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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 7 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VOE VANGUARD INDEX FDS 3,571.0 $706K 0.06% +998.0 +38.8% $197.58 +5.6%
122 DE DEERE & CO Industrials 1,091.0 $692K 0.06% +149.0 +15.8% $634.24 +2.1%
123 GD GENERAL DYNAMICS CORP Industrials 1,937.0 $686K 0.06% +201.0 +11.6% $354.24 +8.5%
124 MCD MCDONALDS CORP Consumer Cyclical 2,470.0 $668K 0.06% +400.0 +19.3% $270.31 +0.2%
125 XLK SELECT SECTOR SPDR TR 3,489.0 $665K 0.06% +168.0 +5.1% $190.52 -3.8%
126 PH PARKER-HANNIFIN CORP Industrials 657.0 $643K 0.05% +244.0 +59.1% $978.36 +2.4%
127 FS SPECIALTY LENDING FD 57,396.0 $640K 0.05% +26K +84.1% $11.15
128 MMM 3M CO Industrials 3,865.0 $626K 0.05% +2K +87.7% $161.92 +10.5%
129 CGXU CAPITAL GROUP INTL FOCUS EQT 18,010.0 $624K 0.05% +5K +43.5% $34.62 +1.5%
130 SMLV SPDR SERIES TRUST 3,939.0 $620K 0.05% +294.0 +8.1% $157.36 +1.5%
131 RTX RTX CORPORATION Industrials 3,234.0 $614K 0.05% +2K +156.9% $189.73 +10.6%
132 TPHD TIMOTHY PLAN 14,409.0 $609K 0.05% +2K +13.0% $42.28 +2.6%
133 LMT LOCKHEED MARTIN CORP Industrials 1,192.0 $607K 0.05% +198.0 +19.9% $509.36 +10.6%
134 PTRB PGIM ETF TR 14,629.0 $607K 0.05% +7K +95.0% $41.46 -1.4%
135 VTEB VANGUARD MUN BD FDS 11,895.0 $602K 0.05% +6K +116.3% $50.58 -2.1%
136 USMV ISHARES TR 6,220.0 $600K 0.05% +2K +53.7% $96.45 +5.0%
137 DFLV DIMENSIONAL ETF TRUST 15,040.0 $595K 0.05% +79.0 +0.5% $39.54 +6.2%
138 VZ VERIZON COMMUNICATIONS INC Communication Services 13,313.0 $564K 0.05% +5K +56.2% $42.34 +16.8%
139 UNP UNION PAC CORP Industrials 2,061.0 $561K 0.05% +528.0 +34.4% $271.98 +13.3%
140 NEE NEXTERA ENERGY INC Utilities 6,359.0 $558K 0.05% +3K +66.2% $87.77 -4.7%
Page 7 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%