SUMMIT WEALTH GROUP LLC / CO - Portfolio overview

SUMMIT WEALTH GROUP LLC / CO has 500 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SEIV - SEI EXCHANGE TRADED FUNDS, 10.31%
2. SEIM - SEI EXCHANGE TRADED FUNDS, 9.95%
3. SEIE - SEI EXCHANGE TRADED FUNDS, 7.00%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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