Summit Wealth Group, LLC Reduced Holdings in Q2 2025

Summit Wealth Group, LLC

  • $389 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-110K
- 23.95%
$72.02 - $73.82 $7.92M - $8.11M
349K $25.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-96.3K
- 43.35%
$48.13 - $49.85 $4.64M - $4.8M
126K $6.17M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-31.8K
- 79.23%
$83.97 - $92.85 $2.67M - $2.95M
8.33K $735K
VLUE
Ishares Msci Usa Value Factor

ETFs
-27K
- 63.86%
$93.5 - $113.21 $2.52M - $3.05M
15.3K $1.73M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-98.8K
- 38.72%
$26.18 - $26.93 $2.59M - $2.66M
156K $4.17M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-21.7K
- 23.19%
$96.84 - $99.46 $2.1M - $2.16M
71.8K $7.12M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-66K
- 13.07%
$29.12 - $35.84 $1.92M - $2.37M
439K $15.7M
TIP
Ishares Tr Tips Bd ETF

ETFs
-5.39K
- 48.31%
$107.93 - $110.97 $582K - $598K
5.77K $635K
AAPL
Apple Inc.

Technology
-1.21K
- 5.93%
$172.42 - $223.89 $208K - $270K
19.1K $3.92M
AXON
Axon Enterprise, Inc.

Industrials
-450
- 44.55%
$497.13 - $827.94 $224K - $373K
560 $464K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-659
- 7.98%
$77.74 - $78.78 $51.2K - $51.9K
7.6K $598K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-943
- 3.25%
$45.2 - $46.6 $42.6K - $43.9K
28.1K $1.3M
IXUS
Ishares Tr

ETFs
-1.21K
- 16.36%
$62.37 - $77.63 $75.3K - $93.8K
6.18K $478K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.62K
- 3.78%
$24.66 - $25.17 $40K - $40.9K
41.3K $1.04M
LLY
Eli Lilly & CO

Healthcare
-17
- 4.86%
$713.71 - $898.95 $12.1K - $15.3K
333 $260K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.19K
- 1.62%
$22.54 - $23.17 $26.8K - $27.6K
72.4K $1.66M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.97K
- 2.73%
$50.09 - $51.09 $98.8K - $101K
70.3K $3.59M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-323
- 7.68%
$75.05 - $77.34 $24.2K - $25K
3.88K $300K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-457
- 1.45%
$46.41 - $47.7 $21.2K - $21.8K
31.1K $1.48M
MBB
Ishares Tr

ETFs
-96
- 0.9%
$91.41 - $94.22 $8.78K - $9.05K
10.6K $994K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-914
- 1.1%
$22.43 - $23.23 $20.5K - $21.2K
82.3K $1.91M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-817
- 5.49%
$24.94 - $31.15 $20.4K - $25.4K
14.1K $437K
GOOG
Alphabet Inc.

Communication Services
-136
- 4.28%
$146.58 - $180.01 $19.9K - $24.5K
3.04K $540K
IBM
International Business Machines Corp

Technology
-6
- 0.58%
$221.03 - $294.78 $1.33K - $1.77K
1.02K $301K
GOOGL
Alphabet Inc.

Communication Services
-82
- 2.89%
$144.7 - $178.6 $11.9K - $14.6K
2.75K $485K
META
Meta Platforms, Inc.

Communication Services
-57
- 9.48%
$484.66 - $738.09 $27.6K - $42.1K
544 $402K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-275
- 1.68%
$30.87 - $39.17 $8.49K - $10.8K
16.1K $631K
MS
Morgan Stanley

Financial Services
-9
- 0.3%
$99.83 - $140.86 $898 - $1.27K
2.99K $421K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-449
- 1.39%
$33.46 - $41.33 $15K - $18.6K
31.8K $1.31M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-5.1K
- 1.79%
$36.25 - $42.28 $185K - $216K
281K $11.9M
AVGO
Broadcom Inc.

Technology
-264
- 17.17%
$146.29 - $275.65 $38.6K - $72.8K
1.27K $351K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-390
- 2.06%
$73.02 - $90.22 $28.5K - $35.2K
18.6K $1.66M
VTI
Vanguard Total Stock Market Et

ETFs
-113
- 1.72%
$243.75 - $303.93 $27.5K - $34.3K
6.47K $1.97M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-5.76K
- 6.55%
$55.54 - $69.09 $320K - $398K
82.3K $5.68M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-9.46K
- 14.32%
$180.84 - $240.32 $1.71M - $2.27M
56.6K $13.6M
DFAX
Dimensional ETF Tr
-2.07K
- 1.45%
$23.37 - $29.39 $48.4K - $60.9K
141K $4.13M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.06K
- 2.33%
$108.06 - $135.3 $114K - $143K
44.4K $6.01M
NVDA
Nvidia Corp

Technology
-182
- 0.77%
$94.31 - $157.99 $17.2K - $28.8K
23.5K $3.72M
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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