§ 13F · FUND PROFILE
Summit Wealth Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $414M (13F)Positions · 111Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 123K | $74M | 16.9% | +2% |
| 2 | BND | VANGUARD BD INDEX FDS | 399K | $29M | 6.7% | +5% |
| 3 | IGIB | ISHARES TR | 373K | $20M | 4.6% | +4% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 301K | $19M | 4.4% | ±0% |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 348K | $17M | 3.8% | +6% |
| 6 | VXF | VANGUARD INDEX FDS | 80K | $16M | 3.8% | +2% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 388K | $15M | 3.5% | −2% |
| 8 | DFUV | DIMENSIONAL ETF TRUST | 311K | $15M | 3.5% | +3% |
| 9 | USHY | ISHARES TR | 397K | $15M | 3.4% | +7% |
| 10 | MTUM | ISHARES TR | 53K | $13M | 2.9% | ±0% |
§ 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 $414 million in assets. The fund runs a portfolio of 111 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed