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 on Oct. 29, 2026.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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Holdings (Shares)
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% of Portfolio
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