Summit Wealth Group, LLC Portfolio Holdings

Summit Wealth Group, LLC

  • $389 Million
  • Q2 2025

Summit Wealth Group, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $389 Million distributed in 111 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 $69.7M, Vanguard Bd Index Fd Inc Total with a value of $25.7M, Ishares Trust Ishares 5 10 Yea with a value of $18.1M, Vanguard Ftse Developed Market with a value of $17.5M, and Dimensional ETF Tr U S Core Eq with a value of $15.7M.

Examining the 13F form we can see an increase of $47.3M in the current position value, from $342M to 389M.

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 $389 Million
ETFs: $343 Million
Technology: $13.2 Million
Industrials: $2.7 Million
Consumer Cyclical: $2.26 Million
Healthcare: $2.09 Million
Consumer Defensive: $1.97 Million
Financial Services: $1.76 Million
Communication Services: $1.43 Million
Other: $1.85 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$128M
$318,000 0.08% of portfolio
323,000
Q2 2025 Added 10.24%
$215M
$312,000 0.08% of portfolio
24,950
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $389 Million
  • Prior Value $342 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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