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Summit Wealth Group, LLC 13F holdings

Filed 2026-08-04 · Summit Wealth Group, LLC · 129 positions · $490.3M

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TickerCompanySharesValue% of portfolio
VOOVANGUARD INDEX FDS123.6K$84.9M17.3%
BNDVANGUARD BD INDEX FDS417.6K$30.7M6.3%
VEAVANGUARD TAX-MANAGED FDS303.2K$21.6M4.4%
IGIBISHARES TR381.4K$20.3M4.1%
VXFVANGUARD INDEX FDS80.9K$19.9M4.1%
MTUMISHARES TR53.2K$18.3M3.7%
DFUVDIMENSIONAL ETF TRUST319.1K$17.6M3.6%
BNDXVANGUARD CHARLOTTE FDS360.8K$17.5M3.6%
DFACDIMENSIONAL ETF TRUST371.4K$16.5M3.4%
USHYISHARES TR408.4K$15.1M3.1%
DFASDIMENSIONAL ETF TRUST179.9K$14.8M3.0%
IXNISHARES TR101.0K$14.6M3.0%
EAGL2023 ETF SERIES TRUST365.6K$11.8M2.4%
ICSHISHARES TR205.5K$10.4M2.1%
BLVVANGUARD BD INDEX FDS143.5K$9.9M2.0%
VTEBVANGUARD MUN BD FDS189.7K$9.6M2.0%
MUBISHARES TR80.6K$8.7M1.8%
VHTVANGUARD WORLD FD24.8K$7.4M1.5%
VWOVANGUARD INTL EQUITY INDEX F118.9K$7.1M1.4%
ESGUISHARES TR39.2K$6.4M1.3%
VXUSVANGUARD STAR FDS74.1K$6.3M1.3%
AGGISHARES TR62.9K$6.2M1.3%
AAPLAPPLE INC18.6K$5.4M1.1%
DFSVDIMENSIONAL ETF TRUST122.6K$4.8M1.0%
MUMICRON TECHNOLOGY INC4.1K$4.7M1.0%
SCHPSCHWAB STRATEGIC TR168.3K$4.5M0.9%
DFAXDIMENSIONAL ETF TRUST120.2K$4.4M0.9%
COHRCOHERENT CORP10.3K$4.1M0.8%
DFLVDIMENSIONAL ETF TRUST99.3K$3.9M0.8%
ADIANALOG DEVICES INC9.9K$3.9M0.8%
NVDANVIDIA CORPORATION18.6K$3.7M0.8%
DUHPDIMENSIONAL ETF TRUST88.8K$3.7M0.8%
IAGGISHARES TR65.1K$3.3M0.7%
DFNMDIMENSIONAL ETF TRUST61.8K$3.0M0.6%
DFARDIMENSIONAL ETF TRUST113.1K$3.0M0.6%
MSFTMICROSOFT CORP7.1K$2.6M0.5%
ESGVVANGUARD WORLD FD19.0K$2.5M0.5%
SUSCISHARES TR97.9K$2.3M0.5%
VTIVANGUARD INDEX FDS6.0K$2.2M0.5%
IVVISHARES TR2.5K$1.9M0.4%
VSGXVANGUARD WORLD FD20.8K$1.7M0.3%
ESGDISHARES TR16.5K$1.7M0.3%
ESMLISHARES TR28.4K$1.6M0.3%
—ESPERION THERAPEUTICS INC NE499.7K$1.6M0.3%
AMZNAMAZON COM INC6.5K$1.5M0.3%
GOVTISHARES TR65.8K$1.5M0.3%
EAGGISHARES TR30.0K$1.4M0.3%
VMBSVANGUARD SCOTTSDALE FDS29.5K$1.4M0.3%
VLUEISHARES TR6.3K$1.3M0.3%
GOOGLALPHABET INC3.4K$1.2M0.2%
GOOGALPHABET INC2.9K$1.0M0.2%
PGPROCTER & GAMBLE CO6.8K$1.0M0.2%
MBBISHARES TR10.5K$993,3110.2%
IBDRISHARES TR40.1K$971,2060.2%
JPMJPMORGAN CHASE & CO2.9K$938,8090.2%
SUSBISHARES TR37.2K$929,5040.2%
VYMVANGUARD WHITEHALL FDS5.4K$855,9480.2%
VYMIVANGUARD WHITEHALL FDS8.2K$806,2850.2%
HYXFISHARES TR17.1K$799,0700.2%
IBDSISHARES TR30.9K$748,8320.2%
Top Fund Holdings
13F
Top Fund Holdings

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