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Manager record

Summit Wealth Group Llc / Co

Colorado Springs, CO · CIK 2081278 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.24BReported 13F valueQ2 2026 · as filed
394Holdings listed
+30.8%vs prior quartervalue change includes market moves
5Quarters on record
Jul 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $398.3M$398.3MQ2 2025236 holdingsQ3 2025: $646.0M$646.0MQ3 2025266 holdingsQ4 2025: $754.1M$754.1MQ4 2025273 holdingsQ1 2026: $950.4M$950.4MQ1 2026339 holdingsQ2 2026: $1.2B$1.2BQ2 2026394 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 28 2026 13F-HR · period Q2 2026

$1.24B · 394 holdings listed · View original SEC filing ↗
Apr 23 2026 13F-HR · period Q1 2026

$950.36M · 339 holdings listed · View original SEC filing ↗
Feb 05 2026 13F-HR/A · period Q3 2025

$645.99M · 266 holdings listed · amendment (new holdings) · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$754.13M · 273 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$299.52M · 245 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$398.26M · 236 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 28, 2026 · Change methodology