SUMMIT WEALTH GROUP LLC / CO
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2081278
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$1.2B
Holdings
396
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SUMMIT WEALTH GROUP LLC / CO disclosed 396 positions worth $1.2B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 64 new positions and exited 8 and a full exit from $PCAR. The portfolio is most concentrated in Other (81.3% of disclosed assets). All figures are sourced directly from SUMMIT WEALTH GROUP LLC / CO’s Form 13F-HR filing with the SEC under CIK 2081278.
AI Fund Analysis
Stable
$AAPL2.3% weight
Held 5 quarters
$NVDA1.5% weight
Held 5 quarters
$AMZN0.7% weight
Held 5 quarters
VANGUARD INDEX FDS - TOTAL
0.5% weight
Held 5 quarters
$MSFT0.5% weight
Held 5 quarters
$LLY4 quarters accumulating
SEI EXCHANGE TRADED FUNDS
3 quarters accumulating
SEI EXCHANGE TRADED FUNDS
3 quarters accumulating
SEI EXCHANGE TRADED FUNDS
3 quarters accumulating
SEI EXCHANGE TRADED FUNDS
3 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SEI EXCHANGE TRADED FUNDS - QIM US LARGE CAP
—Quality
$149.0M2,653,233 shSEI EXCHANGE TRADED FUNDS - QIM US LARGE VAL
—Quality
$145.6M3,033,153 shSEI EXCHANGE TRADED FUNDS - SELE INTL EQ ETF
—Quality
$94.8M2,672,072 shSEI EXCHANGE TRADED FUNDS - QIM US LRG CAP Q
—Quality
$64.9M1,645,704 shSEI EXCHANGE TRADED FUNDS - SELE SMAL CA ETF
—Quality
$63.0M1,879,466 shSEI EXCHANGE TRADED FUNDS - SELECT EMERGING
—Quality
$42.5M1,059,125 sh- 76.4
Quality
$28.3M97,815 sh - —
Quality
$27.5M305,169 sh ISHARES TR - RUS 1000 GRW ETF
—Quality
$23.2M187,162 shISHARES TR - RUS 1000 VAL ETF
—Quality
$19.4M79,919 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SEI EXCHANGE TRADED FUNDS - QIM US LARGE CAP | — | $149.0M | 2,653,233 |
| SEI EXCHANGE TRADED FUNDS - QIM US LARGE VAL | — | $145.6M | 3,033,153 |
| SEI EXCHANGE TRADED FUNDS - SELE INTL EQ ETF | — | $94.8M | 2,672,072 |
| SEI EXCHANGE TRADED FUNDS - QIM US LRG CAP Q | — | $64.9M | 1,645,704 |
| SEI EXCHANGE TRADED FUNDS - SELE SMAL CA ETF | — | $63.0M | 1,879,466 |
| SEI EXCHANGE TRADED FUNDS - SELECT EMERGING | — | $42.5M | 1,059,125 |
| Apple Inc.$AAPL | 76.4 | $28.3M | 97,815 |
 Invesco Ltd.$IVZ | — | $27.5M | 305,169 |
| ISHARES TR - RUS 1000 GRW ETF | — | $23.2M | 187,162 |
| ISHARES TR - RUS 1000 VAL ETF | — | $19.4M | 79,919 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SUMMIT WEALTH GROUP LLC / CO's 396 positions.
Showing top 10 of 396 holdings.
Sector Allocation
Other
$982.4M
Technology
$93.1M
Financials
$60.6M
Industrials
$21.9M
Consumer Discretionary
$18.6M
Healthcare
$12.8M
Energy
$4.1M
Consumer Staples
$4.0M
Top Holdings — SUMMIT WEALTH GROUP LLC / CO (Q2 2026)
Top 150 of 396 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SEI EXCHANGE TRADED FUNDS - QIM US LARGE CAP | $149.0M | 12.3% | +10% | — |
| 2 | — | SEI EXCHANGE TRADED FUNDS - QIM US LARGE VAL | $145.6M | 12.1% | +11% | — |
| 3 | — | SEI EXCHANGE TRADED FUNDS - SELE INTL EQ ETF | $94.8M | 7.8% | +13% | — |
| 4 | — | SEI EXCHANGE TRADED FUNDS - QIM US LRG CAP Q | $64.9M | 5.4% | +13% | — |
| 5 | — | SEI EXCHANGE TRADED FUNDS - SELE SMAL CA ETF | $63.0M | 5.2% | +12% | — |
| 6 | — | SEI EXCHANGE TRADED FUNDS - SELECT EMERGING | $42.5M | 3.5% | +10% | — |
| 7 | $AAPL | Apple Inc. | $28.3M | 2.3% | -1% | 76.4 |
| 8 | $IVZ | Invesco Ltd. | $27.5M | 2.3% | -5% | — |
| 9 | — | ISHARES TR - RUS 1000 GRW ETF | $23.2M | 1.9% | +317% | — |
| 10 | — | ISHARES TR - RUS 1000 VAL ETF | $19.4M | 1.6% | +4% | — |
| 11 | $NVDA | NVIDIA CORP | $18.1M | 1.5% | +3% | 85.9 |
| 12 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $17.6M | 1.4% | +1% | — |
| 13 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $15.4M | 1.3% | -8% | — |
| 14 | — | VANGUARD INDEX FDS - GROWTH ETF | $15.2M | 1.3% | +565% | — |
| 15 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $13.9M | 1.1% | -0% | — |
| 16 | — | FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT | $10.7M | 0.9% | +0% | — |
| 17 | — | SEI EXCHANGE TRADED FUNDS - HIGH YIELD BOND | $10.4M | 0.9% | NEW | — |
| 18 | — | ISHARES TR - RUS MD CP GR ETF | $9.6M | 0.8% | +8% | — |
| 19 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $9.2M | 0.8% | -1% | — |
| 20 | — | ISHARES TR - RUS MDCP VAL ETF | $9.1M | 0.8% | +9% | — |
| 21 | $AMZN | AMAZON COM INC | $8.8M | 0.7% | -1% | 68.7 |
| 22 | — | DBX ETF TR - XTRACK MSCI EAFE | $8.7M | 0.7% | +19% | — |
| 23 | — | FIDELITY COVINGTON TRUST - INT VL FCT ETF | $8.5M | 0.7% | -0% | — |
| 24 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $7.9M | 0.7% | -5% | — |
| 25 | $IVZ | Invesco Ltd. | $7.8M | 0.7% | -0% | — |
| 26 | — | ISHARES TR - RUS 2000 GRW ETF | $7.6M | 0.6% | +8% | — |
| 27 | — | ISHARES TR - CORE S&P500 ETF | $7.0M | 0.6% | +35% | — |
| 28 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $6.6M | 0.5% | +2% | — |
| 29 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $6.4M | 0.5% | +8% | — |
| 30 | — | VANGUARD INDEX FDS - VALUE ETF | $5.8M | 0.5% | +4% | — |
| 31 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $5.8M | 0.5% | -2% | — |
| 32 | $MSFT | MICROSOFT CORP | $5.7M | 0.5% | +6% | 79.8 |
| 33 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $5.6M | 0.5% | +66% | — |
| 34 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $5.0M | 0.4% | +1% | — |
| 35 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | $4.9M | 0.4% | +2% | — |
| 36 |  $GOOG | Alphabet Inc. | $4.8M | 0.4% | +10% | 78.2 |
| 37 | — | NORTHERN LTS FD TR IV - INSPIRE 100 ETF | $4.7M | 0.4% | +1% | — |
| 38 | — | ISHARES TR - RUS 2000 VAL ETF | $4.5M | 0.4% | +3% | — |
| 39 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $4.5M | 0.4% | -1% | — |
| 40 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $4.4M | 0.4% | -1% | — |
| 41 | — | ISHARES INC - CORE MSCI EMKT | $4.2M | 0.3% | +17% | — |
| 42 |  $TSLA | Tesla, Inc. | $4.0M | 0.3% | +9% | 53.9 |
| 43 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $3.8M | 0.3% | -8% | — |
| 44 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | $3.6M | 0.3% | +10% | — |
| 45 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $3.6M | 0.3% | -8% | — |
| 46 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $3.5M | 0.3% | +8% | — |
| 47 | — | ISHARES TR - S&P MC 400GR ETF | $3.4M | 0.3% | -0% | — |
| 48 |  $MU | MICRON TECHNOLOGY INC | $3.4M | 0.3% | +20% | 86.2 |
| 49 | — | FIDELITY COVINGTON TRUST - ENH MID COR ETF | $3.4M | 0.3% | +0% | — |
| 50 |  $GOOGL | Alphabet Inc. | $3.2M | 0.3% | +19% | 78.2 |
| 51 | — | ISHARES TR - MRGSTR MD CP GRW | $3.2M | 0.3% | +2% | — |
| 52 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $3.1M | 0.3% | -0% | — |
| 53 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $3.0M | 0.3% | +34% | — |
| 54 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.9M | 0.2% | -6% | — |
| 55 |  $WT | WisdomTree, Inc. | $2.8M | 0.2% | +2% | 59.9 |
| 56 | — | DAVIS FUNDAMENTAL ETF TR - SELECT US EQTY | $2.7M | 0.2% | -0% | — |
| 57 | $LLY | ELI LILLY & Co | $2.7M | 0.2% | +9% | 87.5 |
| 58 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | $2.7M | 0.2% | +12% | — |
| 59 | — | STRATEGY SHS - EVEN HIGH DI ETF | $2.7M | 0.2% | NEW | — |
| 60 |  $AFL | AFLAC INC | $2.6M | 0.2% | -1% | 61.3 |
| 61 | — | DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA | $2.6M | 0.2% | -1% | — |
| 62 |  $WMT | Walmart Inc. | $2.5M | 0.2% | +45% | 60.2 |
| 63 | — | ISHARES TR - MSCI USA MMENTM | $2.5M | 0.2% | -0% | — |
| 64 |  $CAT | CATERPILLAR INC | $2.4M | 0.2% | +26% | 66.5 |
| 65 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $2.4M | 0.2% | +41% | — |
| 66 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $2.3M | 0.2% | +2% | — |
| 67 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $2.3M | 0.2% | -4% | — |
| 68 | — | ISHARES TR - CORE MSCI INTL | $2.3M | 0.2% | +16% | — |
| 69 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS HI | $2.3M | 0.2% | -1% | — |
| 70 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $2.2M | 0.2% | +0% | — |
| 71 |  $META | Meta Platforms, Inc. | $2.1M | 0.2% | +14% | 79.6 |
| 72 |  $XOM.R34088 | EXXON MOBIL CORP | $2.1M | 0.2% | +5% | 57.9 |
| 73 | — | ISHARES TR - U S EQUITY FACTR | $2.1M | 0.2% | -8% | — |
| 74 | $META | Meta Platforms, Inc. | $2.1M | 0.2% | +3% | 79.6 |
| 75 | — | ISHARES TR - ESG MSCI USA ETF | $2.1M | 0.2% | -2% | — |
| 76 | — | TIMOTHY PLAN - INTL ETF | $2.1M | 0.2% | +889% | — |
| 77 |  $AMAT | APPLIED MATERIALS INC /DE | $2.1M | 0.2% | +9% | 72.3 |
| 78 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.1M | 0.2% | +36% | — |
| 79 | — | FIDELITY COVINGTON TRUST - MSCI RL EST ETF | $2.0M | 0.2% | +30% | — |
| 80 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $2.0M | 0.2% | -4% | — |
| 81 | $IVZ | Invesco Ltd. | $1.9M | 0.2% | +16% | — |
| 82 |  $UPS | UNITED PARCEL SERVICE INC | $1.9M | 0.2% | +10% | 58.6 |
| 83 |  $AVGO | Broadcom Inc. | $1.9M | 0.2% | +36% | 84.5 |
| 84 |  $JPM | JPMORGAN CHASE & CO | $1.9M | 0.2% | +18% | 70.7 |
| 85 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.9M | 0.1% | +9% | 73.8 |
| 86 | — | ISHARES TR - U.S. TECH ETF | $1.8M | 0.1% | -4% | — |
| 87 |  $SPY | SPDR S&P 500 ETF TRUST | $1.8M | 0.1% | +3% | — |
| 88 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.8M | 0.1% | +0% | — |
| 89 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.8M | 0.1% | +4% | — |
| 90 | — | SPDR SERIES TRUST - ST STR SP600SM C | $1.7M | 0.1% | -20% | — |
| 91 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $1.7M | 0.1% | +5% | — |
| 92 |  $HCA | HCA Healthcare, Inc. | $1.7M | 0.1% | -3% | 68.9 |
| 93 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.7M | 0.1% | -1% | 66.2 |
| 94 |  $PWR | QUANTA SERVICES, INC. | $1.6M | 0.1% | -2% | 72.1 |
| 95 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $1.6M | 0.1% | +0% | — |
| 96 | — | PIMCO ETF TR - ACTIVE BD ETF | $1.6M | 0.1% | +2% | — |
| 97 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $1.6M | 0.1% | +0% | — |
| 98 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $1.5M | 0.1% | -2% | — |
| 99 | — | ISHARES TR - CORE US AGGBD ET | $1.5M | 0.1% | +2% | — |
| 100 | — | ISHARES TR - CORE S&P SCP ETF | $1.5M | 0.1% | +18% | — |
| 101 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $1.5M | 0.1% | +27% | — |
| 102 |  $JNJ | JOHNSON & JOHNSON | $1.5M | 0.1% | +14% | 69 |
| 103 |  $AHR | American Healthcare REIT, Inc. | $1.5M | 0.1% | +6% | 54 |
| 104 | — | ISHARES TR - NATIONAL MUN ETF | $1.5M | 0.1% | -11% | — |
| 105 | — | NORTHERN LTS FD TR IV - INSPIRE CORP BD | $1.4M | 0.1% | +14% | — |
| 106 |  $INTC | INTEL CORP | $1.4M | 0.1% | +22% | 45.6 |
| 107 |  $AMD | ADVANCED MICRO DEVICES INC | $1.4M | 0.1% | +24% | 79.8 |
| 108 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $1.3M | 0.1% | -2% | — |
| 109 |  $LOW | LOWES COMPANIES INC | $1.3M | 0.1% | +321% | 60.8 |
| 110 | $WT | WisdomTree, Inc. | $1.3M | 0.1% | +30% | 59.9 |
| 111 |  $CSCO | CISCO SYSTEMS, INC. | $1.3M | 0.1% | +10% | 70.3 |
| 112 |  $PG | PROCTER & GAMBLE Co | $1.3M | 0.1% | +121% | 64.6 |
| 113 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $1.3M | 0.1% | +0% | — |
| 114 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $1.2M | 0.1% | +87% | — |
| 115 |  $CRWD | CrowdStrike Holdings, Inc. | $1.2M | 0.1% | +2% | 67.7 |
| 116 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.2M | 0.1% | -14% | — |
| 117 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $1.2M | 0.1% | -3% | — |
| 118 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $1.2M | 0.1% | +6% | — |
| 119 | — | DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | $1.1M | 0.1% | +2% | — |
| 120 | — | ISHARES TR - ESG EAFE ETF | $1.1M | 0.1% | -1% | — |
| 121 | — | DAVIS FUNDAMENTAL ETF TR - SELECT FINL | $1.1M | 0.1% | -1% | — |
| 122 | — | PIMCO ETF TR - MULTISECTOR BD | $1.1M | 0.1% | +350% | — |
| 123 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $1.1M | 0.1% | +93% | — |
| 124 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $1.1M | 0.1% | -1% | — |
| 125 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $1.1M | 0.1% | +8% | — |
| 126 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $1.1M | 0.1% | -1% | — |
| 127 |  $ORCL | ORACLE CORP | $1.1M | 0.1% | +26% | 66.2 |
| 128 |  $WPC | W. P. Carey Inc. | $1.0M | 0.1% | -5% | 65.9 |
| 129 | — | SEI EXCHANGE TRADED FUNDS - QIM US LARGE VOL | $1.0M | 0.1% | +16% | — |
| 130 |  $ASML | ASML HOLDING NV | $1.0M | 0.1% | +34% | — |
| 131 |  $HD | HOME DEPOT, INC. | $998,319 | 0.1% | +6% | 60.3 |
| 132 |  $V | VISA INC. | $975,340 | 0.1% | +23% | 82.9 |
| 133 | — | ISHARES TR - GLOBAL TECH ETF | $960,464 | 0.1% | +0% | — |
| 134 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $958,931 | 0.1% | +21% | — |
| 135 | — | PGIM ETF TR - PGIM ULTRA SH BD | $948,585 | 0.1% | -4% | — |
| 136 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $945,362 | 0.1% | NEW | — |
| 137 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $927,906 | 0.1% | +2% | — |
| 138 | — | VANGUARD STAR FDS - VG TL INTL STK F | $917,786 | 0.1% | +0% | — |
| 139 |  $SPGI | S&P Global Inc. | $911,277 | 0.1% | +2% | 76.1 |
| 140 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $909,535 | 0.1% | -1% | — |
| 141 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $874,642 | 0.1% | +4% | — |
| 142 | — | VANGUARD INDEX FDS - MID CAP ETF | $873,103 | 0.1% | +411% | — |
| 143 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $857,720 | 0.1% | +2% | — |
| 144 |  $CVX | CHEVRON CORP | $850,970 | 0.1% | +23% | 62.8 |
| 145 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $846,505 | 0.1% | -1% | — |
| 146 |  $KO | COCA COLA CO | $845,129 | 0.1% | +32% | 69.5 |
| 147 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $844,355 | 0.1% | +2% | — |
| 148 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $837,281 | 0.1% | -0% | — |
| 149 | — | VANGUARD INDEX FDS - SMALL CP ETF | $833,984 | 0.1% | +0% | — |
| 150 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $833,564 | 0.1% | +0% | — |
New Positions (64)
SEI EXCHANGE TRADED FUNDS - HIGH YIELD BOND$10.4M
STRATEGY SHS - EVEN HIGH DI ETF$2.7M
AMERICAN CENTY ETF TR - AVANTIS EMGMKT$945,362
$SYY SYSCO CORP$751,290 T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP$680,114
FIDELITY MERRIMACK STR TR - INVESTMENT GR BD$633,988
MORGAN STANLEY ETF TRUST - EATO VANC BD ETF$566,772
UNIFIED SER TR - ONEASCENT EMGRG$532,578
$STX Seagate Technology Holdings plc$521,767
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$495,052
$MRVL Marvell Technology, Inc.$479,295
$KLAC KLA CORP$449,340 FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$446,257
FIDELITY COVINGTON TRUST - ENHANCED INTL$421,466
$BNY Bank of New York Mellon Corp$414,507
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