Summit Wealth Group LLC / CO Portfolio Holdings
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
Summit Wealth Group LLC / CO has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $398 Billion distributed in 236 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $31.6B, Schwab Strategic Tr Us Dividen with a value of $22.1B, First Trust Capital Strength E with a value of $15.8B, Dimensional ETF Tr Dimensional with a value of $12.4B, and Apple Inc. with a value of $10.2B.
Examining the 13F form we can see an increase of $398B in the current position value.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 236
- Current Value $398 Billion
- Filing
- Period Q2 2025
- Filing Date August 13, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 236 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks