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 Market Cap. of $200 Billions or more
