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CIK: 0001802865
Total reported value
$490.3M
$490.3M
119 檔
32.3%
According to the latest 13F quarterly dataset, Summit Wealth Group, LLC managed an equity portfolio of $490.3M at the end of Q4 2025, spanning 119 distinct U.S. exchange-listed positions.
In Q4 2025, Summit Wealth Group, LLC displayed an active expansion posture, initiating 10 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.73% | +0.42% | +0.05% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.57% | -0.49% | +4.05% | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 4.50% | -0.42% | +2.50% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.38% | -0.02% | +0.06% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.83% | +0.29% | +0.04% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.71% | -0.27% | +4.69% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.65% | -0.10% | -1.43% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.27% | +0.12% | +2.66% | |
| 9 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 3.24% | -0.27% | +4.28% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.10% | +0.79% | -0.43% | |
| 11 | EAGL | Eagle Capital Select Eqty | ETF-Other | 2.77% | -0.15% | — | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.73% | +0.19% | +2.57% | |
| 13 | IXN | Ishares Global Tech ETF | ETF-Tech | 2.38% | +0.68% | +0.39% | |
| 14 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.28% | -0.03% | +8.91% | |
| 15 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.08% | -0.15% | +3.01% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 2.04% | -0.22% | -1.51% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.85% | +0.02% | +5.23% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-Other | 1.63% | -0.02% | -1.25% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.62% | -0.28% | +0.26% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.44% | — | -1.61% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.44% | +0.01% | +0.51% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.39% | -0.09% | -0.74% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.24% | +0.01% | +3.00% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | -0.32% | +7.82% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.04% | -0.12% | -1.44% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.00% | -0.10% | +1.65% | |
| 27 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.92% | -0.02% | -2.72% | |
| 28 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.80% | -0.04% | +0.82% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.79% | -0.11% | -0.46% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.09% | +4.47% | |
| 31 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.74% | +0.03% | +5.20% | |
| 32 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.73% | -0.10% | -0.39% | |
| 33 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.56% | — | +1.99% | |
| 34 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.56% | +0.02% | — | |
| 35 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.52% | -0.05% | +0.53% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | -0.01% | -0.11% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.01% | -0.81% | |
| 38 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.39% | -0.03% | -1.58% | |
| 39 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.37% | -0.01% | -1.56% | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.36% | -0.04% | -1.05% | |
| 41 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.33% | -0.04% | -0.36% | |
| 42 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.33% | — | -1.87% | |
| 43 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.32% | -0.04% | -1.54% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | — | +9.50% | |
| 45 | ESPR | Esperion Therapeutics Inc | Stock-Other | 0.29% | +0.07% | +5.45% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | -0.05% | +2.26% | |
| 47 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.25% | +0.04% | -1.23% | |
| 48 | MBB | Ishares Mbs ETF | ETF-Other | 0.24% | -0.03% | +2.90% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.02% | +13.81% | |
| 50 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.23% | -0.02% | -0.47% |
According to official SEC Form 13F filings, Summit Wealth Group, LLC reported a total U.S. public equity portfolio value of $490.3M across 119 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, BND, IGIB) accounted for 32.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBDR
市值: $698.0K
Top Position Liquidated / Trimmed
PFS
前期市值: $278.2K
During Q4 2025, Summit Wealth Group, LLC's top holdings by market value included VOO (17.7%)、BND (6.6%)、IGIB (4.5%). The largest single position, VOO, represented 17.7% of total portfolio value.
In Q4 2025, Summit Wealth Group, LLC made 47 total portfolio adjustments, initiating 10 new buys, adding to 27 positions, trimming 8 holdings, and fully liquidating 2 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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