Summit Wealth Group, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $345 Million distributed in 98 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $65M, Vanguard Bd Index Fd Inc Total with a value of $34.7M, Dimensional ETF Tr U S Core Eq with a value of $19.3M, Vanguard Total International B with a value of $15M, and Vanguard Ftse Developed Market with a value of $14.6M.
Examining the 13F form we can see an decrease of $1.48M in the current position value, from $347M to 345M.
Summit Wealth Group, LLC is based out at White River Junction, VT
Below you can find more details about Summit Wealth Group, LLC portfolio as well as his latest detailed transactions.
