Summit Wealth Group, LLC Purchases and Sells in Q2 2025

Summit Wealth Group, LLC

$389 Million
Q2 2025

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGIB	240K + 241.3%	$51.1 - $53.29 $12.3M - $12.8M	339K $18.1M
USHY	306K + 982.74%	$35.3 - $37.51 $10.8M - $11.5M	337K $12.7M
VOO	1.94K + 1.61%	$456.74 - $568.03 $886K - $1.1M	123K $69.7M
BLV	105K + 786.07%	$66.5 - $71.25 $6.97M - $7.47M	118K $8.22M
MUB	55.6K + 188.26%	$102.31 - $105.8 $5.68M - $5.88M	85.1K $8.89M
VXF	8.83K + 12.83%	$150.43 - $192.71 $1.33M - $1.7M	77.7K $15M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIMENSIONAL ETF TRUST	97.3K New	N/A	97.3K $3.02M
IWM	2.13K New	$174.82 - $215.79 $372K - $459K	2.13K $459K
CAT	812 New	$273.94 - $388.21 $222K - $315K	812 $315K
IYH	5.58K New	$53.97 - $60.17 $301K - $336K	5.58K $315K
PVBC	25K New	$10.65 - $12.49 $266K - $312K	25K $312K
VO	1.11K New	$228.54 - $279.83 $253K - $309K	1.11K $309K

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-110K - 23.95%	$72.02 - $73.82 $7.92M - $8.11M	349K $25.7M
VTEB	-96.3K - 43.35%	$48.13 - $49.85 $4.64M - $4.8M	126K $6.17M
TLT	-31.8K - 79.23%	$83.97 - $92.85 $2.67M - $2.95M	8.33K $735K
VLUE	-27K - 63.86%	$93.5 - $113.21 $2.52M - $3.05M	15.3K $1.73M
SCHP	-98.8K - 38.72%	$26.18 - $26.93 $2.59M - $2.66M	156K $4.17M
AGG	-21.7K - 23.19%	$96.84 - $99.46 $2.1M - $2.16M	71.8K $7.12M

Activity Summary All Purchases 54 New Holdings 14 Increased Positions 40 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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