Summit Wealth Group, LLC Portfolio Holdings

Summit Wealth Group, LLC

  • $347 Million
  • Q3 2024

Summit Wealth Group, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $347 Million distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $62.9M, Vanguard Bd Index Fd Inc Total with a value of $36.2M, Dimensional ETF Tr U S Core Eq with a value of $18.3M, Vanguard Total International B with a value of $15.6M, and Vanguard Ftse Developed Market with a value of $15.4M.

Examining the 13F form we can see an increase of $13.4M in the current position value, from $333M to 347M.

Summit Wealth Group, LLC is based out at White River Junction, VT

Below you can find more details about Summit Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $347 Million
ETFs: $304 Million
Technology: $14.1 Million
Industrials: $2.37 Million
Healthcare: $2.36 Million
Consumer Cyclical: $2.15 Million
Consumer Defensive: $2 Million
Communication Services: $1.58 Million
Real Estate: $839,000
Other: $1.93 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141M
$66,000 0.02% of portfolio
40,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $347 Million
  • Prior Value $333 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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