Summit Wealth Group, LLC 13F Holdings · Q2 2026
Summit Wealth Group, LLC reported 129 securities worth $490.28M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (17.32%), BND (6.25%), VEA (4.41%). Among its top 25 positions this quarter: 17 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $84.9M | 17.32% | 123,620 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $30.7M | 6.25% | 417,650 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $21.6M | 4.41% | 303,158 | Added |
| 4 | IGIB | ISHARES TR | $20.3M | 4.14% | 381,429 | Added |
| 5 | VXF | VANGUARD INDEX FDS | $19.9M | 4.06% | 80,902 | Added |
| 6 | MTUM | ISHARES TR | $18.3M | 3.72% | 53,239 | Added |
| 7 | DFUV | DIMENSIONAL ETF TRUST | $17.6M | 3.58% | 319,089 | Added |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $17.5M | 3.56% | 360,811 | Added |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $16.5M | 3.36% | 371,403 | Trimmed |
| 10 | USHY | ISHARES TR | $15.1M | 3.08% | 408,392 | Added |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $14.8M | 3.02% | 179,901 | Added |
| 12 | IXN | ISHARES TR | $14.6M | 2.98% | 100,969 | Added |
| 13 | EAGL | 2023 ETF SERIES TRUST | $11.8M | 2.40% | 365,626 | Hold |
| 14 | ICSH | ISHARES TR | $10.4M | 2.12% | 205,499 | Added |
| 15 | BLV | VANGUARD BD INDEX FDS | $9.9M | 2.02% | 143,517 | Added |
| 16 | VTEB | VANGUARD MUN BD FDS | $9.6M | 1.96% | 189,684 | Added |
| 17 | MUB | ISHARES TR | $8.7M | 1.77% | 80,642 | Trimmed |
| 18 | VHT | VANGUARD WORLD FD | $7.4M | 1.51% | 24,838 | Added |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $7.1M | 1.45% | 118,862 | Added |
| 20 | ESGU | ISHARES TR | $6.4M | 1.31% | 39,245 | Trimmed |
| 21 | VXUS | VANGUARD STAR FDS | $6.3M | 1.29% | 74,124 | Trimmed |
| 22 | AGG | ISHARES TR | $6.2M | 1.27% | 62,901 | Trimmed |
| 23 | AAPL | APPLE INC | $5.4M | 1.10% | 18,594 | Trimmed |
| 24 | DFSV | DIMENSIONAL ETF TRUST | $4.8M | 0.97% | 122,611 | Trimmed |
| 25 | MU | MICRON TECHNOLOGY INC | $4.7M | 0.96% | 4,079 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR