Summit Wealth Group LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reveals the firm holds positions in 439 different companies.
The portfolio is managed from an office located at 13710 Struthers Road, Suite 115, in Colorado Springs, Colorado. The filing was signed by Sarah Schmidt, who is identified as the Senior Compliance Advisor for the firm.
The disclosure lists a wide array of holdings across various sectors. The portfolio includes significant positions in technology, such as Apple Inc. with 37,730,920 shares, Microsoft Corporation with 19,034,387 shares, and NVIDIA Corporation with 25,292,894 shares. Other notable holdings include shares of Amazon.com Inc., Eli Lilly & Co., Berkshire Hathaway Inc. Class B, and Visa Inc. Class A.
In addition to individual equities, the filing includes numerous exchange-traded funds (ETFs). These funds cover broad market indices, such as the iShares Core S&P 500 ETF, the Vanguard S&P 500 ETF Shares, and the SPDR Gold Trust. The firm also holds ETFs focused on specific sectors, including the iShares U.S. Technology ETF and the Vanguard Total Bond Market ETF.
