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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 8 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CGMM CAPITAL GROUP EQUITY ETF TR 16,800.0 $554K 0.05% +773.0 +4.8% $32.97 +0.4%
142 IBM INTERNATIONAL BUSINESS MACHS Technology 1,955.0 $550K 0.04% +839.0 +75.2% $281.16 -16.2%
143 TXN TEXAS INSTRS INC Technology 1,774.0 $529K 0.04% +545.0 +44.3% $298.12 -11.3%
144 HYD VANECK ETF TRUST 10,263.0 $529K 0.04% +4K +61.0% $51.51 -2.5%
145 IVW ISHARES TR 3,783.0 $520K 0.04% +556.0 +17.2% $137.54 +0.9%
146 PEP PEPSICO INC Consumer Defensive 3,703.0 $501K 0.04% +1K +57.7% $135.41 +6.0%
147 MA MASTERCARD INCORPORATED Financial Services 958.0 $492K 0.04% +528.0 +122.8% $513.82 +13.0%
148 GLRY NORTHERN LTS FD TR IV 11,184.0 $489K 0.04% +1K +13.6% $43.69 -8.6%
149 PLTR PALANTIR TECHNOLOGIES INC Technology 4,124.0 $481K 0.04% +722.0 +21.2% $116.67 +54.2%
150 BAC BANK OF AMER CORP Financial Services 7,976.0 $454K 0.04% +2K +33.7% $56.98 +8.3%
151 HWM HOWMET AEROSPACE INC Industrials 1,684.0 $453K 0.04% +525.0 +45.3% $268.91 +1.0%
152 T AT&T INC Communication Services 21,834.0 $452K 0.04% +4K +20.6% $20.70 +22.3%
153 SPYV SPDR SERIES TRUST 7,105.0 $432K 0.04% +301.0 +4.4% $60.79 +4.5%
154 CGDG CAPITAL GROUP DIVIDEND GROWE 11,497.0 $431K 0.04% +1K +14.4% $37.51 +3.7%
155 TFLO ISHARES TR 7,871.0 $398K 0.03% +150.0 +1.9% $50.63 -0.0%
156 DIS DISNEY WALT CO Communication Services 4,052.0 $390K 0.03% +2K +79.4% $96.26 +12.0%
157 SHOP SHOPIFY INC Technology 3,372.0 $385K 0.03% +872.0 +34.9% $114.18 +30.7%
158 ETN EATON CORP PLC Industrials 901.0 $384K 0.03% +210.0 +30.4% $426.12 -1.6%
159 AXP AMERICAN EXPRESS CO Financial Services 1,128.0 $381K 0.03% +441.0 +64.2% $338.16 -0.6%
160 SNOW SNOWFLAKE INC Technology 1,477.0 $376K 0.03% +332.0 +29.0% $254.50 +30.8%
Page 8 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%