13F Insight
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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

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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