13F Insight
DOSSIER · 13F-HR · Q1 2026

Summit Wealth Group, LLC

$436M in tracked AUM across 126 positions as of Q1 2026.

SW
CIK 0001802865 · last filed Mar 31, 2026
Total AUM
$436M
as of Q1 2026
Holdings
126
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$74M123K16.9%02
BND
VANGUARD BD INDEX FDS
$29M399K6.7%03
IGIB
ISHARES TR
$20M373K4.6%04
VEA
VANGUARD TAX-MANAGED FDS
$19M301K4.4%05
BNDX
VANGUARD CHARLOTTE FDS
$17M348K3.8%06
VXF
VANGUARD INDEX FDS
$16M80K3.8%07
DFAC
DIMENSIONAL ETF TRUST
$15M388K3.5%08
DFUV
DIMENSIONAL ETF TRUST
$15M311K3.5%09
USHY
ISHARES TR
$15M397K3.4%10
MTUM
ISHARES TR
$13M53K2.9%

Filing history

2026Q1Mar 31
$436M▲ 1.8%
126 positionsView →2025Q4Dec 31
$428M▲ 3.6%
119 positionsView →2025Q3Sep 30
$414M▲ 6.2%
111 positionsView →2025Q2Jun 30
$389M▲ 13.8%
111 positionsLocked2025Q1Mar 31
$342M▼ 0.9%
100 positionsLocked2024Q4Dec 31
$345M▼ 0.4%
98 positionsLocked2024Q3Sep 30
$347M▲ 4.0%
99 positionsLocked2024Q2Jun 30
$333M▲ 127.0%
96 positionsLocked2024Q1Mar 31
$147M▲ 14.9%
43 positionsLocked2023Q4Dec 31
$128M▲ 14.1%
42 positionsLocked2023Q3Sep 30
$112M▼ 54.6%
39 positionsLocked2023Q2Jun 30
$247M▼ 94.1%
77 positionsLocked
Showing 12 of 24