CIK 1802865
Summit Wealth Group, LLC
Institutional 13F holdings & portfolio
Holdings
119
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 119
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 121K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 380K | $1M+ | SH |
| IGIB | ISHARES TR | 358K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 300K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 78K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 328K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 395K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 301K | $1M+ | SH |
| USHY | ISHARES TR | 371K | $1M+ | SH |
| MTUM | ISHARES TR | 53K | $1M+ | SH |
| EAGL | 2023 ETF SERIES TRUST | 366K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 168K | $1M+ | SH |
| IXN | ISHARES TR | 97K | $1M+ | SH |
| ICSH | ISHARES TR | 193K | $1M+ | SH |
| BLV | VANGUARD BD INDEX FDS | 128K | $1M+ | SH |
| MUB | ISHARES TR | 82K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 158K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 24K | $1M+ | SH |
| AGG | ISHARES TR | 69K | $1M+ | SH |
| ESGU | ISHARES TR | 41K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 114K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 79K | $1M+ | SH |
| AAPL | APPLE INC | 20K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 25K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 136K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 161K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 120K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 100K | $1M+ | SH |
| IAGG | ISHARES TR | 68K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 7K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 83K | $1M+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 65K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 105K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 20K | $1M+ | SH |
| SUSC | ISHARES TR | 95K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| ESGD | ISHARES TR | 18K | $1M+ | SH |
| VSGX | VANGUARD WORLD FD | 22K | $1M+ | SH |
| GOVT | ISHARES TR | 67K | $1M+ | SH |
| EAGG | ISHARES TR | 30K | $1M+ | SH |
| ESML | ISHARES TR | 31K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 30K | $1M+ | SH |
| AMZN | AMAZON COM INC | 6K | $1M+ | SH |
| ESPR | ESPERION THERAPEUTICS INC NE | 341K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 8K | $1M+ | SH |
| VLUE | ISHARES TR | 8K | $1M+ | SH |
| MBB | ISHARES TR | 11K | $1M+ | SH |
| GOOGL | ALPHABET INC | 3K | $500K+ | SH |
| SUSB | ISHARES TR | 38K | $500K+ | SH |