SUMMIT WEALTH GROUP LLC / CO
All 13F Filings
- Location
- Colorado Springs, CO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 950,360
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 339 | 950,360 | 13F-HR | SUMMIT WEALTH GROUP LLC / CO |
| Q4 2025 | 2/4/2026 | 273 | 754,128 | 13F-HR | SUMMIT WEALTH GROUP LLC / CO |
| Q3 2025 | 2/5/2026 | 266 | 645,990 | 13F-HR/A - NEW HOLDINGS | SUMMIT WEALTH GROUP LLC / CO |
| Q3 2025 | 11/14/2025 | 244 | 299,519 | 13F-HR | SUMMIT WEALTH GROUP LLC / CO |
| Q2 2025 | 8/13/2025 | 236 | 398,258 | 13F-HR | SUMMIT WEALTH GROUP LLC / CO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 187.1 K | 19.7% | 0 | 473.7 K | -473.7 K |
| ETFs | 760.6 K | 80.1% | 669.6 K | 0 | 669.6 K |
| Debt | 2.31 K | 0.2% | 353 | 0 | 353 |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
950,360
Holdings
339
QoQ value change ($000)
196,232
(26.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.