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Summit Wealth Group LLC / Co.
Summit Wealth Group, LLC is an independent registered investment adviser headquartered in Colorado Springs, Colorado, United States. The firm was founded to provide comprehensive wealth management, financial planning, investment management, tax planning, and estate planning services, with a focus on serving individuals and high-net-worth individuals. As of 2025, Summit Wealth Group employs a team of approximately 8 financial professionals, including over 15 CERTIFIED FINANCIAL PLANNERTM professionals supported by strong administrative staff. The firm's approach emphasizes fiduciary responsibility and client-centric service, as well as holistic financial advice spanning investments, tax, and estate planning.
Investment Strategy
Summit Wealth Group focuses on delivering customized, fiduciary-based investment management and financial planning solutions. Their strategy utilizes a broad universe of investment options without sales quotas, aiming to align with each client's unique financial situation and goals. Investment recommendations are supported by in-house research and an investment committee, coupled closely with comprehensive tax and estate planning services. The firm emphasizes thorough financial planning as a foundation for investment strategy—prioritizing risk-adjusted growth, independent objective advice, and ongoing support through a high advisor-to-client-support-staff ratio.
Latest 13F Filing Activity
Summit Wealth Group LLC / Co. filed their most recent 13F report on Jun 30, 2025 disclosing 231 equity positions with a total 13F market value of $398M. The fund increased holdings in Invesco S&P 500 Quality Etf, Schwab Us Dividend Equity Etf, First Trust Capital Strength Etf among other positions. Summit Wealth Group LLC / Co. reduced exposure to Viatris Inc., Idacorp Inc., Xcel Energy Inc. among others.
Top Holdings
Equity Positions (231)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPHQ | Invesco S&P 500 Quality ETF | 7.94% | $31.6M | 443,584 | $71.26 | $71.26 | +$31.6M |
S SCHD | Schwab US Dividend Equity ETF | 5.56% | $22.1M | 835,035 | $26.50 | $26.50 | +$22.1M |
F FTCS | First Trust Capital Strength ETF | 3.97% | $15.8M | 174,147 | $90.89 | $90.89 | +$15.8M |
D DUHP | Dimensional US High Profitability ETF | 3.13% | $12.4M | 350,073 | $35.56 | $35.56 | +$12.4M |
A AAPL | Apple Inc | 2.57% | $10.2M | 49,891 | $205.17 | $205.17 | +$10.2M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Hartford, VT , United States |
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