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.
