13F Insight
DOSSIER · 13F-HR · Q1 2026

SUMMIT WEALTH GROUP LLC / CO

SUMMIT WEALTH /'s family office based in Stamford, CT — $950M in tracked AUM across 339 positions as of Q1 2026.

SW
SUMMIT WEALTH /·Stamford, CT·Family Office
CIK 0002081278 · last filed Mar 31, 2026
Total AUM
$950M
▲ 5.5%
vs prior
Holdings
339
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
40% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SUMMIT WEALTH GROUP LLC / CO filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SEIV
SEI EXCHANGE TRADED FUNDS
$114M2.7M12.0%
02
SEIM
SEI EXCHANGE TRADED FUNDS
$110M2.4M11.6%
03
SEIE
SEI EXCHANGE TRADED FUNDS
$77M2.4M8.1%
04
SEIQ
SEI EXCHANGE TRADED FUNDS
$53M1.5M5.6%
05
SEIS
SEI EXCHANGE TRADED FUNDS
$46M1.7M4.9%
06
SEEM
SEI EXCHANGE TRADED FUNDS
$32M963K3.3%
07
AAPL
APPLE INC
$25M98K2.6%
08
SPHQ
INVESCO EXCHANGE TRADED FD T
$24M320K2.5%
09
IWF
ISHARES TR
$19M45K2.0%
10
IWD
ISHARES TR
$16M77K1.7%

Filing history

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