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 101–119 of 119
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IYW | ISHARES TR | 1K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 574 | $100K–$500K | SH |
| IJH | ISHARES TR | 4K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| IVW | ISHARES TR | 2K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 461 | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 378 | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 259 | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 389 | $100K–$500K | SH |
| V | VISA INC | 607 | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 2K | $100K–$500K | SH |
| HYG | ISHARES TR | 3K | $100K–$500K | SH |
| PFE | PFIZER INC | 8K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 635 | $100K–$500K | SH |
| BHC | BAUSCH HEALTH COS INC | 12K | $50K–$100K | SH |