SUMMIT WEALTH GROUP LLC / CO SELV — SEI EXCHANGE TRADED FUNDS

Ownership history in SUMMIT WEALTH GROUP LLC / CO  ·  4 quarters on record

AI Ownership Summary

SUMMIT WEALTH GROUP LLC / CO reported SEI EXCHANGE TRADED FUNDS (SELV) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.13% in 2026 Q3. The latest visible filing shows SELV at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SELV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SUMMIT WEALTH GROUP LLC / CO's position in SEI EXCHANGE TRADED FUNDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SELV was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SELV stock page SUMMIT WEALTH GROUP LLC / CO fund profile SUMMIT WEALTH GROUP LLC / CO full holdings
How SUMMIT WEALTH GROUP LLC / CO held SELV — position size vs. price
% of Fund (quarterly)    SELV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 59,353 +28,111 +90.0% 0.13% $2.0M 2026-10-29 $36.13
2026 Q2 ADDED — — — 31,242 +4,367 +16.2% 0.08% $1.0M 2026-07-28 $34.39
2026 Q1 ADDED — — — 26,875 +1,972 +7.9% 0.09% $869K 2026-04-23 $32.43
2025 Q4 INITIATED — — — 24,903 — — 0.11% $805K 2026-02-04 $32.88

🏢 Other funds also holding SELV

As of 2026 Q3 — sorted by position size

Diversified Enterprises, LLC 2.37% Chatterton & Associates Inc. 1.46% K2 Financial Inc. 0.56% Foundry Financial Group, Inc. 0.2% Meriwether Wealth & Planning, LLC 0.12% PETRA FINANCIAL ADVISORS INC 3Y 0.11% FAI Advisors, Inc. 0.09% SEI INVESTMENTS CO 3Y 7Y 0.08% Stewardship Advisors, LLC 3Y 0.06% Geneos Wealth Management Inc. 3Y 0.03%

FAQ About SUMMIT WEALTH GROUP LLC / CO and SELV

These are the practical questions this page is built to answer before you even open the full history table.

How long has SUMMIT WEALTH GROUP LLC / CO reported owning SELV?

SUMMIT WEALTH GROUP LLC / CO reported SELV across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported SELV position in SUMMIT WEALTH GROUP LLC / CO's portfolio?

The largest reported portfolio weight for SELV was 0.13% in 2026 Q3.

What is the latest reported SELV position on this page?

The most recent filing on this page is 2026 Q3, when SUMMIT WEALTH GROUP LLC / CO reported 59,353 shares, equal to 0.13% of portfolio, with an estimated market value of $2.0M.

What does the chart on this SELV ownership page compare?

The chart compares SUMMIT WEALTH GROUP LLC / CO's quarterly SELV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SUMMIT WEALTH GROUP LLC / CO time their SELV position?

Based on 13F filing dates vs. subsequent SELV price moves, SUMMIT WEALTH GROUP LLC / CO correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SELV relative to SPY over the holding period was +1951.5%.

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