What does Summit Wealth Group, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Summit Wealth Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$74M123K16.9%

VANGUARD BD INDEX FDS

$29M399K6.7%

ISHARES TR

$20M373K4.6%

VANGUARD TAX-MANAGED FDS

$19M301K4.4%

VANGUARD CHARLOTTE FDS

$17M348K3.8%

VANGUARD INDEX FDS

$16M80K3.8%

DIMENSIONAL ETF TRUST

$15M388K3.5%

DIMENSIONAL ETF TRUST

$15M311K3.5%

ISHARES TR

$15M397K3.4%

ISHARES TR

$13M53K2.9%

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