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Summit Wealth Group Llc / Co

Latest statistics and disclosures from Summit Wealth Group Llc / Co's latest quarterly 13F-HR filing:

Top 5 stock holdings are SEIV, SEIM, SEIE, SEIQ, SEIS, and represent 42.93% of Summit Wealth Group Llc / Co's stock portfolio.
Added to shares of these 10 stocks: SEIV (+$91M), SEIM (+$88M), SEIE (+$63M), SEIQ (+$44M), SEIS (+$37M), SPHQ (+$28M), SEEM (+$25M), SCHD (+$19M), DUHP (+$13M), RDVY (+$13M).
Started 189 new stock positions in FYX, DFAU, BA, EAGG, DFUV, WPC, FDL, GSK, AGG, DUSA.
Reduced shares in these 10 stocks: , USGO (-$64M), PH (-$47M), VAL (-$39M), EQIX (-$32M), USFD (-$32M), VFC (-$28M), PTF (-$23M), TIP (-$21M), .
Sold out of its positions in AAON, AGNC, AES, ARKQ, BCD, SGOL, ADBE, ATGE, AEM, ABNB.
Summit Wealth Group Llc / Co was a net seller of stock by $-239M.
Summit Wealth Group Llc / Co has $754M in assets under management (AUM), dropping by -20.26%.
Central Index Key (CIK): 0002081278

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Portfolio Holdings for Summit Wealth Group Llc / Co

Summit Wealth Group Llc / Co holds 273 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)	12.1	$91M	NEW	2.2M	41.50	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)	11.7	$88M	+265418%	1.9M	46.13	View chart
Sei Exchange Traded Funds Select Intl Equi (SEIE)	8.3	$63M	NEW	1.9M	32.53	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)	5.9	$44M	NEW	1.1M	38.93	View chart
Sei Exchange Traded Funds Select Small Cap (SEIS)	4.9	$37M	NEW	1.3M	27.94	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	3.7	$28M	+10384%	371k	75.05	View chart
Sei Exchange Traded Funds Select Emerging (SEEM)	3.3	$25M	NEW	793k	31.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.5	$19M	NEW	696k	27.43	View chart
Apple (AAPL)	1.9	$15M	+4%	54k	271.86	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.8	$14M	+8437%	356k	38.03	View chart
NVIDIA Corporation (NVDA)	1.7	$13M	+923%	68k	186.50	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.7	$13M	NEW	181k	69.49	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$10M	NEW	21k	487.86	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.3	$9.5M	NEW	103k	92.51	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.1	$8.0M	NEW	170k	46.80	View chart
Fidelity Covington Trust Int Vl Fct Etf (FIVA)	1.0	$7.7M	NEW	226k	34.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$7.1M	+167%	15k	473.30	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.8	$6.4M	NEW	150k	42.56	View chart
First Tr Exchange-traded SHS (FVD)	0.8	$5.7M	NEW	124k	46.11	View chart
Amazon (AMZN)	0.7	$5.6M	+2275%	24k	230.82	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.7	$5.4M	NEW	115k	46.67	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.6	$4.6M	NEW	97k	48.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$4.5M	+938%	14k	335.27	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.6	$4.4M	NEW	192k	22.90	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.6	$4.3M	NEW	202k	21.23	View chart
Microsoft Corporation (MSFT)	0.6	$4.3M	-74%	8.8k	483.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$4.2M	NEW	22k	190.99	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$4.1M	NEW	20k	210.34	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$4.0M	NEW	123k	32.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$3.9M	NEW	5.8k	684.94	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.5	$3.8M	NEW	17k	224.67	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$3.7M	NEW	93k	39.59	View chart
Spdr Series Trust State Street Spd (SLYG)	0.5	$3.6M	NEW	38k	94.19	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.5	$3.4M	NEW	75k	45.13	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$3.2M	NEW	23k	136.94	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.4	$3.1M	NEW	85k	36.38	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.4	$3.0M	NEW	55k	54.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$3.0M	NEW	48k	62.47	View chart
Tesla Motors (TSLA)	0.4	$2.7M	-14%	6.0k	449.72	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$2.7M	NEW	28k	96.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.7M	NEW	8.5k	313.00	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$2.6M	+1532%	39k	67.22	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$2.6M	NEW	32k	79.84	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.3	$2.5M	NEW	50k	51.13	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$2.5M	NEW	49k	51.60	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.3	$2.5M	NEW	48k	51.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.4M	NEW	4.0k	614.36	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$2.4M	+1436%	17k	141.05	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.3	$2.4M	NEW	24k	97.76	View chart
Ishares Tr U S Equity Factr (LRGF)	0.3	$2.2M	NEW	31k	69.43	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$2.1M	NEW	7.0k	302.11	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$2.1M	NEW	6.4k	323.01	View chart
Eli Lilly & Co. (LLY)	0.3	$2.1M	+12%	1.9k	1074.68	View chart
Spdr Series Trust State Street Spd (SLYV)	0.3	$2.1M	+212%	23k	90.97	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$2.1M	NEW	32k	65.48	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$2.0M	NEW	62k	32.57	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$2.0M	NEW	29k	69.67	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$2.0M	+12490%	52k	38.11	View chart
Hca Holdings (HCA)	0.3	$1.9M	NEW	4.1k	466.86	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.2	$1.9M	NEW	58k	32.25	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.9M	-89%	5.9k	313.82	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$1.8M	NEW	7.4k	250.31	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$1.8M	NEW	42k	43.64	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$1.8M	NEW	31k	57.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$1.8M	NEW	22k	78.81	View chart
Meta Platforms Cl A (META)	0.2	$1.7M	-28%	2.5k	660.11	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$1.6M	NEW	17k	93.08	View chart
United Parcel Service CL B (UPS)	0.2	$1.6M	+243%	16k	99.19	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$1.6M	NEW	19k	82.48	View chart
Wal-Mart Stores (WMT)	0.2	$1.6M	+155%	14k	111.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$1.5M	NEW	45k	34.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.5M	-51%	3.0k	502.65	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.5M	NEW	5.3k	279.14	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.4M	NEW	4.6k	314.80	View chart
AFLAC Incorporated (AFL)	0.2	$1.4M	NEW	13k	110.27	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$1.4M	NEW	43k	32.73	View chart
Costco Wholesale Corporation (COST)	0.2	$1.4M	-15%	1.6k	862.34	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.4M	-25%	11k	120.34	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.3M	NEW	41k	32.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.2M	-12%	1.8k	681.92	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$1.2M	NEW	46k	26.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.2M	NEW	1.9k	627.13	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$1.2M	NEW	26k	44.34	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.2	$1.2M	+1145%	184k	6.30	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.1M	NEW	21k	53.76	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$1.1M	NEW	30k	38.17	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$1.1M	+874%	24k	47.06	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.1M	NEW	10k	107.11	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$1.1M	NEW	31k	34.66	View chart
Davis Fundamental Etf Tr Select Finl (DFNL)	0.1	$1.1M	NEW	22k	48.33	View chart
Servicenow (NOW)	0.1	$1.1M	+3%	7.0k	153.19	View chart
S&p Global (SPGI)	0.1	$1.1M	NEW	2.0k	522.60	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$1.0M	NEW	27k	38.32	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$1.0M	NEW	25k	41.70	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$1.0M	-90%	21k	49.59	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$1.0M	NEW	14k	73.63	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$1.0M	NEW	25k	40.23	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$1.0M	NEW	13k	75.16	View chart
JPMorgan Chase & Co. (JPM)	0.1	$987k	-74%	3.1k	322.22	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$926k	NEW	21k	44.47	View chart
Quanta Services (PWR)	0.1	$926k		2.2k	422.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$909k	NEW	9.1k	99.88	View chart
Caterpillar (CAT)	0.1	$894k	+46%	1.6k	572.87	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$889k	NEW	26k	34.65	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$872k	NEW	19k	46.29	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$864k	NEW	2.3k	373.44	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$852k	NEW	27k	31.66	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$838k	NEW	12k	71.72	View chart
Johnson & Johnson (JNJ)	0.1	$832k	-56%	4.0k	206.95	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.1	$829k	NEW	34k	24.20	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$820k	NEW	9.0k	91.45	View chart
Home Depot (HD)	0.1	$812k	-52%	2.4k	344.10	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$809k	NEW	17k	46.59	View chart
Oracle Corporation (ORCL)	0.1	$809k	-55%	4.2k	194.90	View chart
Sei Exchange Traded Funds Enhanced Low Vol (SELV)	0.1	$805k	NEW	25k	32.31	View chart
Broadcom (AVGO)	0.1	$742k	+100%	2.1k	346.14	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$740k	NEW	3.4k	219.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$733k	-86%	3.5k	211.79	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$732k	NEW	10k	73.56	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$687k	NEW	14k	47.85	View chart
Visa Com Cl A (V)	0.1	$686k	+685%	2.0k	350.73	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$685k	NEW	9.2k	74.07	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$676k	-18%	7.7k	88.08	View chart
McDonald's Corporation (MCD)	0.1	$633k	-45%	2.1k	305.63	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$631k	NEW	2.1k	303.89	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$615k	NEW	6.9k	89.46	View chart
Applied Materials (AMAT)	0.1	$606k	-59%	2.4k	256.99	View chart
Palantir Technologies Cl A (PLTR)	0.1	$605k	-56%	3.4k	177.75	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.1	$604k	NEW	14k	42.79	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$599k	NEW	20k	29.61	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$592k	NEW	1.3k	468.76	View chart
General Dynamics Corporation (GD)	0.1	$584k	-65%	1.7k	336.66	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$559k	NEW	12k	48.66	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$555k	NEW	7.4k	75.44	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$546k	+783%	20k	27.21	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$543k	NEW	3.8k	143.33	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$539k	+1850%	11k	49.99	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$531k	NEW	12k	46.04	View chart
Merck & Co (MRK)	0.1	$522k	-65%	5.0k	105.26	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$519k	NEW	3.4k	153.04	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$519k	NEW	2.9k	181.21	View chart
Cisco Systems (CSCO)	0.1	$515k	-88%	6.7k	77.03	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$513k	NEW	14k	37.75	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$512k	NEW	15k	34.21	View chart
Micron Technology (MU)	0.1	$494k	NEW	1.7k	285.41	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.1	$491k	-83%	13k	38.53	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$484k	NEW	4.9k	98.33	View chart
Lockheed Martin Corporation (LMT)	0.1	$481k	+72%	994.00	483.67	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$478k	NEW	3.3k	143.97	View chart
Spdr Series Trust State Street Spd (SMLV)	0.1	$478k	-62%	3.6k	131.13	View chart
Southern Company (SO)	0.1	$476k	NEW	5.5k	87.20	View chart
Wells Fargo & Company (WFC)	0.1	$468k	+5%	5.0k	93.20	View chart
salesforce (CRM)	0.1	$463k	-87%	1.7k	264.91	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.1	$462k	NEW	16k	28.84	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$456k	+199%	2.6k	177.37	View chart
Chevron Corporation (CVX)	0.1	$452k	-58%	3.0k	152.41	View chart
At&t (T)	0.1	$450k	-57%	18k	24.84	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.1	$445k	NEW	4.3k	104.54	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.1	$441k	NEW	31k	14.14	View chart
Deere & Company (DE)	0.1	$439k	NEW	942.00	465.57	View chart
Packaging Corporation of America (PKG)	0.1	$438k	-91%	2.1k	206.23	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$437k	NEW	9.1k	47.95	View chart
Honeywell International (HON)	0.1	$434k	-67%	2.2k	195.09	View chart
Perpetua Resources (PPTA)	0.1	$434k	NEW	18k	24.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$433k	NEW	1.7k	257.95	View chart
Coca-Cola Company (KO)	0.1	$431k	-68%	6.2k	69.91	View chart
Boeing Company (BA)	0.1	$429k	NEW	2.0k	217.12	View chart
UnitedHealth (UNH)	0.1	$426k	-79%	1.3k	330.11	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$416k	NEW	2.0k	206.52	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$402k	NEW	2.5k	160.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$398k	NEW	3.2k	123.26	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$397k	NEW	1.4k	290.22	View chart
Advanced Micro Devices (AMD)	0.1	$395k	-51%	1.8k	214.16	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$390k	NEW	1.5k	252.92	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$390k	NEW	7.7k	50.46	View chart
Jacobs Engineering Group (J)	0.1	$389k	NEW	2.9k	132.46	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.1	$389k	NEW	8.4k	46.53	View chart
Goldman Sachs (GS)	0.1	$387k	NEW	440.00	879.02	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$387k	NEW	6.8k	56.81	View chart
Amgen (AMGN)	0.1	$386k	-76%	1.2k	327.31	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$383k	NEW	8.1k	47.35	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$381k	NEW	4.0k	94.16	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$371k	NEW	13k	29.55	View chart
Parker-Hannifin Corporation (PH)	0.0	$363k	-99%	413.00	878.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$361k	NEW	910.00	396.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$359k	NEW	7.9k	45.51	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.0	$358k	NEW	10k	35.64	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$357k	NEW	5.0k	71.45	View chart
Union Pacific Corporation (UNP)	0.0	$355k	NEW	1.5k	231.32	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.0	$354k	NEW	14k	25.38	View chart
Northern Lts Fd Tr Iv Inspire Growth E (GLRY)	0.0	$353k	NEW	9.8k	35.82	View chart
Davis Fundamental Etf Tr Select Wrld Wi (DWLD)	0.0	$351k	NEW	7.5k	46.64	View chart
Verizon Communications (VZ)	0.0	$347k	-77%	8.5k	40.73	View chart
Northrop Grumman Corporation (NOC)	0.0	$346k	NEW	606.00	570.21	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$340k	NEW	3.5k	96.03	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$340k	NEW	7.0k	48.32	View chart
Pepsi (PEP)	0.0	$337k	-55%	2.3k	143.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$331k	NEW	1.3k	246.16	View chart
International Business Machines (IBM)	0.0	$331k	-87%	1.1k	296.21	View chart
3M Company (MMM)	0.0	$330k	NEW	2.1k	160.10	View chart
Everus Constr Group (ECG)	0.0	$329k	NEW	3.8k	85.56	View chart
Bank of America Corporation (BAC)	0.0	$328k	-82%	6.0k	55.00	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$326k	-95%	6.4k	51.12	View chart
Abbvie (ABBV)	0.0	$319k	-83%	1.4k	228.49	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$319k	-27%	298.00	1069.86	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$316k	NEW	3.8k	82.73	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.0	$315k	NEW	7.5k	42.04	View chart
Allstate Corporation (ALL)	0.0	$311k	NEW	1.5k	208.15	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$310k	NEW	6.7k	45.98	View chart
Nextera Energy (NEE)	0.0	$307k	NEW	3.8k	80.28	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.0	$301k	NEW	8.0k	37.78	View chart
BBH TR Select Large Cap (BBHL)	0.0	$297k	NEW	18k	16.12	View chart
Capital One Financial (COF)	0.0	$293k	-32%	1.2k	242.36	View chart
Illinois Tool Works (ITW)	0.0	$286k	-64%	1.2k	246.30	View chart
Netflix (NFLX)	0.0	$281k	-77%	3.0k	93.76	View chart
Zoetis Cl A (ZTS)	0.0	$281k	-69%	2.2k	125.82	View chart
Axalta Coating Sys (AXTA)	0.0	$279k	NEW	8.6k	32.31	View chart
PNC Financial Services (PNC)	0.0	$278k	NEW	1.3k	208.73	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$277k	+42%	5.5k	50.29	View chart
Xcel Energy (XEL)	0.0	$274k	NEW	3.7k	73.86	View chart
Intel Corporation (INTC)	0.0	$274k		7.4k	36.90	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$272k	NEW	5.4k	50.58	View chart
Renasant (RNST)	0.0	$271k	NEW	7.7k	35.22	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$267k	-92%	2.5k	106.70	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$265k	NEW	686.00	386.85	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.0	$263k	+22%	2.3k	113.82	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$262k	NEW	2.8k	92.30	View chart
Chipotle Mexican Grill (CMG)	0.0	$261k	NEW	7.1k	37.00	View chart
Walt Disney Company (DIS)	0.0	$257k	-82%	2.3k	113.77	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$256k	NEW	2.5k	102.54	View chart
American Express Company (AXP)	0.0	$254k	NEW	687.00	369.95	View chart
Abbott Laboratories (ABT)	0.0	$254k	-91%	2.0k	125.31	View chart
Align Technology (ALGN)	0.0	$254k	+36%	1.6k	156.15	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$253k	NEW	10k	25.17	View chart
Snowflake Com Shs (SNOW)	0.0	$251k	NEW	1.1k	219.36	View chart
Dominion Resources (D)	0.0	$251k	NEW	4.3k	58.59	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$250k	NEW	5.3k	46.86	View chart
Hldgs (UAL)	0.0	$250k	NEW	2.2k	111.82	View chart
Realty Income (O)	0.0	$250k	NEW	4.4k	56.37	View chart
Alps Etf Tr Oshs Gbl Inter (OGIG)	0.0	$249k	NEW	4.7k	52.57	View chart
Ecolab (ECL)	0.0	$249k	NEW	948.00	262.52	View chart
FedEx Corporation (FDX)	0.0	$246k	NEW	852.00	288.86	View chart
Mastercard Incorporated Cl A (MA)	0.0	$246k	-94%	430.00	570.96	View chart
Ida (IDA)	0.0	$245k	NEW	1.9k	126.56	View chart
Wp Carey (WPC)	0.0	$241k	NEW	3.8k	64.36	View chart
Sherwin-Williams Company (SHW)	0.0	$239k	NEW	737.00	324.03	View chart
Howmet Aerospace (HWM)	0.0	$238k	NEW	1.2k	205.02	View chart
Raytheon Technologies Corp (RTX)	0.0	$231k	-93%	1.3k	183.40	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$231k	NEW	4.6k	50.50	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$229k	NEW	3.1k	74.88	View chart
Starbucks Corporation (SBUX)	0.0	$229k	-65%	2.7k	84.21	View chart
Nrg Energy Com New (NRG)	0.0	$228k	NEW	1.4k	159.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.0	$226k	NEW	7.5k	30.16	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.0	$225k	NEW	2.0k	113.14	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.0	$224k	NEW	1.6k	142.13	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$220k	NEW	12k	18.22	View chart
Eaton Corp SHS (ETN)	0.0	$220k	NEW	691.00	318.51	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$216k	NEW	2.8k	76.92	View chart
Texas Instruments Incorporated (TXN)	0.0	$213k	-79%	1.2k	173.49	View chart
Procter & Gamble Company (PG)	0.0	$213k	-95%	1.5k	143.31	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$211k	NEW	6.4k	33.08	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$211k	NEW	3.4k	62.15	View chart
GSK Sponsored Adr (GSK)	0.0	$210k	NEW	4.3k	49.04	View chart
Black Hills Corporation (BKH)	0.0	$208k	NEW	3.0k	69.42	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$205k	NEW	427.00	480.57	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$205k	NEW	3.5k	57.91	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$205k	+117%	2.1k	96.84	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$203k	NEW	4.1k	49.15	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$203k	NEW	4.4k	45.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$203k	NEW	1.7k	120.18	View chart
United Rentals (URI)	0.0	$202k	NEW	249.00	809.32	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$200k	NEW	4.7k	42.87	View chart
Gabelli Equity Trust (GAB)	0.0	$70k	NEW	11k	6.17	View chart

Past Filings by Summit Wealth Group Llc / Co

SEC 13F filings are viewable for Summit Wealth Group Llc / Co going back to 2025

Summit Wealth Group Llc / Co 2025 Q3 amended filed Feb. 5, 2026
Summit Wealth Group Llc / Co 2025 Q4 filed Feb. 4, 2026
Summit Wealth Group Llc / Co 2025 Q3 filed Nov. 14, 2025
Summit Wealth Group Llc / Co 2025 Q2 filed Aug. 13, 2025

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