Summit Wealth Group, LLC/OK
All 13F Filings
- Location
- Tulsa, OK
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 59,019
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/9/2026 | 53 | 59,019 | 13F-HR | Summit Wealth Group, LLC/OK |
| Q2 2026 | 11/9/2026 | 62 | 77,052 | 13F-HR | Summit Wealth Group, LLC/OK |
| Q1 2026 | 11/9/2026 | 58 | 71,617 | 13F-HR | Summit Wealth Group, LLC/OK |
| Q4 2025 | 11/9/2026 | 65 | 97,020 | 13F-HR | Summit Wealth Group, LLC/OK |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.24 K | 28.3% | 0 | 3.418 K | -3.418 K |
| ETFs | 41.23 K | 71.7% | 0 | 14.14 K | -14.14 K |
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Fund Snapshot
Q3 2026
Latest filed
11/9/2026
Total value ($000)
59,019
Holdings
53
QoQ value change ($000)
-18,033
(-23.4%)
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.