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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

SUMMIT WEALTH GROUP LLC / CO

Quarter ended Q4 2025 · Filed February 5, 2026 · Accession 0002081278-26-000002

Total Value
$646.0M
Positions
266
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (266)

#IssuerTicker / CUSIPSharesValue% of Filing
1USANA HEALTH SCIENCES INCUSNA1,662,026$64.7M10.01%
2US GOLDMINING INC90291W1081,419,281$64.4M9.97%
3VALARIS LTDVAL-WT1,285,176$39.2M6.07%
4EQUINIX INCEQIX435,080$31.9M4.93%
5US FOODS HLDG CORPUSFD817,232$31.6M4.89%
6V F CORPVFC982,565$27.5M4.25%
7INVESCO EXCHANGE TRADED FD TIVZ834,491$22.7M3.51%
8VAIL RESORTS INCMTN536,075$16.2M2.51%
9PEBBLEBROOK HOTEL TRPEB-PH393,856$14.9M2.30%
10AMERICAN FINL GROUP INC OHIO02593210453,079$13.2M2.05%
11GFL ENVIRONMENTAL INCGFL67,161$12.3M1.90%
12COTERRA ENERGY INCCTRA169,710$11.0M1.70%
13KOLIBRI GLOBAL ENERGY INCKGEI26,346$10.5M1.63%
14COSTAMARE INCCMRE-PC108,780$10.0M1.54%
15CENTURY CMNTYS INC156504300181,482$8.1M1.26%
16PRIMEENERGY RESOURCES CORPPNRG230,607$7.2M1.12%
17EVEREST GROUP LTDEG15,074$7.0M1.09%
18PENTAIR PLCPNR136,862$5.9M0.91%
19SEI INVTS CO784117103115,735$5.5M0.85%
20ALIGNMENT HEALTHCARE INCALHC23,908$5.1M0.79%
21PEAKSTONE REALTY TRUSTPKST206,336$4.9M0.76%
22FIRST TR EXCHNG TRADED FD VI33740F8059,737$4.8M0.74%
23COSTAR GROUP INCCSGP110,820$4.8M0.74%
24KONINKLIJKE PHILIPS N VRYLPF27,407$4.7M0.73%
25CASTLE BIOSCIENCES INCCSTL122,494$4.5M0.70%
26PRINCIPAL EXCHANGE TRADED FD74255Y60720,289$4.5M0.70%
27KORN FERRYKFY13,314$4.4M0.68%
28CHART INDS INC16115Q308134,207$4.1M0.64%
29ETF SER SOLUTIONS26922A2896,368$4.1M0.63%
30EVERCORE INCEVR19,614$4.0M0.62%
31INVESCO EXCH TRADED FD TR IIIVZ40,243$3.8M0.59%
32PAYCHEX INCPAYX92,764$3.6M0.55%
33TIMOTHY PLAN88743232678,416$3.5M0.54%
34ETON PHARMACEUTICALS INCETON25,999$3.3M0.52%
35PROLOGIS INC.PLDGP87,718$3.2M0.49%
36PRESIDIO PPTY TR INC74102L11356,417$3.0M0.47%
37KIMBERLY-CLARK CORPKMB51,308$2.8M0.44%
38SOLVENTUM CORPSOLV33,861$2.8M0.43%
39KNIGHT-SWIFT TRANSN HLDGS IN49904910410,266$2.7M0.42%
40KILROY RLTY CORP49427F10834,589$2.7M0.42%
41ZENAS BIOPHARMA INCZBIO51,356$2.7M0.42%
42SMARTFINANCIAL INCSMBK27,899$2.7M0.41%
43ISHARES TR46435GAA05,852$2.6M0.40%
44PAGAYA TECHNOLOGIES LTDPGYWW52,982$2.5M0.39%
45SHELL PLCRYDAF4,022$2.4M0.37%
46ETFS GOLD TR00326A10419,111$2.4M0.37%
47SPDR SERIES TRUST78464A40934,256$2.4M0.37%
48PAVMED INCPAVM43,017$2.3M0.35%
49KFORCE INCKFRC27,619$2.3M0.35%
50EXPAND ENERGY CORPORATIONEXE39,414$2.3M0.35%
51VANGUARD INDEX FDS92290861125,094$2.2M0.34%
52STARZ ENTERTAINMENT CORP.85591910631,759$2.1M0.32%
53PAYPAL HLDGS INCPYPL66,709$2.0M0.32%
54EVERQUOTE INCEVER7,603$2.0M0.31%
55PARSONS CORP DELPSN63,912$2.0M0.31%
56PARKER-HANNIFIN CORPPH54,286$2.0M0.31%
57MANNKIND CORPMNKD65,786$1.9M0.29%
58CERTARA INCCERT27,868$1.9M0.29%
59SPDR SERIES TRUST78464A3007,295$1.9M0.29%
60DIMENSIONAL ETF TRUST25434V8314,166$1.8M0.27%
61ALCON AGALC7,559$1.7M0.27%
62COMPOSECURE INC20459V1052,358$1.7M0.26%
63SPDR SERIES TRUST78464A76320,695$1.7M0.26%
64ASML HOLDING N VASMLF3,306$1.6M0.25%
65CAPITAL ONE FINL CORP14040H1051,787$1.6M0.25%
66KNIFE RIVER CORPKNF5,468$1.6M0.24%
67HEALTHSTREAM INCHSTM16,189$1.5M0.23%
68NUSHARES ETF TRNU35,668$1.5M0.23%
69GRAB HOLDINGS LIMITEDGRABW29,764$1.5M0.23%
704D MOLECULAR THERAPEUTICS INFDMT13,204$1.5M0.23%
71ROGERS COMMUNICATIONS INCRCIAF210,537$1.5M0.23%
72LEIDOS HOLDINGS INCLDOS14,217$1.4M0.22%
73WESCO INTL INC95082P1054,634$1.4M0.22%
74FIRST TR EXCHANGE TRADED FD33734X1431,887$1.4M0.22%
75KODIAK GAS SVCS INC50012A1087,287$1.4M0.22%
76PEPSICO INCPEP44,434$1.4M0.22%
77JOHN HANCOCK EXCHANGE TRADED47804J84215,964$1.3M0.21%
78INVESCO EXCH TRADED FD TR IIIVZ1,992$1.3M0.21%
79SOMNIGROUP INTERNATIONAL INCSGI12,222$1.3M0.20%
80KLA CORPKLAC8,319$1.3M0.20%
81RESMED INCRSMDF38,541$1.3M0.20%
82ISHARES BITCOIN TRUST ETFIBIT1,447$1.3M0.20%
83COPA HOLDINGS SACPA50,524$1.3M0.20%
84COMPANHIA PARANAENSE DE ENER20441B60511,275$1.2M0.19%
85KINDER MORGAN INC DELEP-PC22,983$1.2M0.18%
86RADNET INCRDNT26,420$1.1M0.18%
87KKR & CO INCKKRT1,954$1.1M0.18%
88SR BANCORP INCSRBK19,822$1.1M0.18%
89ALCOA CORPAA4,956$1.1M0.17%
90POWER INTEGRATIONS INCPOWI29,300$1.1M0.17%
91PACKAGING CORP AMER69515610924,080$1.1M0.17%
92D-WAVE QUANTUM INCQBTS2,715$1.1M0.17%
93PROCTER AND GAMBLE CO74271810931,655$1.1M0.16%
94PROGRESSIVE CORP74331510325,014$1.0M0.16%
95NATIONAL HEALTHCARE CORPNHC24,016$1.0M0.16%
96PATTERSON-UTI ENERGY INCPTEN13,745$988,8150.15%
97GLOBAL X FDS37954Y8713,713$985,9540.15%
98KOHLS CORPKSS4,036$969,4930.15%
99INTUITINTU2,002$957,8790.15%
100F N B CORP3025201013,157$957,7660.15%
101SKY QUARRY INCSKYQ9,478$950,1700.15%
102REGAL REXNORD CORPORATIONRRX24,833$944,1380.15%
103WESTERN DIGITAL CORPWDC3,664$931,6820.14%
104HOVNANIAN ENTERPRISES INCHOVVB2,216$916,2880.14%
105STEPSTONE GROUP INCSTEP19,117$887,2200.14%
106WISDOMTREE TRWT9,457$847,0630.13%
107SMARTSTOP SELF STORAG REIT I83192D4022,314$845,7210.13%
108PBF ENERGY INCPBF26,984$820,1790.13%
109NUSCALE PWR CORPNU20,478$809,7000.13%
110UNITED STATES ANTIMONY CORPUAMY25,372$809,6210.13%
111STERIS PLCSTE11,688$806,0040.12%
112PAYCOM SOFTWARE INCPAYC17,431$778,9910.12%
113TIMOTHY PLAN88743233431,526$761,3530.12%
114NUSHARES ETF TRNU17,208$755,7750.12%
115NUSHARES ETF TRNU21,190$724,0620.11%
116FB BANCORP INCFBLA3,975$721,1840.11%
117BKV CORPBKV1,529$713,3730.11%
118WESTLAKE CORPORATIONWLK9,993$713,2000.11%
119YELP INCYELP7,654$666,1280.10%
120SPRUCE POWER HOLDING CORPSPRU8,484$642,5780.10%
121FULCRUM THERAPEUTICS INCFULC533$616,2640.10%
122LAM RESEARCH CORPLRCX2,055$609,9740.09%
123CARNIVAL CORPCUKPF1,222$596,7970.09%
124FIRST TR EXCHNG TRADED FD VI33740F1361,990$595,0490.09%
125AXIS CAP HLDGS LTDG0692U1091,973$592,3660.09%
126DBX ETF TR2330514321,777$590,6570.09%
127RAYONIER INCRYN14,112$584,9420.09%
128UTZ BRANDS INCUTZ18,167$580,2540.09%
129KIMCO RLTY CORP49446R1094,077$553,0080.09%
130COTY INCCOTY11,643$548,3820.08%
131ISHARES TR46429B6632,022$543,0180.08%
132UNITY SOFTWARE INCU20,061$527,6040.08%
133KEYSIGHT TECHNOLOGIES INCKEYS8,049$527,2250.08%
134VANDA PHARMACEUTICALS INCVNDA1,843$519,4680.08%
135PROSHARES TR74347B68011,232$519,3680.08%
136ISHARES TR4642876145,615$515,9110.08%
137GRAYSCALE BITCOIN TRUST ETFGBTC2,875$510,8510.08%
138NEXTNAV INCNXNVW18,063$510,0990.08%
139TRAVELZOOTZOO2,335$508,8670.08%
140EVERGY INCEVRG2,973$502,2730.08%
141AMERICAN HEALTHCARE REIT INCAHR2,465$501,6280.08%
142VANGUARD MUN BD FDS9229077463,859$500,6710.08%
143FIRST TR EXCHANGE TRADED FD33738R118970$482,2410.07%
144BOX INCBXCAP3,214$478,7360.07%
145SPDR SERIES TRUST78464A39113,321$478,3570.07%
146SCHWAB STRATEGIC TR8085247712,271$478,0460.07%
147ZIFF DAVIS INCZD10,182$469,1870.07%
148CELESTICA INCCLS1,036$467,3340.07%
149PENSKE AUTOMOTIVE GRP INC70959W1039,670$465,9970.07%
150VEEVA SYS INCVEEV11,800$464,1570.07%
151SPDR SERIES TRUST78468R8879,600$461,0880.07%
152JONES LANG LASALLE INCJLL1,359$455,4910.07%
153SELECT SECTOR SPDR TR81369Y20910,159$452,8880.07%
154FACTSET RESH SYS INC3030751052,941$440,2920.07%
155WEATHERFORD INTL PLCG488331188,306$422,7750.07%
156BRIGHT MINDS BIOSCIENCES INCDRUG6,149$418,4220.06%
157SELECT SECTOR SPDR TR81369Y8864,499$416,1130.06%
158FIRST TR EXCHNG TRADED FD VI33740F6805,055$413,4850.06%
159LG DISPLAY CO LTDLPL4,998$409,9050.06%
160ATMOS ENERGY CORPATO1,931$397,2180.06%
161RALPH LAUREN CORPRL2,215$397,1270.06%
162BRUNSWICK CORPBC-PC6,099$395,7980.06%
163LYONDELLBASELL INDUSTRIES NLYB2,684$389,3810.06%
164SKYWEST INCSKYW3,220$388,7180.06%
165JOBY AVIATION INCJOBY-WT1,660$387,4310.06%
166STOCK YDS BANCORP INC8610251048,087$384,5370.06%
167SPDR S&P MIDCAP 400 ETF TRMDY3,969$377,6110.06%
168PRICE T ROWE GROUP INCTROW8,496$373,9090.06%
169GENMAB A/SGNMSF608$368,6420.06%
170STANDEX INTL CORP8542311077,244$367,8500.06%
171NUSHARES ETF TRNU12,806$363,5620.06%
172HARTFORD INSURANCE GROUP INCHIG-PG17,932$362,6490.06%
173WOORI FINL GROUP INC9810641088,121$356,9180.06%
174PALANTIR TECHNOLOGIES INCPLTR7,881$356,4580.06%
175ISHARES INC46434G1032,412$356,0860.06%
176WELLS FARGO CO NEW9497461014,786$355,9350.06%
177PREMIER INCPREM10,372$353,4350.05%
178INVESCO EXCHANGE TRADED FD TIVZ1,686$352,6180.05%
179SEA LTDSE13,847$345,6210.05%
180TIMKEN COTKR9,089$338,1140.05%
181FIRST TR EXCHNG TRADED FD VI33740F8542,038$337,0060.05%
182HANOVER BANCORP INCHNVR2,429$332,3440.05%
183QUANTA SVCS INC74762E1022,190$330,8650.05%
184COLUMBIA ETF TR II19762B7073,844$329,5380.05%
185SL GREEN RLTY CORP78440X8873,479$324,8340.05%
186ALBEMARLE CORPALB-PA1,497$319,8360.05%
187SOFI TECHNOLOGIES INCSOFI3,825$317,6660.05%
188TREX CO INCTREX412$312,3580.05%
189TRUECAR INC89785L1077,385$311,6470.05%
190MONTE ROSA THERAPEUTICS INCGLUE2,002$310,6700.05%
191VANGUARD INDEX FDS922908512860$305,7040.05%
192DIMENSIONAL ETF TRUST25434V203411$303,4390.05%
193BEYOND MEAT INCBYND1,426$299,3310.05%
194ABRDN HEALTHCARE OPPORTUNITITHQ1,310$294,3260.05%
195INVESCO EXCH TRADED FD TR IIIVZ5,911$293,0450.05%
196ISHARES TR46435U1921,747$291,9220.05%
197EDWARDS LIFESCIENCES CORPEW1,180$291,5920.05%
198EOS ENERGY ENTERPRISES INCEOSE1,039$287,5410.04%
199PRO-DEX INC COLOPDEX7,861$287,3980.04%
200AMAZON COM INCAMZN1,029$286,4470.04%
201UNDER ARMOUR INCUA7,690$283,6840.04%
202SMITH & WESSON BRANDS INCSWBI1,157$279,9480.04%
203CHARTER COMMUNICATIONS INC N16119P1082,525$277,7630.04%
204MKS INC.MKSI331$275,9520.04%
205WENDYS CO95058W1005,559$274,9480.04%
206CITIGROUP INCC-PR1,054$274,1870.04%
207GARMIN LTDGRMN3,671$273,0270.04%
208ARK ETF TR00214Q2035,667$272,2760.04%
209NUTANIX INCNTNX9,161$271,3490.04%
210ISHARES GOLD TRIAU885$270,1880.04%
211NASDAQ INCNDAQ4,670$268,3380.04%
212GRACO INCGGG1,332$267,2390.04%
213QFIN HOLDINGS INCQFNHF2,399$263,1010.04%
214IDEXX LABS INC45168D1044,351$262,3450.04%
215QUANTUM COMPUTING INCQUBT2,651$261,3620.04%
216SMURFIT WESTROCK PLCSW686$259,9530.04%
217ABRDN ETFS0032612032,088$259,3270.04%
218BOYD GAMING CORPBYD6,535$256,1070.04%
219NUSHARES ETF TRNU7,378$255,6480.04%
220CHEFS WHSE INC1630861014,196$255,3460.04%
221NEUROCRINE BIOSCIENCES INCNBIX2,958$255,2750.04%
222HIMS & HERS HEALTH INCHIMS1,719$253,4390.04%
223WILLIAMS COS INC9694571002,833$253,1850.04%
224REVVITY INCRVTY10,030$252,6400.04%
225MARKEL GROUP INCMKL684$251,5080.04%
226LAUDER ESTEE COS INC5184391043,720$251,2940.04%
227SEI EXCHANGE TRADED FUNDS81589A205722$249,2560.04%
228ISHARES TR4642874731,115$249,2430.04%
229SMITH MIDLAND CORPSMID2,493$249,1750.04%
230ISHARES TR4642877623,011$248,4610.04%
231WILLIS TOWERS WATSON PLC LTDWTW1,147$247,5110.04%
232VANGUARD MALVERN FDS9220208055,336$247,1640.04%
233SCORPIO TANKERS INCSTNG1,856$245,2700.04%
234SPROUTS FMRS MKT INC85208M1025,401$244,5230.04%
235LMP CAP & INCOME FD INC50208A1023,706$242,9750.04%
236ENTERGY CORP NEWENO7,265$242,4390.04%
237ADTALEM GLOBAL ED INCADT1,474$237,9960.04%
238VISA INCV249$237,7100.04%
239FOX CORPFOX1,465$236,4520.04%
240STMICROELECTRONICS N VSTMEF4,567$230,4960.04%
241QUANEX BLDG PRODS CORP7476191043,008$228,6380.04%
242RELX PLCRLXXF7,501$227,8830.04%
243EXLSERVICE HOLDINGS INCEXLS5,368$227,0120.04%
244WILLIS LEASE FIN CORPWLFC2,693$226,5080.04%
245QUANTUM SI INCQSIAW2,330$225,2640.03%
246RB GLOBAL INCRBA1,573$221,9660.03%
247PUBLIC SVC ENTERPRISE GRP IN7445731062,032$221,4500.03%
248STEELCASE INC8581552032,945$216,5750.03%
249UNITED CMNTY BKS BLAIRSVLE GUNTCW668$216,1510.03%
250FIRST TR EXCHANGE-TRADED FD33739Q200553$214,6170.03%
251PRICESMART INCPSMT7,107$213,7790.03%
252EAGLE BANCORP MONT INC26942G1001,092$212,7210.03%
253BARCLAYS PLCBCLYF2,856$212,5610.03%
254RXO INCRXO4,430$211,0010.03%
255VIRGIN GALACTIC HOLDINGS INCSPCE2,180$210,3700.03%
256MACOM TECH SOLUTIONS HLDGS I55405Y100702$210,0630.03%
257UNIVERSAL TECHNICAL INST INCUTI8,288$208,2770.03%
258SOUTHWEST AIRLS CO8447411083,424$205,7140.03%
259REDDIT INCRDDT4,134$203,8480.03%
260AIR PRODS & CHEMS INCAIIR1,621$202,9820.03%
261EXPEDIA GROUP INCEXPE5,138$202,5100.03%
262INVESCO EXCHANGE TRADED FD TIVZ3,538$202,0010.03%
263ALNYLAM PHARMACEUTICALS INCALNY643$201,9880.03%
264RITHM CAPITAL CORPRITM-PF10,327$188,3640.03%
265ROLLINS INCROL11,348$69,1090.01%
266CHAMPION HOMES INCSKY14,961$14,9610.00%