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 51–100 of 119
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 3K | $500K+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 5K | $500K+ | SH |
| HYXF | ISHARES TR | 16K | $500K+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 8K | $500K+ | SH |
| IBDR | ISHARES TR | 29K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| TLT | ISHARES TR | 8K | $500K+ | SH |
| IBDS | ISHARES TR | 28K | $500K+ | SH |
| ESGE | ISHARES INC | 15K | $500K+ | SH |
| IEMG | ISHARES INC | 9K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| TIP | ISHARES TR | 6K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| MS | MORGAN STANLEY | 3K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| BSV | VANGUARD BD INDEX FDS | 7K | $500K+ | SH |
| MLI | MUELLER INDS INC | 4K | $500K+ | SH |
| SUI | SUN CMNTYS INC | 4K | $100K–$500K | SH |
| DFIC | DIMENSIONAL ETF TRUST | 14K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 4K | $100K–$500K | SH |
| META | META PLATFORMS INC | 712 | $100K–$500K | SH |
| RTX | RTX CORPORATION | 3K | $100K–$500K | SH |
| IXUS | ISHARES TR | 5K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| IWM | ISHARES TR | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| MZTI | MARZETTI COMPANY | 3K | $100K–$500K | SH |
| CMF | ISHARES TR | 7K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 5K | $100K–$500K | SH |
| DFSB | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 333 | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| VCEB | VANGUARD WORLD FD | 6K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 1K | $100K–$500K | SH |
| EFA | ISHARES TR | 4K | $100K–$500K | SH |
| IYH | ISHARES TR | 5K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| WPC | WP CAREY INC | 5K | $100K–$500K | SH |
| AXON | AXON ENTERPRISE INC | 560 | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| NBBK | NB BANCORP INC | 15K | $100K–$500K | SH |
| VWOB | VANGUARD WHITEHALL FDS | 4K | $100K–$500K | SH |
| BIV | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 430 | $100K–$500K | SH |
| GTO | INVESCO ACTIVELY MANAGED EXC | 6K | $100K–$500K | SH |