Summit Wealth Group, LLC Incresed Positions in Q2 2025

Summit Wealth Group, LLC

  • $389 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
240K
+ 241.3%
$51.1 - $53.29 $12.3M - $12.8M
339K $18.1M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
306K
+ 982.74%
$35.3 - $37.51 $10.8M - $11.5M
337K $12.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.94K
+ 1.61%
$456.74 - $568.03 $886K - $1.1M
123K $69.7M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
105K
+ 786.07%
$66.5 - $71.25 $6.97M - $7.47M
118K $8.22M
MUB
Ishares National Muni Bond ETF

ETFs
55.6K
+ 188.26%
$102.31 - $105.8 $5.68M - $5.88M
85.1K $8.89M
VXF
Vanguard Extended Market ETF

ETFs
8.83K
+ 12.83%
$150.43 - $192.71 $1.33M - $1.7M
77.7K $15M
DFSV
Dimensional ETF Tr Dimensional

ETFs
99.5K
+ 555.06%
$24.21 - $29.47 $2.41M - $2.93M
117K $3.46M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
60.1K
+ 1187.71%
$46.77 - $47.89 $2.81M - $2.88M
65.2K $3.09M
VEA
Vanguard Ftse Developed Market

ETFs
1.85K
+ 0.61%
$45.65 - $57.01 $84.5K - $106K
307K $17.5M
IXN
Ishares Global Information Tec

ETFs
950
+ 0.99%
$65.81 - $92.34 $62.5K - $87.7K
96.8K $8.94M
MSFT
Microsoft Corp

Technology
169
+ 2.61%
$354.56 - $497.45 $59.9K - $84.1K
6.65K $3.31M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.9K
+ 1.88%
$52.31 - $63.72 $152K - $185K
157K $10M
ICSH
Blackrock Ultra Short Term Bon

ETFs
15.4K
+ 13.78%
$50.48 - $50.71 $780K - $783K
128K $6.47M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.35K
+ 4.0%
$39.89 - $49.46 $174K - $215K
113K $5.59M
BNDX
Vanguard Total International B

ETFs
4.31K
+ 1.47%
$48.77 - $49.55 $210K - $213K
297K $14.7M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
590
+ 2.91%
$86.93 - $109.64 $51.3K - $64.7K
20.8K $2.29M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.95K
+ 2.63%
$29.36 - $35.56 $57.3K - $69.4K
76.2K $2.71M
IEMG
Ishares Inc

ETFs
2.89K
+ 43.63%
N/A
9.52K $572K
DFSB
Dimensional ETF Tr Dimensional
3.28K
+ 68.62%
N/A
8.06K $423K
AMZN
Amazon Com Inc

Consumer Cyclical
46
+ 0.88%
$167.32 - $223.3 $7.7K - $10.3K
5.28K $1.16M
JPM
Jpmorgan Chase & CO

Financial Services
149
+ 5.66%
$210.28 - $289.91 $31.3K - $43.2K
2.78K $807K
GE
General Electric CO

Industrials
112
+ 6.45%
$166.81 - $257.39 $18.7K - $28.8K
1.85K $476K
DFAR
Dimensional ETF Tr Dimensional

ETFs
5.73K
+ 5.97%
$20.99 - $23.93 $120K - $137K
102K $2.39M
CSCO
Cisco Systems, Inc.

Technology
466
+ 12.42%
$53.19 - $69.38 $24.8K - $32.3K
4.22K $293K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7
+ 0.09%
$65.84 - $80.81 $461 - $566
8.19K $656K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
333
+ 8.65%
$51.16 - $62.02 $17K - $20.7K
4.18K $259K
HON
Honeywell International Inc

Industrials
46
+ 4.3%
$182.86 - $232.88 $8.41K - $10.7K
1.12K $260K
MLI
Mueller Industries Inc

Industrials
15
+ 0.34%
$68.45 - $79.6 $1.03K - $1.19K
4.43K $352K
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 1.98%
$335.24 - $380.78 $11.7K - $13.3K
1.81K $662K
XOM
Exxon Mobil Corp

Energy
471
+ 13.35%
$99.93 - $119.04 $47.1K - $56.1K
4K $431K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.18%
$430.82 - $486.45 $431 - $486
572 $265K
LANC
Lancaster Colony Corp

Consumer Defensive
14
+ 0.56%
$159.67 - $192.9 $2.24K - $2.7K
2.49K $431K
WPC
W. P. Carey Inc.

Real Estate
15
+ 0.3%
$56.12 - $64.53 $842 - $968
4.97K $310K
JNJ
Johnson & Johnson

Healthcare
88
+ 5.29%
$146.36 - $159.82 $12.9K - $14.1K
1.75K $267K
MRK
Merck & Co., Inc.

Healthcare
204
+ 5.4%
$73.47 - $87.12 $15K - $17.8K
3.98K $315K
PEP
Pepsico Inc

Consumer Defensive
123
+ 5.21%
$128.02 - $151.37 $15.7K - $18.6K
2.48K $328K
PG
Procter & Gamble CO

Consumer Defensive
133
+ 1.79%
$157.66 - $172.39 $21K - $22.9K
7.57K $1.21M
ESPR
Esperion Therapeutics, Inc.

Healthcare
30K
+ 10.24%
$0.73 - $1.41 $21.9K - $42.3K
323K $318K
VHT
Vanguard Health Care ETF

ETFs
970
+ 4.02%
$236.71 - $261.92 $230K - $254K
25.1K $6.24M
Activity Summary
Buys All Purchases 54 New Holdings 14 Increased Positions 40 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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