Summit Wealth Group, LLC

Institutional manager (13F) · CIK 1802865

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $403M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$74M	123,268
2	VANGUARD BD INDEX FDS	$29M	399,043
3	ISHARES TR	$20M	373,031
4	VANGUARD TAX-MANAGED FDS	$19M	301,247
5	VANGUARD CHARLOTTE FDS	$17M	347,573
6	VANGUARD INDEX FDS	$16M	79,809
7	DIMENSIONAL ETF TRUST	$15M	388,492
8	DIMENSIONAL ETF TRUST	$15M	311,177
9	ISHARES TR	$15M	396,549
10	ISHARES TR	$13M	53,142
11	DIMENSIONAL ETF TRUST	$12M	173,634
12	2023 ETF SERIES TRUST	$11M	365,626
13	ISHARES TR	$10M	100,149
14	VANGUARD BD INDEX FDS	$9M	137,433
15	ISHARES TR	$9M	185,529
16	ISHARES TR	$9M	81,731
17	VANGUARD MUN BD FDS	$8M	169,021
18	ISHARES TR	$7M	67,872
19	VANGUARD WORLD FD	$7M	24,506
20	VANGUARD INTL EQUITY INDEX F	$6M	116,147
21	VANGUARD STAR FDS	$6M	77,956
22	ISHARES TR	$6M	40,269
23	APPLE INC	$5M	18,773
24	NVIDIA CORPORATION	$5M	27,023
25	DIMENSIONAL ETF TRUST	$4M	130,648
26	SCHWAB STRATEGIC TR	$4M	165,226
27	DIMENSIONAL ETF TRUST	$4M	123,316
28	DIMENSIONAL ETF TRUST	$4M	102,082
29	ISHARES TR	$3M	67,511
30	DIMENSIONAL ETF TRUST	$3M	86,330
31	ANALOG DEVICES INC	$3M	9,879
32	DIMENSIONAL ETF TRUST	$3M	64,792
33	MICROSOFT CORP	$3M	7,452
34	DIMENSIONAL ETF TRUST	$3M	110,103
35	COHERENT CORP	$2M	10,288
36	ISHARES TR	$2M	96,649
37	VANGUARD WORLD FD	$2M	19,193
38	VANGUARD INDEX FDS	$2M	6,263
39	ISHARES TR	$2M	2,559
40	ISHARES TR	$2M	17,336
41	VANGUARD WORLD FD	$2M	21,774
42	ISHARES TR	$2M	66,512
43	ISHARES TR	$1M	29,992
44	AMAZON COM INC	$1M	6,759
45	ISHARES TR	$1M	29,649
46	VANGUARD SCOTTSDALE FDS	$1M	29,666
47	ESPERION THERAPEUTICS INC NE	$1M	405,369
48	PROCTER & GAMBLE CO	$1M	7,627
49	MICRON TECHNOLOGY INC	$1M	3,127
50	ISHARES TR	$1M	10,585

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.