SUMMIT WEALTH GROUP LLC / CO
SUMMIT WEALTH GROUP LLC / CO reported 396 positions worth $1.21B as of June 30, 2026 (13F filed July 28, 2026). Largest holding: SEIM (12.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SEIM | SH | $149.0M | 12.33% | 2,653,233 | — | — | |
| ▸ 2 | SEIV | SH | $145.6M | 12.05% | 3,033,153 | — | — | |
| ▸ 3 | SEIE | SH | $94.8M | 7.85% | 2,672,072 | — | — | |
| ▸ 4 | SEIQ | SH | $64.9M | 5.37% | 1,645,704 | — | — | |
| ▸ 5 | SEIS | SH | $63.0M | 5.22% | 1,879,466 | — | — | |
| ▸ 6 | SEEM | SH | $42.5M | 3.51% | 1,059,125 | — | — | |
| ▸ 7 | AAPL | SH | $28.3M | 2.34% | 97,815 | — | — | |
| ▸ 8 | SPHQ | SH | $27.5M | 2.28% | 305,169 | — | — | |
| ▸ 9 | IWF | SH | $23.2M | 1.92% | 187,162 | — | — | |
| ▸ 10 | IWD | SH | $19.4M | 1.60% | 79,919 | — | — |
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Frequently Asked Questions
What stocks does SUMMIT WEALTH GROUP LLC / CO hold as of Q2 2026?
SUMMIT WEALTH GROUP LLC / CO reported 396 positions worth $1.21B in its Q2 2026 13F filing. Largest positions: SEIM (12.3%), SEIV (12.0%), SEIE (7.8%), SEIQ (5.4%) and SEIS (5.2%).
What did SUMMIT WEALTH GROUP LLC / CO buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SUMMIT WEALTH GROUP LLC / CO sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.