SUMMIT WEALTH GROUP LLC / CO - Portfolio Stock Holdings
SUMMIT WEALTH GROUP LLC / CO disclosed 464 stock positions in a recent SEC 13F filing. $1,580,689,138 of stock holdings were filed, with the largest holdings including SEIM, SEIV, and SEIE. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.Report Period:
Sept. 30, 2026No. of Stocks:
464Est. Stock Holding Value:
$1,580,689,138Top Stock Holdings By Sector
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Portfolio Stock Holdings - SUMMIT WEALTH GROUP LLC / CO
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Stock
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% of Portfolio
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