13F Insight
DOSSIER · 13F-HR · Q2 2026

Summit Wealth Group, LLC

$490M in tracked AUM across 129 positions as of Q2 2026.

SW
CIK 0001802865 · last filed Jun 30, 2026
Total AUM
$490M
as of Q2 2026
Holdings
129
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Summit Wealth Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$85M124K17.3%02
BND
VANGUARD BD INDEX FDS
$31M418K6.3%03
VEA
VANGUARD TAX-MANAGED FDS
$22M303K4.4%04
IGIB
ISHARES TR
$20M381K4.1%05
VXF
VANGUARD INDEX FDS
$20M81K4.1%06
MTUM
ISHARES TR
$18M53K3.7%07
DFUV
DIMENSIONAL ETF TRUST
$18M319K3.6%08
BNDX
VANGUARD CHARLOTTE FDS
$17M361K3.6%09
DFAC
DIMENSIONAL ETF TRUST
$16M371K3.4%10
USHY
ISHARES TR
$15M408K3.1%

Filing history

2026Q2Jun 30
$490M▲ 12.5%
129 positionsView →2026Q1Mar 31
$436M▲ 1.8%
126 positionsView →2025Q4Dec 31
$428M▲ 3.6%
119 positionsView →2025Q3Sep 30
$414M▲ 6.2%
111 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 25