Summit Wealth Group, LLC Reduced Holdings in Q1 2025

Summit Wealth Group, LLC

  • $342 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-51.7K
- 9.29%
$32.42 - $36.13 $1.68M - $1.87M
505K $16.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-23.9K
- 4.96%
$71.17 - $73.66 $1.7M - $1.76M
459K $33.7M
IXN
Ishares Global Information Tec

ETFs
-1.46K
- 1.5%
$75.73 - $88.4 $111K - $129K
95.8K $7.26M
AAPL
Apple Inc.

Technology
-665
- 3.17%
$209.68 - $247.1 $139K - $164K
20.3K $4.52M
BNDX
Vanguard Total International B

ETFs
-11.9K
- 3.91%
$48.33 - $49.5 $575K - $589K
293K $14.3M
VLUE
Ishares Msci Usa Value Factor

ETFs
-5.07K
- 10.72%
$104.89 - $113.56 $531K - $575K
42.2K $4.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.64K
- 6.63%
$95.85 - $99.25 $636K - $659K
93.5K $9.25M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-531
- 0.8%
$196.12 - $229.48 $104K - $122K
66K $13.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-6.4K
- 13.77%
$85.29 - $92.57 $546K - $593K
40.1K $3.65M
MSFT
Microsoft Corp

Technology
-45
- 0.69%
$375.39 - $447.2 $16.9K - $20.1K
6.48K $2.43M
GOOG
Alphabet Inc.

Communication Services
-667
- 17.34%
$156.06 - $207.71 $104K - $139K
3.18K $497K
AMZN
Amazon Com Inc

Consumer Cyclical
-341
- 6.12%
$190.26 - $242.06 $64.9K - $82.5K
5.23K $995K
TSLA
Tesla, Inc.

Consumer Cyclical
-11
- 0.78%
$222.15 - $428.22 $2.44K - $4.71K
1.4K $362K
VTI
Vanguard Total Stock Market Et

ETFs
-283
- 4.12%
$271.18 - $303.12 $76.7K - $85.8K
6.59K $1.81M
GOOGL
Alphabet Inc.

Communication Services
-187
- 6.19%
$154.33 - $206.19 $28.9K - $38.6K
2.84K $438K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-2.61K
- 3.48%
$49.42 - $50.43 $129K - $132K
72.3K $3.61M
AVGO
Broadcom Inc.

Technology
-67
- 4.17%
$167.43 - $244.7 $11.2K - $16.4K
1.54K $258K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.15K
- 12.23%
$76.94 - $78.28 $88.5K - $90K
8.26K $646K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.17K
- 9.51%
$106.22 - $111.09 $124K - $130K
11.2K $1.24M
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.85K
- 12.99%
$53.99 - $58.43 $99.7K - $108K
12.4K $712K
ORCL
Oracle Corp

Technology
-105
- 4.97%
$139.81 - $186.47 $14.7K - $19.6K
2.01K $281K
IXUS
Ishares Tr

ETFs
-1.34K
- 15.36%
$65.06 - $72.31 $87.2K - $96.9K
7.39K $516K
HD
Home Depot, Inc.

Consumer Cyclical
-19
- 1.06%
$347.25 - $424.87 $6.6K - $8.07K
1.77K $649K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-578
- 12.09%
$73.78 - $76.59 $42.6K - $44.3K
4.2K $322K
HON
Honeywell International Inc

Industrials
-82
- 7.12%
$202.75 - $226.52 $16.6K - $18.6K
1.07K $226K
PEP
Pepsico Inc

Consumer Defensive
-16
- 0.67%
$142.64 - $156.42 $2.28K - $2.5K
2.36K $354K
META
Meta Platforms, Inc.

Communication Services
-2
- 0.33%
$576.36 - $736.67 $1.15K - $1.47K
601 $346K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-184
- 1.61%
$22.46 - $23.26 $4.13K - $4.28K
11.2K $260K
CSCO
Cisco Systems, Inc.

Technology
-122
- 3.15%
$58.74 - $64.87 $7.17K - $7.91K
3.75K $232K
RTX
Raytheon Technologies Corp

Industrials
-46
- 1.85%
$114.1 - $135.66 $5.25K - $6.24K
2.45K $324K
DFAX
Dimensional ETF Tr
-1.24K
- 0.86%
$24.45 - $27.2 $30.4K - $33.8K
143K $3.74M
VEA
Vanguard Ftse Developed Market

ETFs
-436
- 0.14%
$47.4 - $52.99 $20.7K - $23.1K
305K $15.5M
Activity Summary
Buys All Purchases 51 New Holdings 5 Increased Positions 46 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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