Back to investors
SUMMIT WEALTH GROUP, LLC
SUMMIT WEALTH GROUP, LLC
Latest filing: 2026-06-30
SUMMIT WEALTH GROUP, LLC runs SUMMIT WEALTH GROUP, LLC and currently holds 129 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $490.28M. Their top holdings are VOO, BND, VEA, IGIB, VXF. The top five represent 36.2% of reported portfolio weight. SUMMIT WEALTH GROUP, LLC ranks #551 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SUMMIT WEALTH GROUP, LLC initiated 1 new position. They added to 39 existing positions. They trimmed 48 positions. Their current best-performing preview position is MU with returns of +241.67%.
Sign in to enable email alerts for this investor.
Showper page
129 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD INDEX FDS | 17.32% | $506.72 | $703.77 | +38.89% | Added +0.29% |
 BND VANGUARD BD INDEX FDS | 6.25% | $72.17 | $72.23 | +0.08% | Added +4.66% |
 VEA VANGUARD TAX-MANAGED FDS | 4.41% | $49.62 | $73.43 | +47.98% | Added +0.63% |
 IGIB ISHARES TR | 4.14% | $52.69 | $52.14 | -1.04% | Added +2.25% |
 VXF VANGUARD INDEX FDS | 4.06% | $175.92 | $245.51 | +39.55% | Added +1.37% |
 MTUM ISHARES TR | 3.72% | $143.12 | $305.24 | +113.28% | Added +0.18% |
 DFUV DIMENSIONAL ETF TRUST | 3.58% | $42.25 | $57.42 | +35.91% | Added +2.54% |
 BNDX VANGUARD CHARLOTTE FDS | 3.56% | $48.99 | $47.65 | -2.74% | Added +3.81% |
 DFAC DIMENSIONAL ETF TRUST | 3.36% | $26.00 | $45.61 | +75.42% | Trimmed -4.40% |
 USHY ISHARES TR | 3.08% | $37.41 | $36.84 | -1.52% | Added +2.99% |
Showing 1-10 of 129