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Portfolio (Quarterly) Guide ↗

SUMMIT WEALTH GROUP LLC / CO

· CIK 0002081278
13F Portfolio $754M AUM 273 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 242 New 18 Added 12 Reduced 235 Exited
Page 6 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 NUHY NUSHARES ETF TR 17,208 $756K 0.12% SOLD
102 NUMV NUSHARES ETF TR 21,190 $724K 0.11% SOLD
103 FB BANCORP INC 3,975 $721K 0.11% SOLD
104 BKV BKV CORP Energy 1,529 $713K 0.11% SOLD
105 WLK WESTLAKE CORPORATION Basic Materials 9,993 $713K 0.11% SOLD
106 YELP YELP INC Communication Services 7,654 $666K 0.10% SOLD
107 SPRU SPRUCE POWER HOLDING CORP Energy 8,484 $643K 0.10% SOLD
108 FULC FULCRUM THERAPEUTICS INC Healthcare 533 $616K 0.10% SOLD
109 LRCX LAM RESEARCH CORP Technology 2,055 $610K 0.09% SOLD
110 CCL CARNIVAL CORP Consumer Cyclical 1,222 $597K 0.09% SOLD
111 FIRST TR EXCHNG TRADED FD VI 1,990 $595K 0.09% SOLD
112 AXS AXIS CAP HLDGS LTD Financial Services 1,973 $592K 0.09% SOLD
113 HYLB DBX ETF TR 1,777 $591K 0.09% SOLD
114 RYN RAYONIER INC Real Estate 14,112 $585K 0.09% SOLD
115 UTZ UTZ BRANDS INC Consumer Defensive 18,167 $580K 0.09% SOLD
116 KIM KIMCO RLTY CORP Real Estate 4,077 $553K 0.09% SOLD
117 COTY COTY INC Consumer Defensive 11,643 $548K 0.09% SOLD
118 HDV ISHARES TR 2,022 $543K 0.08% SOLD
119 U UNITY SOFTWARE INC Technology 20,061 $528K 0.08% SOLD
120 KEYS KEYSIGHT TECHNOLOGIES INC Technology 8,049 $527K 0.08% SOLD
Page 6 of 12  ·  235 positions
Sector Allocation
Technology 40.9%
Financial Services 12.6%
Consumer Cyclical 10.8%
Industrials 9.7%
Communication Services 7.6%
Healthcare 7.6%
Consumer Defensive 4.0%
Utilities 2.0%
Energy 1.8%
Real Estate 1.6%