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CIK: 0001802865
Total reported value
$490.3M
$490.3M
126 檔
32.4%
As reported in its official Q1 2026 Form 13F filing, Summit Wealth Group, LLC's tracked investment portfolio stood at $490.3M with 126 total positions.
In Q1 2026, Summit Wealth Group, LLC displayed an active expansion posture, initiating 8 new positions and adding to 51 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 | 16.90% | +0.42% | +1.83% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.74% | -0.49% | +5.09% | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 4.56% | -0.42% | +4.22% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.43% | -0.02% | +0.31% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.83% | -0.27% | +5.82% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.77% | +0.29% | +1.67% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.46% | -0.10% | -1.59% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.46% | +0.12% | +3.44% | |
| 9 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 3.35% | -0.27% | +7.01% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.93% | +0.79% | +0.28% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.83% | +0.19% | +3.29% | |
| 12 | EAGL | Eagle Capital Select Eqty | ETF-Other | 2.55% | -0.15% | -0.10% | |
| 13 | IXN | Ishares Global Tech ETF | ETF-Tech | 2.30% | +0.68% | +3.04% | |
| 14 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.17% | -0.15% | +7.50% | |
| 15 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.16% | -0.03% | -3.96% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.99% | -0.22% | -0.04% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.93% | +0.02% | +7.17% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.55% | -0.28% | -2.24% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-Other | 1.53% | -0.02% | +1.30% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.44% | +0.01% | +1.59% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.38% | -0.09% | -0.89% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.31% | — | -2.89% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.09% | +0.01% | -3.84% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | -0.32% | +6.57% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.02% | -0.12% | -3.66% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.01% | -0.10% | +2.69% | |
| 27 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.99% | -0.02% | +3.13% | |
| 28 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.84% | -0.04% | +2.36% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.78% | -0.11% | -0.42% | |
| 30 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.73% | +0.03% | +4.12% | |
| 31 | ADI | Analog Devices Inc | Stock-Tech | 0.72% | +0.08% | — | |
| 32 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.71% | -0.10% | -0.04% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.09% | +10.83% | |
| 34 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.60% | — | +4.45% | |
| 35 | COHR | Coherent CORP | Stock-Tech | 0.56% | +0.27% | — | |
| 36 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.51% | -0.05% | +2.14% | |
| 37 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.49% | +0.02% | -3.14% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | -0.01% | -0.48% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.01% | -0.43% | |
| 40 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.38% | -0.03% | -2.50% | |
| 41 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.36% | -0.01% | -1.18% | |
| 42 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.35% | -0.04% | -0.93% | |
| 43 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.33% | -0.04% | +0.09% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | — | +18.21% | |
| 45 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.32% | — | -2.87% | |
| 46 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.32% | -0.04% | +0.49% | |
| 47 | ESPR | Esperion Therapeutics Inc | Stock-Other | 0.25% | +0.07% | +19.01% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | -0.05% | -1.29% | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.24% | +0.72% | +0.90% | |
| 50 | MBB | Ishares Mbs ETF | ETF-Other | 0.23% | -0.03% | -2.82% |
According to official SEC Form 13F filings, Summit Wealth Group, LLC reported a total U.S. public equity portfolio value of $490.3M across 126 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, BND, IGIB) accounted for 32.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
ADI
市值: $3.1M
Top Position Liquidated / Trimmed
EFA
前期市值: $350.1K
During Q1 2026, Summit Wealth Group, LLC's top holdings by market value included VOO (16.9%)、BND (6.7%)、IGIB (4.6%). The largest single position, VOO, represented 16.9% of total portfolio value.
In Q1 2026, Summit Wealth Group, LLC made 102 total portfolio adjustments, initiating 8 new buys, adding to 51 positions, trimming 42 holdings, and fully liquidating 1 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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