§ 13F · FUND PROFILE
Summit Wealth Group, LLC.
AUM · $490M (13F)Positions · 129Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 124K | $85M | 17.3% | ±0% |
| 2 | BND | VANGUARD BD INDEX FDS | 418K | $31M | 6.3% | +5% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 303K | $22M | 4.4% | +1% |
| 4 | IGIB | ISHARES TR | 381K | $20M | 4.1% | +2% |
| 5 | VXF | VANGUARD INDEX FDS | 81K | $20M | 4.1% | +1% |
| 6 | MTUM | ISHARES TR | 53K | $18M | 3.7% | ±0% |
| 7 | DFUV | DIMENSIONAL ETF TRUST | 319K | $18M | 3.6% | +3% |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | 361K | $17M | 3.6% | +4% |
| 9 | DFAC | DIMENSIONAL ETF TRUST | 371K | $16M | 3.4% | −4% |
| 10 | USHY | ISHARES TR | 408K | $15M | 3.1% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMIT SIGNAL
AC read
Summit Wealth Group, LLC is a Other fund managing $490 million in assets. The fund runs a portfolio of 129 positions.
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