SUMMIT WEALTH GROUP LLC / CO - Portfolio Stock Holdings
SUMMIT WEALTH GROUP LLC / CO disclosed 403 stock positions in a recent SEC 13F filing. $1,207,371,012 of stock holdings were filed, with the largest holdings including SEIM, SEIV, and SEIE. This filing represented positions held on June 30, 2026, and was filed on July 28, 2026.Report Period:
June 30, 2026No. of Stocks:
403Est. Stock Holding Value:
$1,207,371,012Top 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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Holdings (USD)
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% of Portfolio
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