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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 15 of 20  ·  396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PSX PHILLIPS 66 Energy 1,997.0 $338K 0.03% NEW $169.02 +43.7%
282 COP CONOCOPHILLIPS Energy 3,234.0 $336K 0.03% NEW $103.94 +29.8%
283 DUK DUKE ENERGY CORP NEW Utilities 2,598.0 $329K 0.03% NEW $126.59 -5.3%
284 SNDK SANDISK CORP Technology 144.0 $328K 0.03% NEW $2277.52 -29.9%
285 VRT VERTIV HOLDINGS CO Industrials 978.0 $327K 0.03% NEW $334.82 -21.8%
286 NOC NORTHROP GRUMMAN CORP Industrials 639.0 $326K 0.03% +33.0 +5.5% $509.51 +8.1%
287 COF CAPITAL ONE FINL CORP Financial Services 1,620.0 $325K 0.03% +412.0 +34.1% $200.56 +8.7%
288 SHW SHERWIN WILLIAMS CO Basic Materials 943.0 $325K 0.03% +206.0 +27.9% $344.41 +0.6%
289 USB US BANCORP Financial Services 5,316.0 $321K 0.03% NEW $60.41 +2.7%
290 XEL XCEL ENERGY INC Utilities 3,975.0 $319K 0.03% +264.0 +7.1% $80.29 -5.0%
291 UAL UNITED AIRLS HLDGS INC Industrials 2,320.0 $315K 0.03% +88.0 +3.9% $135.98 -16.8%
292 APH AMPHENOL CORP Technology 1,789.0 $315K 0.03% NEW $176.30 -10.9%
293 NFLX NETFLIX INC. Communication Services 4,366.0 $312K 0.03% +1K +45.7% $71.40 +11.5%
294 BLK BLACKROCK INC Financial Services 322.0 $310K 0.03% NEW $961.55 +20.3%
295 SPSM SPDR SERIES TRUST 5,336.0 $308K 0.03% $57.67 -0.7%
296 TJX TJX COS INC NEW Consumer Cyclical 2,015.0 $305K 0.03% NEW $151.47 -7.2%
297 CSX CSX CORP Industrials 6,401.0 $304K 0.03% NEW $47.53 +8.5%
298 O REALTY INCOME CORP Real Estate 4,893.0 $303K 0.03% +467.0 +10.6% $61.96 +1.0%
299 URI UNITED RENTALS INC Industrials 268.0 $303K 0.03% +19.0 +7.6% $1130.88 -2.9%
300 SHYG ISHARES TR 7,080.0 $300K 0.03% +2K +51.6% $42.41 -0.4%
Page 15 of 20  ·  396 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%