Summit Wealth Group, LLC Incresed Positions in Q3 2025

Summit Wealth Group, LLC

  • $398 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
49.8K
+ 39.04%
$50.52 - $50.75 $2.52M - $2.53M
177K $9M
VXF
Vanguard Extended Market ETF

ETFs
806
+ 1.04%
$193.58 - $213.07 $156K - $172K
78.5K $16.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.8K
+ 4.54%
$72.57 - $74.72 $1.15M - $1.18M
365K $27.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
24K
+ 19.07%
$48.5 - $50.19 $1.16M - $1.21M
150K $7.5M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
12.4K
+ 4.43%
$41.91 - $44.87 $521K - $558K
293K $13.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.01K
+ 4.47%
$63.41 - $69.69 $445K - $489K
164K $11.2M
IXN
Ishares Global Information Tec

ETFs
43
+ 0.04%
$91.28 - $103.32 $3.93K - $4.44K
96.8K $9.99M
BNDX
Vanguard Total International B

ETFs
16.5K
+ 5.56%
$49.0 - $49.51 $809K - $818K
314K $15.5M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
9.75K
+ 2.87%
$52.55 - $54.37 $512K - $530K
349K $18.9M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
17.9K
+ 5.32%
$37.14 - $37.85 $666K - $679K
355K $13.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
745
+ 0.66%
$49.43 - $54.52 $36.8K - $40.6K
114K $6.16M
DFSV
Dimensional ETF Tr Dimensional

ETFs
5.46K
+ 4.65%
$29.2 - $32.74 $159K - $179K
123K $3.91M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
11.8K
+ 14.38%
$22.89 - $23.7 $271K - $280K
94.1K $2.22M
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.58K
+ 3.39%
$35.76 - $37.93 $92.4K - $98K
78.8K $2.98M
GOOGL
Alphabet Inc.

Communication Services
5
+ 0.18%
$174.36 - $254.72 $872 - $1.27K
2.76K $670K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.87K
+ 6.64%
$45.72 - $47.27 $85.4K - $88.3K
30K $1.41M
MLI
Mueller Industries Inc

Industrials
11
+ 0.25%
$82.07 - $101.7 $903 - $1.12K
4.44K $449K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.98K
+ 1.27%
$26.44 - $27.1 $52.4K - $53.7K
158K $4.27M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.66K
+ 1.63%
$22.9 - $24.1 $38K - $40K
103K $2.47M
AVGO
Broadcom Inc.

Technology
4
+ 0.31%
$264.74 - $369.57 $1.06K - $1.48K
1.28K $421K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5
+ 0.06%
$79.76 - $85.78 $399 - $429
8.19K $693K
CMF
Ishares California Muni Bond E

ETFs
413
+ 6.42%
$55.16 - $57.13 $22.8K - $23.6K
6.85K $390K
WPC
W. P. Carey Inc.

Real Estate
14
+ 0.28%
$61.29 - $68.7 $858 - $962
4.98K $336K
LANC
Lancaster Colony Corp

Consumer Defensive
14
+ 0.56%
$171.5 - $183.37 $2.4K - $2.57K
2.51K $454K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.17%
$410.74 - $499.21 $411 - $499
573 $286K
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.08%
$133.81 - $152.16 $268 - $304
2.49K $348K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
163
+ 4.2%
$76.16 - $78.59 $12.4K - $12.8K
4.04K $315K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
46
+ 0.61%
$78.11 - $79.07 $3.59K - $3.64K
7.64K $603K
Dimensional ETF Trust
1.62K
+ 1.67%
N/A
98.9K $0
2023 ETF Series Trust
4
+ 0.0%
N/A
366K $0
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Summit Wealth Group, LLC Portfolio

Follow Summit Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email