Summit Wealth Group Llc / Co »

BBH TR shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of BBH TR shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in BBH TR

Tip: Access up to 7 years of quarterly data

All positions including BBH TR held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in BBH TR by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $297k 18k 16.12

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding BBH TR

Paul Kendrigan
Aspiriant
Summit Wealth Group Llc / Co
Kathmere Capital Management
Diversified Trust Company
Woodmont Investment Counsel
Fifth Third Bancorp

View all funds holding BBH TR