Summit Wealth Group, LLC Portfolio Holdings

Summit Wealth Group, LLC

  • $342 Million
  • Q1 2025

Summit Wealth Group, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $342 Million distributed in 100 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 $62.1M, Vanguard Bd Index Fd Inc Total with a value of $33.7M, Dimensional ETF Tr U S Core Eq with a value of $16.7M, Vanguard Ftse Developed Market with a value of $15.5M, and Vanguard Total International B with a value of $14.3M.

Examining the 13F form we can see an decrease of $3.08M in the current position value, from $345M to 342M.

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 $342 Million
ETFs: $304 Million
Technology: $11 Million
Healthcare: $2.19 Million
Consumer Defensive: $2.06 Million
Industrials: $2.02 Million
Consumer Cyclical: $2.01 Million
Communication Services: $1.28 Million
Energy: $1.02 Million
Other: $2.12 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$66.6M
$422,000 0.12% of portfolio
293,000
Q1 2025 Added 86.62%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $342 Million
  • Prior Value $345 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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