SUMMIT WEALTH GROUP LLC / CO

Position in J — Jacobs Solutions Inc.

CIK 2081278 COLORADO SPRINGS, CO

Position in J

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

Position Value

$372,708

-$1,367 QoQ

Shares Held

2,958

+0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#547

of 860 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $2,652,310 across 3 Engineering & Construction names. J ranks #3 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	2,280	$1,641,691
2	ECG	Everus Construction Group, Inc.	3,844	$637,911
3	J	Jacobs Solutions Inc. This page	2,958	$372,708

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$372,708	2,958	+0.6%	Shares	Sole	2026-07-28
2026-03-31	$374,075	2,939	+0.0%	Shares	Sole	2026-04-23
2025-12-31	$389,167	2,938	0.0%	Shares	Sole	2026-02-04
2025-06-30	$386,200	2,938	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.