Summit Wealth Group Llc / Co

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$240M
Signature - Title
Sarah H Schmidt - Consultant
Location
Colorado Springs, CO
Summary
This page shows a list of all the recent 13F filings made by Summit Wealth Group Llc / Co. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Summit Wealth Group Llc / Co reported 245 stock holdings with total value $240M as of Q3 2025. Top holdings included TIP, JPST, MSFT, PULS, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 245 $240M +$208M -$336M -$128M TIP, JPST, MSFT, PULS, AMZN 13F-HR 11/14/2025, 05:06 PM
Q2 2025 236 $398M $0 $0 SPHQ, SCHD, FTCS, DUHP, AAPL 13F-HR 8/13/2025, 10:28 AM