Summit Wealth Group, LLC
Summit Wealth Group, LLC reported 129 positions worth $490.3M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: VOO (17.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $84.9M | 17.32% | 123,620 | — | — | |
| ▸ 2 | BND | SH | $30.7M | 6.25% | 417,650 | — | — | |
| ▸ 3 | VEA | SH | $21.6M | 4.41% | 303,158 | — | — | |
| ▸ 4 | IGIB | SH | $20.3M | 4.14% | 381,429 | — | — | |
| ▸ 5 | VXF | SH | $19.9M | 4.06% | 80,902 | — | — | |
| ▸ 6 | MTUM | SH | $18.3M | 3.72% | 53,239 | — | — | |
| ▸ 7 | DFUV | SH | $17.6M | 3.58% | 319,089 | — | — | |
| ▸ 8 | BNDX | SH | $17.5M | 3.56% | 360,811 | — | — | |
| ▸ 9 | DFAC | SH | $16.5M | 3.36% | 371,403 | — | — | |
| ▸ 10 | USHY | SH | $15.1M | 3.08% | 408,392 | — | — |
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Frequently Asked Questions
What stocks does Summit Wealth Group, LLC hold as of Q2 2026?
Summit Wealth Group, LLC reported 129 positions worth $490.3M in its Q2 2026 13F filing. Largest positions: VOO (17.3%), BND (6.3%), VEA (4.4%), IGIB (4.1%) and VXF (4.1%).
What did Summit Wealth Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Summit Wealth Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.