SW

Summit Wealth Group, LLC

13F
Summit Wealth Group, LLC
Last update 2025-05-02 100 Stocks (5 new)
Value $342.00 Mil Turnover 3 %
Countries:
Top Holdings: VOO(18.15%)BND(9.85%)DFAC(4.87%)VEA(4.53%)BNDX(4.18%)
Summary Stock Picks Current Portfolio
Summit Wealth Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
120,804
62,080.0
+0.20%
18.150
+0.04%
0.010
+18.82%
+8.89%
663,622.4
 
BND
Vanguard Total Bond Market ETF
458,999
33,710.0
-4.96%
9.850
-0.50%
0.030
+1.67%
+3.53%
127,758.4
 
DFAC
Dimensional U.S. Core Equity 2 ETF
505,091
16,660.0
-9.29%
4.870
-0.52%
0.050
+18.17%
+7.50%
36,018.1
 
VEA
Vanguard FTSE Developed Markets ETF
305,026
15,500.0
-0.14%
4.530
-0.01%
0.010
+14.16%
+23.88%
163,588.6
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
292,934
14,300.0
-3.91%
4.180
-0.17%
0.020
+0.60%
+1.62%
66,172.7
 
MTUM
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
66,048
13,350.0
-0.80%
3.900
-0.03%
0.090
+20.23%
+16.70%
17,811.0
 
VXF
Vanguard Extended Market Index ETF
68,830
11,860.0
+4.01%
3.470
+0.13%
0.060
+21.75%
+6.38%
21,512.8
 
DFUV
Dimensional US Marketwide Value ETF
285,710
11,770.0
+8.19%
3.440
+0.26%
0.100
+13.14%
+7.21%
11,902.3
 
VTEB
Vanguard Tax-Exempt Bond ETF
222,180
11,030.0
+44.19%
3.220
+0.99%
0.030
+0.70%
-1.57%
35,683.6
 
EAGL
Eagle Capital Select Equity ETF
365,972
10,250.0
0%
3.000
0%
0.430
+14.55%
+9.66%
2,988.4
 

Summit Wealth Group, LLC's Historical Top Holdings Breakdowns

Summit Wealth Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Add
Add
+0.99%
●
49.25 ($50.03) 50.66
$48.54
-2.98%
Add 44.19%
222,180
68,096
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Reduce
Reduce
-0.52%
●
32.42 ($34.71) 36.1
$36.98
6.54%
Reduce -9.29%
505,091
-51,702
BND
Vanguard Total Bond Market ETF
2025-03-31
Reduce
Reduce
-0.50%
●
71.17 ($72.57) 73.66
$73.03
0.63%
Reduce -4.96%
458,999
-23,935
DFUV
Dimensional US Marketwide Value ETF
2025-03-31
Add
Add
+0.26%
●
39.96 ($41.98) 43.23
$43.49
3.60%
Add 8.19%
285,710
21,624
MUB
iShares National Muni Bond ETF
2025-03-31
Add
Add
+0.26%
●
104.71 ($106.35) 107.68
$103.54
-2.64%
Add 40.2%
29,508
8,461
USHY
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
2025-03-31
Add
Add
+0.24%
●
36.63 ($37.08) 37.45
$37.46
1.02%
Add 233.38%
31,164
21,816
IVV
iShares Core S&P 500 ETF
2025-03-31
New Buy
New Buy
+0.22%
●
554.06 ($590.51) 615.85
$637.33
7.93%
New holding
1,351
1,351
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Reduce
Reduce
-0.19%
●
95.85 ($97.76) 99.25
$98.35
0.60%
Reduce -6.63%
93,461
-6,638
BLV
Vanguard Long-Term Bond ETF
2025-03-31
Add
Add
+0.18%
●
66.9 ($69.41) 71.57
$68.33
-1.56%
Add 215.92%
13,335
9,114
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
Reduce
Reduce
-0.17%
●
48.33 ($48.9) 49.5
$49.22
0.65%
Reduce -3.91%
292,934
-11,904

Summit Wealth Group, LLC Total Holding History ($B)

To

Summit Wealth Group, LLC's Asset Allocation

To

Summit Wealth Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Summit Wealth Group, LLC's Hypothetical Growth since 2025-03-31

Summit Wealth Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Summit Wealth Group, LLC's Holdings Heat Map

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Summit Wealth Group, LLC's Holdings Bubble Chart

Summit Wealth Group, LLC News

  • 1

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