SUMMIT WEALTH GROUP, LLC

SUMMIT WEALTH GROUP, LLC runs SUMMIT WEALTH GROUP, LLC and currently holds 125 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $435.80M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SUMMIT WEALTH GROUP, LLC ranks #530 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SUMMIT WEALTH GROUP, LLC's portfolio at SUMMIT WEALTH GROUP, LLC has delivered returns of +12.31%. Their 3-year annualized return is +78.94%. Looking at the 5-year horizon, SUMMIT WEALTH GROUP, LLC has achieved +69.51% annualized returns at SUMMIT WEALTH GROUP, LLC.