§ 13F · FUND PROFILE
Summit Wealth Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $389.4B (13F)Positions · 111Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 121K | $75.9T | 17.7% | ±0% |
| 2 | BND | VANGUARD BD INDEX FDS | 380K | $28.1T | 6.6% | +4% |
| 3 | IGIB | ISHARES TR | 358K | $19.3T | 4.5% | +3% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 300K | $18.8T | 4.4% | ±0% |
| 5 | VXF | VANGUARD INDEX FDS | 78K | $16.4T | 3.8% | ±0% |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | 328K | $15.9T | 3.7% | +5% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 395K | $15.6T | 3.6% | −1% |
| 8 | DFUV | DIMENSIONAL ETF TRUST | 301K | $14.0T | 3.3% | +3% |
| 9 | USHY | ISHARES TR | 371K | $13.9T | 3.2% | +4% |
| 10 | MTUM | ISHARES TR | 53K | $13.3T | 3.1% | ±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 $389.4 trillion in assets. The fund runs a portfolio of 111 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed