SUMMIT WEALTH GROUP LLC / CO

Position in HOOD — Robinhood Markets, Inc.

CIK 2081278 COLORADO SPRINGS, CO

Position in HOOD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$210,387

New position

Shares Held

2,098

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,066

of 1,386 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $1,482,035 across 3 Capital Markets names. HOOD ranks #3 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	783	$791,902
2	MS	Morgan Stanley	2,295	$479,746
3	HOOD	Robinhood Markets, Inc. This page	2,098	$210,387

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,387	2,098	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.