior Value $398 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 190 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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