SUMMIT WEALTH GROUP LLC / CO - Portfolio Stock Holdings
SUMMIT WEALTH GROUP LLC / CO disclosed 352 stock positions in a recent SEC 13F filing. $937,525,421 of stock holdings were filed, with the largest holdings including SEIV, SEIM, and SEIE. This filing represented positions held on March 31, 2026, and was filed on April 23, 2026.Report Period:
March 31, 2026No. of Stocks:
352Est. Stock Holding Value:
$937,525,421Top Stock Holdings By Sector
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Portfolio Stock Holdings - SUMMIT WEALTH GROUP LLC / CO
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% of Portfolio
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