SUMMIT WEALTH GROUP LLC / CO
All 13F Filings
- Location
- Colorado Springs, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 754,128
- 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 |
|---|---|---|---|---|---|
| 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 | 660.8 K | 87.7% | 398.3 K | 0 | 398.3 K |
| ETFs | 90.98 K | 12.1% | 54.98 K | 0 | 54.98 K |
| Debt | 1.957 K | 0.3% | 1.957 K | 0 | 1.957 K |
| Other | 0 | 0.0% | 0 | 984 | -984 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
754,128
Holdings
273
QoQ value change ($000)
454,609
(151.8%)
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.