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Portfolio (Quarterly) Guide ↗

SUMMIT WEALTH GROUP LLC / CO

· CIK 0002081278
13F Portfolio $646M AUM 266 positions Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 266 New
Page 6 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SKY QUARRY INC 9,478.0 $950K 0.15% NEW $100.25
102 RRX REGAL REXNORD CORPORATION Industrials 24,833.0 $944K 0.15% NEW $38.02 +496.5%
103 WDC WESTERN DIGITAL CORP Technology 3,664.0 $932K 0.14% NEW $254.28 +193.5%
104 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 2,216.0 $916K 0.14% NEW $413.49 -68.1%
105 STEP STEPSTONE GROUP INC Financial Services 19,117.0 $887K 0.14% NEW $46.41 -2.6%
106 DLN WISDOMTREE TR 9,457.0 $847K 0.13% NEW $89.57 +7.4%
107 SMA SMARTSTOP SELF STORAG REIT I Real Estate 2,314.0 $846K 0.13% NEW $365.48 -91.1%
108 PBF PBF ENERGY INC Energy 26,984.0 $820K 0.13% NEW $30.40 +22.7%
109 SMR NUSCALE PWR CORP Utilities 20,478.0 $810K 0.12% NEW $39.54 -70.3%
110 UAMY UNITED STATES ANTIMONY CORP Basic Materials 25,372.0 $810K 0.12% NEW $31.91 -75.4%
111 STE STERIS PLC Healthcare 11,688.0 $806K 0.12% NEW $68.96 +193.8%
112 PAYC PAYCOM SOFTWARE INC Technology 17,431.0 $779K 0.12% NEW $44.69 +179.4%
113 TPIF TIMOTHY PLAN 31,526.0 $761K 0.12% NEW $24.15 +56.2%
114 NUHY NUSHARES ETF TR 17,208.0 $756K 0.12% NEW $43.92 -51.2%
115 NUMV NUSHARES ETF TR 21,190.0 $724K 0.11% NEW $34.17 +24.4%
116 FB BANCORP INC 3,975.0 $721K 0.11% NEW $181.43
117 BKV BKV CORP Energy 1,529.0 $713K 0.11% NEW $466.56 -94.7%
118 WLK WESTLAKE CORPORATION Basic Materials 9,993.0 $713K 0.11% NEW $71.37 +12.5%
119 YELP YELP INC Communication Services 7,654.0 $666K 0.10% NEW $87.03 -73.7%
120 SPRU SPRUCE POWER HOLDING CORP Energy 8,484.0 $643K 0.10% NEW $75.74 -96.2%
Page 6 of 14  ·  266 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
Consumer Defensive 19.7%
Basic Materials 13.2%
Energy 12.6%
Real Estate 12.5%
Consumer Cyclical 11.1%
Industrials 11.1%
Financial Services 8.5%
Healthcare 7.0%
Technology 2.7%
Communication Services 1.2%