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Portfolio (Quarterly) Guide ↗

SUMMIT WEALTH GROUP LLC / CO

· CIK 0002081278
13F Portfolio $1.2B AUM 394 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 130 New 188 Added 53 Reduced 7 Exited
Page 3 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CGDV CAPITAL GROUP DIVIDEND VALUE 60,277.0 $3.0M 0.25% +19K +44.3% $49.28 +1.9%
42 QQQ INVESCO QQQ TR Financial Services 3,974.0 $2.9M 0.24% +22.0 +0.6% $736.32 -3.1%
43 DON WISDOMTREE TR 50,187.0 $2.8M 0.23% +2K +3.2% $56.52 +3.1%
44 LLY ELI LILLY & CO Healthcare 2,222.0 $2.7M 0.22% +284.0 +14.7% $1199.39 +4.6%
45 JHMM JOHN HANCOCK EXCHANGE TRADED 35,500.0 $2.7M 0.22% +4K +12.2% $74.96 +1.3%
46 AFL AFLAC INC Financial Services 21,928.0 $2.6M 0.21% +9K +67.8% $117.25 -1.0%
47 DFSB DIMENSIONAL ETF TRUST 49,039.0 $2.6M 0.21% +606.0 +1.2% $52.11 -2.7%
48 WMT WALMART INC Consumer Defensive 22,345.0 $2.5M 0.21% +8K +60.1% $113.26 -8.4%
49 CAT CATERPILLAR INC Industrials 2,254.0 $2.4M 0.20% +693.0 +44.4% $1065.12 -22.3%
50 VOT VANGUARD INDEX FDS 7,741.0 $2.4M 0.20% +2K +44.9% $306.31 -0.3%
51 IDEV ISHARES TR 25,717.0 $2.3M 0.19% +7K +35.8% $89.01 +4.8%
52 META META PLATFORMS INC Communication Services 3,807.0 $2.1M 0.18% +1K +51.1% $563.26 -2.4%
53 XOM EXXON MOBIL CORP Energy 15,637.0 $2.1M 0.18% +4K +37.1% $136.72 +20.8%
54 BSV VANGUARD BD INDEX FDS 27,192.0 $2.1M 0.17% +5K +22.2% $77.91 -0.4%
55 AMAT APPLIED MATLS INC Technology 2,839.0 $2.1M 0.17% +480.0 +20.4% $722.96 -31.9%
56 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,296.0 $2.1M 0.17% +2K +107.0% $477.61 -12.3%
57 FREL FIDELITY COVINGTON TRUST 69,035.0 $2.0M 0.17% +24K +51.7% $29.30 +2.0%
58 QQQM INVESCO EXCH TRADED FD TR II 6,355.0 $1.9M 0.16% +5K +312.1% $302.97 -3.0%
59 UPS UNITED PARCEL SVCS INC Industrials 17,871.0 $1.9M 0.16% +2K +11.9% $107.50 -5.1%
60 AVGO BROADCOM INC Technology 5,071.0 $1.9M 0.16% +3K +136.6% $377.73 -2.5%
Page 3 of 10  ·  188 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.4%
Financial Services 11.5%
Consumer Cyclical 10.2%
Industrials 9.7%
Healthcare 7.5%
Communication Services 5.0%
Consumer Defensive 4.8%
Energy 2.3%
Utilities 2.2%
Real Estate 1.8%