SUMMIT WEALTH GROUP LLC / CO

Q3 2025 13F Holdings Report, New Holdings, Stock Holdings

Signature - Title
Sarah H Schmidt - Consultant
Location
Colorado Springs, CO
Holdings as of
30 Sep 2025
Value $
$205,519,750
Num holdings
266
Filing time
05 Feb 2026, 11:02:09 UTC
Form type
13F-HR/A-1 - New Holdings
Description
Top holdings included USNA, VAL, USFD, CCS, and EG.
Previous filing
Q2 2025 - 13 Aug 2025
Next filing
Q4 2025 - 04 Feb 2026
SEC
View on sec.gov
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Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Sarah H Schmidt Consultant Covington, Kentucky 05 Feb 2026