Summit Wealth Group, LLC

Est. AUM

$435.8M

13F long equity, this entity only

Positions

126

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$73.7M	123268	16.90%	SOLE
2	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$29.4M	399043	6.74%	SOLE
3	ISHARES TR	ISHS 5-10YR INVT	$19.9M	373031	4.56%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$19.3M	301247	4.43%	SOLE
5	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$16.7M	347573	3.83%	SOLE
6	VANGUARD INDEX FDS	EXTEND MKT ETF	$16.4M	79809	3.77%	SOLE
7	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$15.1M	388492	3.46%	SOLE
8	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$15.1M	311177	3.46%	SOLE
9	ISHARES TR	BROAD USD HIGH	$14.6M	396549	3.35%	SOLE
10	ISHARES TR	MSCI USA MMENTM	$12.8M	53142	2.93%	SOLE
11	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$12.4M	173634	2.83%	SOLE
12	2023 ETF SERIES TRUST	EAGLE CAPITAL SE	$11.1M	365626	2.55%	SOLE
13	ISHARES TR	GLOBAL TECH ETF	$10.0M	100149	2.30%	SOLE
14	VANGUARD BD INDEX FDS	LONG TERM BOND	$9.5M	137433	2.17%	SOLE
15	ISHARES TR	ULTRA SHORT DUR	$9.4M	185529	2.15%	SOLE
16	ISHARES TR	NATIONAL MUN ETF	$8.7M	81731	1.99%	SOLE
17	VANGUARD MUN BD FDS	TAX EXEMPT BD	$8.4M	169021	1.93%	SOLE
18	ISHARES TR	CORE US AGGBD ET	$6.7M	67872	1.55%	SOLE
19	VANGUARD WORLD FD	HEALTH CAR ETF	$6.7M	24506	1.53%	SOLE
20	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.3M	116147	1.44%	SOLE
21	VANGUARD STAR FDS	VG TL INTL STK F	$6.0M	77956	1.38%	SOLE
22	ISHARES TR	ESG AWR MSCI USA	$5.7M	40269	1.31%	SOLE
23	APPLE INC	COM	$4.8M	18773	1.09%	SOLE
24	NVIDIA CORPORATION	COM	$4.7M	27023	1.08%	SOLE
25	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$4.4M	130648	1.02%	SOLE
26	SCHWAB STRATEGIC TR	US TIPS ETF	$4.4M	165226	1.01%	SOLE
27	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$4.3M	123316	0.99%	SOLE
28	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$3.6M	102082	0.84%	SOLE
29	ISHARES TR	CORE INTL AGGR	$3.4M	67511	0.78%	SOLE
30	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$3.2M	86330	0.73%	SOLE
31	ANALOG DEVICES INC	COM	$3.1M	9879	0.72%	SOLE
32	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$3.1M	64792	0.71%	SOLE
33	MICROSOFT CORP	COM	$2.8M	7452	0.63%	SOLE
34	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$2.6M	110103	0.60%	SOLE
35	COHERENT CORP	COM	$2.5M	10288	0.56%	SOLE
36	ISHARES TR	ESG AWRE USD ETF	$2.2M	96649	0.51%	SOLE
37	VANGUARD WORLD FD	ESG US STK ETF	$2.2M	19193	0.49%	SOLE
38	VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	6263	0.46%	SOLE
39	ISHARES TR	CORE S&P500 ETF	$1.7M	2559	0.38%	SOLE
40	ISHARES TR	ESG AW MSCI EAFE	$1.7M	17336	0.38%	SOLE
41	VANGUARD WORLD FD	ESG INTL STK ETF	$1.6M	21774	0.36%	SOLE
42	ISHARES TR	US TREAS BD ETF	$1.5M	66512	0.35%	SOLE
43	ISHARES TR	ESG AWR US AGRGT	$1.4M	29992	0.33%	SOLE
44	AMAZON COM INC	COM	$1.4M	6759	0.32%	SOLE
45	ISHARES TR	ESG AWARE MSCI	$1.4M	29649	0.32%	SOLE
46	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$1.4M	29666	0.32%	SOLE
47	ESPERION THERAPEUTICS INC NE	COM	$1.1M	405369	0.25%	SOLE
48	PROCTER & GAMBLE CO	COM	$1.1M	7627	0.25%	SOLE
49	MICRON TECHNOLOGY INC	COM	$1.1M	3127	0.24%	SOLE
50	ISHARES TR	MBS ETF	$1.0M	10585	0.23%	SOLE

1–50 of 126

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.