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Value $
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$398M
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Signature - Title
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Ryan Westerbeck - Consultant
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Location
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Colorado Springs, CO
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Summary
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This page shows a list of all the recent 13F filings made by Summit Wealth Group Llc / Co. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Summit Wealth Group Llc / Co reported 236 stock holdings with total value $398M as of Q2 2025. Top holdings included SPHQ, SCHD, FTCS, DUHP, and AAPL.