Summit Wealth Group LLC / CO ETFs

Summit Wealth Group LLC / CO

$398 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPHQ Invesco Exchange Traded Fd Tr	$0	$31.6 Billion 7.94% of portfolio	443,584	Q2 2025 New
SCHD Schwab Strategic Tr Us Dividen	$0	$22.1 Billion 5.56% of portfolio	835,035	Q2 2025 New
FTCS First Trust Capital Strength E	$0	$15.8 Billion 3.97% of portfolio	174,147	Q2 2025 New
DUHP Dimensional ETF Tr Dimensional	$0	$12.4 Billion 3.13% of portfolio	350,073	Q2 2025 New
VUG Vanguard Growth ETF	$0	$9.27 Billion 2.33% of portfolio	21,132	Q2 2025 New
RDVY First Trust Rising Dividend Ac	$0	$8.99 Billion 2.26% of portfolio	143,240	Q2 2025 New
DFAU Dimensional ETF Tr	$0	$7.22 Billion 1.81% of portfolio	170,519	Q2 2025 New
FIVA Fidelity Covington Tr	$0	$6.8 Billion 1.71% of portfolio	231,839	Q2 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$6.53 Billion 1.64% of portfolio	15,382	Q2 2025 New
SEIM Sei Exchange Traded Fds Enhncd	$0	$6.42 Billion 1.61% of portfolio	152,392	Q2 2025 New
SEIV Sei Exchange Traded Fds Enhanc	$0	$6.39 Billion 1.6% of portfolio	178,965	Q2 2025 New
FVD First Tr Value Line Divid Inde	$0	$6.16 Billion 1.55% of portfolio	137,719	Q2 2025 New
DFCF Dimensional ETF Tr Core Fxd In	$0	$5.4 Billion 1.36% of portfolio	127,857	Q2 2025 New
RPG Invesco Exchange Traded Fd Tr	$0	$5.35 Billion 1.34% of portfolio	116,787	Q2 2025 New
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$4.51 Billion 1.13% of portfolio	102,983	Q2 2025 New
DFAR Dimensional ETF Tr Dimensional	$0	$4.35 Billion 1.09% of portfolio	185,618	Q2 2025 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$4.32 Billion 1.09% of portfolio	48,721	Q2 2025 New
VTV Vanguard Value ETF	$0	$3.99 Billion 1.0% of portfolio	22,429	Q2 2025 New
IWD Ishares Russell 1000 Val ETF	$0	$3.87 Billion 0.97% of portfolio	19,905	Q2 2025 New
FTEC Fidelity Covington Tr Msci Inf	$0	$3.78 Billion 0.95% of portfolio	19,167	Q2 2025 New
IVV Ishares Core S&P 500 ETF	$0	$3.6 Billion 0.9% of portfolio	5,790	Q2 2025 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$3.46 Billion 0.87% of portfolio	96,678	Q2 2025 New
DFSV Dimensional ETF Tr Dimensional	$0	$3.44 Billion 0.86% of portfolio	117,055	Q2 2025 New
IWP Ishares Russell Mid Cap Growth	$0	$3.27 Billion 0.82% of portfolio	23,614	Q2 2025 New
SEIQ Sei Exchange Traded Fds Ehned	$0	$3.24 Billion 0.81% of portfolio	87,246	Q2 2025 New
IMCG Ishare Morningstar Mid Cap Gro	$0	$2.99 Billion 0.75% of portfolio	37,304	Q2 2025 New
BIBL Northern Lts Fd Tr Iv	$0	$2.97 Billion 0.75% of portfolio	71,720	Q2 2025 New
DON Wisdomtree Tr U.S. Midcap Divi	$0	$2.95 Billion 0.74% of portfolio	58,838	Q2 2025 New
BSV Vanguard Bd Index Fd Inc Short	$0	$2.88 Billion 0.72% of portfolio	36,552	Q2 2025 New
VEA Vanguard Ftse Developed Market	$0	$2.82 Billion 0.71% of portfolio	49,533	Q2 2025 New
FBCG Fidelity Covington Tr Blue Chi	$0	$2.75 Billion 0.69% of portfolio	56,921	Q2 2025 New
DUSA Davis Fundamental ETF Tr	$0	$2.74 Billion 0.69% of portfolio	59,296	Q2 2025 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$2.68 Billion 0.67% of portfolio	33,659	Q2 2025 New
IJK Ishares S&P Midcap 400 Growth	$0	$2.52 Billion 0.63% of portfolio	27,734	Q2 2025 New
VBK Vanguard Small Cap Growth ETF	$0	$2.39 Billion 0.6% of portfolio	8,611	Q2 2025 New
IWS Ishares Russell Midcap Value E	$0	$2.26 Billion 0.57% of portfolio	17,111	Q2 2025 New
LRGF Ishares Tr	$0	$2.11 Billion 0.53% of portfolio	32,885	Q2 2025 New
VIOV Vanguard S&P Small Cap 600 Val	$0	$2 Billion 0.5% of portfolio	23,348	Q2 2025 New
QQQ Invesco Qqq Trust, Series 1	$0	$1.97 Billion 0.49% of portfolio	3,566	Q2 2025 New
JHMM John Hancock Multifactor Mid C	$0	$1.88 Billion 0.47% of portfolio	30,775	Q2 2025 New
IEMG Ishares Inc	$0	$1.83 Billion 0.46% of portfolio	30,566	Q2 2025 New
IWO Ishares Russell 2000 Gwt ETF	$0	$1.83 Billion 0.46% of portfolio	6,417	Q2 2025 New
DFAI Dimensional ETF Tr	$0	$1.79 Billion 0.45% of portfolio	51,912	Q2 2025 New
MTUM Ishares Msci Usa Momentum Fact	$0	$1.76 Billion 0.44% of portfolio	7,309	Q2 2025 New
DFAE Dimensional ETF Tr	$0	$1.74 Billion 0.44% of portfolio	60,262	Q2 2025 New
DFAS Dimensional ETF Tr U S Small C	$0	$1.67 Billion 0.42% of portfolio	26,247	Q2 2025 New
DEHP Dimensional ETF Tr Emerging Mk	$0	$1.66 Billion 0.42% of portfolio	59,352	Q2 2025 New
BOND Pimco Active Bond Exchange Tra	$0	$1.49 Billion 0.37% of portfolio	16,125	Q2 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$1.48 Billion 0.37% of portfolio	5,206	Q2 2025 New
PULS Pgim ETF Tr	$0	$1.43 Billion 0.36% of portfolio	28,736	Q2 2025 New

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