SUMMIT WEALTH GROUP LLC / CO: 13F holdings
CIK 20812782026Q2
| Positions | 396 |
|---|---|
| Reported value | $1.2bn |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SEI EXCHANGE TRADED FUNDS | 2,653,233 | $149.0m | 12.3% |
| SEI EXCHANGE TRADED FUNDS | 3,033,153 | $145.6m | 12.0% |
| SEI EXCHANGE TRADED FUNDS | 2,672,072 | $94.8m | 7.8% |
| SEI EXCHANGE TRADED FUNDS | 1,645,704 | $64.9m | 5.4% |
| SEI EXCHANGE TRADED FUNDS | 1,879,466 | $63.0m | 5.2% |
| SEI EXCHANGE TRADED FUNDS | 1,059,125 | $42.5m | 3.5% |
| AAPL APPLE INC | 97,815 | $28.3m | 2.3% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 305,169 | $27.5m | 2.3% |
| IWF ISHARES TR | 187,162 | $23.2m | 1.9% |
| IWD ISHARES TR | 79,919 | $19.4m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2081278")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.