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CIK: 0001802865
Total reported value
$490.3M
$490.3M
98 檔
30.3%
As reported in its official Q4 2024 Form 13F filing, Summit Wealth Group, LLC's tracked investment portfolio stood at $490.3M with 98 total positions.
During Q4 2024, Summit Wealth Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.82% | +0.42% | +1.16% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 10.06% | -0.49% | +0.21% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.58% | -0.10% | +4.06% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.33% | -0.27% | -1.78% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.23% | -0.02% | +4.77% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.99% | +0.79% | +4.50% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.64% | +0.29% | +1.48% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.13% | +0.12% | +3.38% | |
| 9 | EAGL | Eagle Capital Select Eqty | ETF-Other | 2.95% | -0.15% | -10.01% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.81% | -0.28% | -2.68% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.77% | +0.19% | +4.05% | |
| 12 | IXN | Ishares Global Tech ETF | ETF-Tech | 2.39% | +0.68% | +1.21% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.24% | +0.02% | +90.63% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.06% | -0.10% | +109.27% | |
| 15 | VHT | Vanguard Health Care ETF | ETF-Other | 1.76% | -0.02% | +3.42% | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.66% | — | -0.44% | |
| 17 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.62% | -0.03% | +4.27% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.52% | +0.01% | -16.94% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.47% | -0.42% | -9.37% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.46% | -0.09% | -1.79% | |
| 21 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.45% | +0.04% | +3.94% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.38% | +0.01% | +4.52% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.18% | -0.02% | +5.94% | |
| 24 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.08% | -0.11% | +3.99% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.04% | -0.12% | -1.56% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | -0.32% | -17.15% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.09% | -0.32% | |
| 28 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.66% | +0.03% | +8.05% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.65% | -0.22% | — | |
| 30 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.64% | — | +4.11% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.62% | +0.02% | -15.83% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | -0.01% | -9.18% | |
| 33 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.53% | -0.05% | -18.48% | |
| 34 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.47% | -0.04% | +67.63% | |
| 35 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.41% | -0.04% | -40.50% | |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.40% | -0.03% | +3.49% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.38% | -0.03% | -14.96% | |
| 38 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.38% | — | +2.05% | |
| 39 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.38% | -0.04% | -6.08% | |
| 40 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.38% | -0.01% | — | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | — | -1.33% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.05% | — | |
| 43 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.30% | -0.02% | -31.26% | |
| 44 | MBB | Ishares Mbs ETF | ETF-Other | 0.28% | -0.03% | +30.53% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.24% | +0.04% | -6.34% | |
| 46 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.23% | — | -23.07% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.02% | -12.09% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.21% | -0.01% | -32.22% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | — | -0.72% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.19% | -0.01% | -0.32% |
According to official SEC Form 13F filings, Summit Wealth Group, LLC reported a total U.S. public equity portfolio value of $490.3M across 98 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, BND, DFAC) accounted for 30.3% of total reported equity market value during Q4 2024.
During Q4 2024, Summit Wealth Group, LLC's top holdings by market value included VOO (18.8%)、BND (10.1%)、DFAC (5.6%). The largest single position, VOO, represented 18.8% of total portfolio value.
In Q4 2024, Summit Wealth Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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