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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 16 of 20  ·  396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 APP APPLOVIN CORP Technology 581.0 $299K 0.03% NEW $515.47 -40.7%
302 ADI ANALOG DEVICES INC Technology 746.0 $296K 0.03% NEW $397.27 -6.1%
303 BX BLACKSTONE INC Financial Services 2,501.0 $294K 0.02% NEW $117.66 +21.9%
304 FDX FEDEX CORP Industrials 937.0 $293K 0.02% +85.0 +10.0% $313.10 +3.8%
305 IWV ISHARES TR 686.0 $293K 0.02% $426.40 +2.4%
306 GOVT ISHARES TR 12,829.0 $292K 0.02% NEW $22.78 -1.4%
307 CMI CUMMINS INC Industrials 409.0 $292K 0.02% NEW $713.01 -17.6%
308 HONEYWELL AEROSPACE INC 1,318.0 $291K 0.02% NEW $221.08
309 ECL ECOLAB INC Basic Materials 1,042.0 $290K 0.02% +94.0 +9.9% $278.61 +1.1%
310 BBH TR 16,656.0 $290K 0.02% -2K -9.5% $17.40
311 IGSB ISHARES TR 5,489.0 $288K 0.02% NEW $52.41 -0.6%
312 FXH FIRST TR EXCHANGE-TRADED FD 2,347.0 $287K 0.02% +35.0 +1.5% $122.40 +10.5%
313 PNC PNC FINL SVCS GROUP INC Financial Services 1,160.0 $286K 0.02% -170.0 -12.8% $246.32 -1.3%
314 DAL DELTA AIR LINES INC Industrials 3,039.0 $285K 0.02% NEW $93.67 -12.0%
315 SDY SPDR SERIES TRUST 1,862.0 $283K 0.02% NEW $152.19 +4.1%
316 ANET ARISTA NETWORKS INC Technology 1,660.0 $282K 0.02% NEW $169.88 +11.0%
317 ROK ROCKWELL AUTOMATION INC Industrials 569.0 $282K 0.02% NEW $494.90 -11.7%
318 PFE PFIZER INC Healthcare 11,625.0 $280K 0.02% NEW $24.08 +16.6%
319 ALGN ALIGN TECHNOLOGY INC Healthcare 1,639.0 $276K 0.02% +15.0 +0.9% $168.66 -3.6%
320 IUSV ISHARES TR 2,493.0 $275K 0.02% $110.15 +4.3%
Page 16 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%