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.
Portfolio value
$398 Billion
ETFs: $295 Billion
Technology: $31.2 Billion
Consumer Cyclical: $9.4 Billion
Financial Services: $7.04 Billion
Industrials: $6.85 Billion
Communication Services: $5.2 Billion
Healthcare: $4.9 Billion
Consumer Defensive: $4.04 Billion
Other: $5.03 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
