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Ishares Tr shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 31k 69.43
2025-06-30 $2.1M 33k 64.13

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 Ishares Tr

Alan Leist III
Halbert Hargrove Global Advisors
Wells Fargo & Company
SigFig Wealth Management
Tolleson Wealth Management
Plan
CI Private Wealth
Ullmann Financial
Jpmorgan Chase & Co
Bsc Private Wealth Management
Modern Wealth Management
Atomi Financial Group
Ameriprise Financial
Cardinal Point Capital Management, ULC
Ewa

View all funds holding Ishares Tr