13F Filings History of SUMMIT WEALTH GROUP LLC / CO

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$754,127,586
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 273 stock holdings with total value $754,127,586 as of Q4 2025. Top holdings included SEIV, SEIM, SEIE, SEIQ, and SEIS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 273 $754,127,586 +$558,631,707 -$422,786,011 +$135,845,696 SEIV, SEIM, SEIE, SEIQ, SEIS 13F-HR 04 Feb 2026, 16:14
Q3 2025 266 $205,519,750 $0 $0 $0 USNA, VAL, USFD, CCS, EG New Holdings 05 Feb 2026, 11:02
Q3 2025 506 $434,361,476 +$402,846,839 -$334,313,763 +$68,533,076 USNA, VAL, USFD, TIP, JPST 13F-HR 14 Nov 2025, 17:06
Q2 2025 236 $398,258,044 $0 $0 $0 SPHQ, SCHD, FTCS, DUHP, AAPL 13F-HR 13 Aug 2025, 10:28